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Evolution Petroleum
EPM

Overview Fund Activity

113 hedge funds and large institutions have $99.6M invested in Evolution Petroleum in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 36 increasing their positions, 29 reducing their positions, and 16 closing their positions.

Holders
113
Holders Change
+12
Holders Change %
+11.88%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
28
Increased
36
Reduced
29
Closed
16
Calls
$647K
Puts
$827K
Net Calls
-$180K
Net Calls Change
-$176K

Top Buyers

1
Russell Investments Group
1
Russell Investments Group
United Kingdom
$3.39M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$7.54M
3
ETC
3
Exchange Traded Concepts
Oklahoma
$297K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$613K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.29M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$5.96M
2
RJA
2
Raymond James & Associates
Florida
$88.4K
3
KWM
3
Kingsview Wealth Management
Oregon
$0
4
American Century Companies
4
American Century Companies
Missouri
$2.55M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$470K 88,524 – –
Invesco
27
Invesco
Georgia
$381K 71,749 -72,979 -50%
Nuveen Asset Management
28
Nuveen Asset Management
Illinois
$325K 61,211 – –
PMAM
29
Penn Mutual Asset Management
Pennsylvania
$319K 60,168 – –
ETC
30
Exchange Traded Concepts
Oklahoma
$297K 55,935 +55,935 New
QCM
31
Quantinno Capital Management
New York
$271K 51,000 +37,519 +278%
EI
32
Ellevest Inc
New York
$246K 46,388 +7,044 +18%
Wells Fargo
33
Wells Fargo
California
$244K 45,866 +3,325 +8%
Barclays
34
Barclays
United Kingdom
$242K 45,331 +33,256 +275%
CIS
35
Connors Investor Services
Pennsylvania
$241K 45,300 -3,000 -6%
AA
36
Ancora Advisors
Ohio
$230K 43,362 +43,362 New
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$218K 41,021 -6,502 -14%
AWA
38
Arete Wealth Advisors
Illinois
$202K 37,872 +6,771 +22%
OSAM
39
O'Shaughnessy Asset Management
Connecticut
$199K 35,837 -17,835 -33%
Bank of America
40
Bank of America
North Carolina
$196K 36,934 -3,698 -9%
GCM
41
Graham Capital Management
Connecticut
$188K 35,484 +7,062 +25%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$167K 31,462 -17,500 -36%
UBS Group
43
UBS Group
Switzerland
$165K 31,125 +3,969 +15%
AG
44
Algert Global
California
$163K 30,730 +30,730 New
Deutsche Bank
45
Deutsche Bank
Germany
$139K 26,107 +11,712 +81%
EH
46
Equitable Holdings
New York
$138K 26,002 +1,380 +6%
Cerity Partners
47
Cerity Partners
New York
$132K 24,925 +24,925 New
CC
48
Corton Capital
Ontario, Canada
$129K 24,300 -13,953 -36%
PCG
49
Prosperity Consulting Group
Maryland
$124K 23,382 -10,915 -32%
Citadel Advisors
50
Citadel Advisors
Florida
$124K 23,289 -23,858 -51%
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