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Evolution Petroleum
EPM

Overview Fund Activity

101 hedge funds and large institutions have $100M invested in Evolution Petroleum in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 26 reducing their positions, and 21 closing their positions.

Holders
101
Holders Change
-1
Holders Change %
-0.98%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
20
Increased
42
Reduced
26
Closed
21
Calls
$995K
Puts
$999K
Net Calls
-$4K
Net Calls Change
-$42K

Top Buyers

1
KWM
1
Kingsview Wealth Management
Oregon
$530K
2
Jane Street
2
Jane Street
New York
$409K
3
GCP
3
GSA Capital Partners
United Kingdom
$345K
4
RRAM
4
River Road Asset Management
Kentucky
$6.97M
5
RIM
5
Ranger Investment Management
Texas
$5.64M

Top Sellers

1
PAIM
1
Punch & Associates Investment Management
Minnesota
$385K
2
Osaic Holdings
2
Osaic Holdings
Arizona
$32.5K
3
CIC
3
Cornercap Investment Counsel
Georgia
$0
4
Ameriprise
4
Ameriprise
Minnesota
$0
5
ETC
5
Exchange Traded Concepts
Oklahoma
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$467K 88,524 +5,076 +6%
First Trust Advisors
27
First Trust Advisors
Illinois
$440K 83,535 -886 -1%
Jane Street
28
Jane Street
New York
$409K 77,554 +77,554 New
PAIM
29
Punch & Associates Investment Management
Minnesota
$385K 73,062 -386,713 -84%
Prudential Financial
30
Prudential Financial
New Jersey
$368K 69,765 -66,300 -49%
GCP
31
GSA Capital Partners
United Kingdom
$345K 65,447 +65,447 New
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$324K 61,491 +27,479 +81%
Nuveen Asset Management
33
Nuveen Asset Management
Illinois
$323K 61,211 – –
PMAM
34
Penn Mutual Asset Management
Pennsylvania
$317K 60,168 +17,000 +39%
SFA
35
Sequoia Financial Advisors
Ohio
$305K 57,941 +57,941 New
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$302K 57,364 +1,892 +3%
OSAM
37
O'Shaughnessy Asset Management
Connecticut
$283K 53,672 -15,643 -23%
CCIA
38
Campbell & Co Investment Adviser
Maryland
$273K 51,717 -11,591 -18%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$258K 48,962 -18,704 -28%
Goldman Sachs
40
Goldman Sachs
New York
$257K 48,782 +18,837 +63%
CIS
41
Connors Investor Services
Pennsylvania
$255K 48,300 – –
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$250K 47,523 +4,310 +10%
Citadel Advisors
43
Citadel Advisors
Florida
$248K 47,147 +47,147 New
Wells Fargo
44
Wells Fargo
California
$224K 42,541 +33,265 +359%
Bank of America
45
Bank of America
North Carolina
$214K 40,632 -1,207 -3%
EI
46
Ellevest Inc
New York
$207K 39,344 +3,173 +9%
CC
47
Corton Capital
Ontario, Canada
$202K 38,253 +38,253 New
PCG
48
Prosperity Consulting Group
Maryland
$181K 34,297 -19,134 -36%
SA
49
Sanctuary Advisors
Indiana
$179K 30,846 +30,846 New
AWA
50
Arete Wealth Advisors
Illinois
$168K 31,101 +31,101 New
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