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Evolution Petroleum
EPM

Overview Fund Activity

102 hedge funds and large institutions have $119M invested in Evolution Petroleum in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 43 reducing their positions, and 21 closing their positions.

Holders
102
Holders Change
-6
Holders Change %
-5.56%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
15
Increased
31
Reduced
43
Closed
21
Calls
$968K
Puts
$930K
Net Calls
+$38K
Net Calls Change
-$4K

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$835K
2
RJA
2
Raymond James & Associates
Florida
$1.01M
3
RFA
3
Register Financial Advisors
Georgia
$1.7M
4
American Century Companies
4
American Century Companies
Missouri
$3.33M
5
Invesco
5
Invesco
Georgia
$777K

Top Sellers

1
PMAM
1
Penn Mutual Asset Management
Pennsylvania
$265K
2
Morgan Stanley
2
Morgan Stanley
New York
$4.11M
3
FP
3
Foundry Partners
Minnesota
$0
4
BlackRock
4
BlackRock
New York
$16.2M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$7.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
26
Bridgeway Capital Management
Texas
$725K +$246K +40,000 +51%
EI
27
Ethic Inc
New York
$611K +$397K +64,584 +185%
First Trust Advisors
28
First Trust Advisors
Illinois
$518K +$5.05K +822 +1%
Ameriprise
29
Ameriprise
Minnesota
$513K -$446K -72,700 -47%
Charles Schwab
30
Charles Schwab
California
$512K -$30K -4,881 -6%
OSAM
31
O'Shaughnessy Asset Management
Connecticut
$426K +$122K +19,855 +40%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$415K – – –
CCIA
33
Campbell & Co Investment Adviser
Maryland
$389K +$62.6K +10,193 +19%
Nuveen Asset Management
34
Nuveen Asset Management
Illinois
$376K – – –
AQR Capital Management
35
AQR Capital Management
Connecticut
$369K +$27.1K +4,412 +8%
ETC
36
Exchange Traded Concepts
Oklahoma
$358K -$40.4K -6,582 -10%
SO
37
STRS Ohio
Ohio
$348K -$33.8K -5,500 -9%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$341K +$31.3K +5,084 +10%
PCG
39
Prosperity Consulting Group
Maryland
$328K +$328K +53,431 New
UBS Group
40
UBS Group
Switzerland
$308K -$120K -19,557 -28%
CIS
41
Connors Investor Services
Pennsylvania
$297K +$49.1K +8,000 +20%
Arrowstreet Capital
42
Arrowstreet Capital
Massachusetts
$291K +$291K +47,375 New
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$265K +$5.48K +892 +2%
PMAM
44
Penn Mutual Asset Management
Pennsylvania
$265K -$4.03M -656,885 -94%
Bank of America
45
Bank of America
North Carolina
$257K -$45.1K -7,352 -15%
Aviva
46
Aviva
United Kingdom
$226K -$406K -66,127 -64%
EI
47
Ellevest Inc
New York
$222K +$222K +36,171 New
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$209K -$433K -70,450 -67%
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$206K +$67.4K +10,979 +49%
Goldman Sachs
50
Goldman Sachs
New York
$184K -$185K -30,066 -50%
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