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Evolution Petroleum

102 hedge funds and large institutions have $143M invested in Evolution Petroleum in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 28 increasing their positions, 43 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more call options, than puts

Call options by funds: $1.54M | Put options by funds: $431K

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

6% more funds holding

Funds holding: 96102 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less capital invested

Capital invested by funds: $143M → $143M (-$26.5K)

2.11% less ownership

Funds ownership: 61.22%59.11% (-2.1%)

35% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 43

Holders
102
Holders Change
+6
Holders Change %
+6.25%
% of All Funds
1.64%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
28
Reduced
43
Closed
11
Calls
$1.54M
Puts
$431K
Net Calls
+$1.11M
Net Calls Change
+$202K
Name Holding Trade Value Shares
Change
Change in
Stake
WA
1
Wasatch Advisors
Utah
$13M -$2.44M -325,162 -16%
WA
2
WealthTrust Axiom
Pennsylvania
$12.6M +$2.77K +368 +0%
Renaissance Technologies
3
Renaissance Technologies
New York
$12.5M -$353K -47,016 -3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$9.57M +$5.04K +670 +0.1%
RRAM
5
River Road Asset Management
Kentucky
$8.93M -$321K -42,710 -3%
BlackRock
6
BlackRock
New York
$8.72M -$2.07M -274,681 -19%
DRZID
7
DePrince Race & Zollo Inc (DRZ)
Florida
$6.55M -$37.1K -4,932 -0.6%
Russell Investments Group
8
Russell Investments Group
United Kingdom
$6.35M -$348K -46,259 -5%
RIM
9
Ranger Investment Management
Texas
$6.21M +$164K +21,849 +3%
Acadian Asset Management
10
Acadian Asset Management
Massachusetts
$5.94M +$1.03M +137,471 +21%
NSIM
11
North Star Investment Management
Illinois
$4.39M
FP
12
Foundry Partners
Minnesota
$3.14M -$2.03K -270 -0.1%
GPGA
13
Grandeur Peak Global Advisors
Utah
$3.02M -$1.54M -204,203 -34%
PAIM
14
Punch & Associates Investment Management
Minnesota
$2.82M +$2.66M +353,655 +1,771%
PMAM
15
Penn Mutual Asset Management
Pennsylvania
$2.41M +$1.32M +175,712 +123%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$2.17M +$140K +18,668 +7%
Two Sigma Advisers
17
Two Sigma Advisers
New York
$2.15M -$89.5K -11,900 -4%
First Trust Advisors
18
First Trust Advisors
Illinois
$2.07M +$1.46M +193,911 +240%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$2.06M +$71.8K +9,554 +4%
EI
20
EAM Investors
California
$1.95M -$654K -87,008 -25%
BA
21
Bard Associates
Illinois
$1.91M -$37.6K -5,000 -2%
American Century Companies
22
American Century Companies
Missouri
$1.85M +$680K +90,485 +59%
PCM
23
Perritt Capital Management
Illinois
$1.62M -$2.01K -267 -0.1%
Two Sigma Investments
24
Two Sigma Investments
New York
$1.39M -$213K -28,333 -13%
EGI
25
EAM Global Investors
California
$1.17M -$307K -40,862 -21%