EPM icon

Evolution Petroleum
EPM

Overview Fund Activity

112 hedge funds and large institutions have $101M invested in Evolution Petroleum in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 26 reducing their positions, and 19 closing their positions.

Holders
112
Holders Change
-1
Holders Change %
-0.88%
% of All Funds
1.49%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
20
Increased
43
Reduced
26
Closed
19
Calls
$1.06M
Puts
$383K
Net Calls
+$677K
Net Calls Change
+$857K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$1.77M
2
American Century Companies
2
American Century Companies
Missouri
$3.29M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$7.9M
4
BlackRock
4
BlackRock
New York
$13.8M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$253K

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$1.3M
2
Russell Investments Group
2
Russell Investments Group
United Kingdom
$2.86M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$242K
4
ETC
4
Exchange Traded Concepts
Oklahoma
$0
5
GCM
5
Graham Capital Management
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$463K 88,524 – –
Invesco
27
Invesco
Georgia
$380K 72,650 +901 +1%
Wells Fargo
28
Wells Fargo
California
$330K 63,057 +17,191 +37%
Nuveen Asset Management
29
Nuveen Asset Management
Illinois
$320K 61,211 – –
PMAM
30
Penn Mutual Asset Management
Pennsylvania
$315K 60,168 – –
AWA
31
Arete Wealth Advisors
Illinois
$279K 53,212 +15,340 +41%
Deutsche Bank
32
Deutsche Bank
Germany
$272K 52,092 +25,985 +100%
Bank of America
33
Bank of America
North Carolina
$269K 51,446 +14,512 +39%
Barclays
34
Barclays
United Kingdom
$257K 49,309 +3,978 +9%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$253K 48,336 +34,125 +240%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$242K 46,339 -69,104 -60%
CIS
37
Connors Investor Services
Pennsylvania
$234K 44,713 -587 -1%
AA
38
Ancora Advisors
Ohio
$226K 43,212 -150 -0.3%
QCM
39
Quantinno Capital Management
New York
$217K 41,501 -9,499 -19%
EI
40
Ellevest Inc
New York
$206K 39,479 -6,909 -15%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$206K 39,365 -1,656 -4%
PCG
42
Prosperity Consulting Group
Maryland
$188K 36,020 +12,638 +54%
Victory Capital Management
43
Victory Capital Management
Texas
$175K 33,451 +20,894 +166%
Cerity Partners
44
Cerity Partners
New York
$171K 32,634 +7,709 +31%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$165K 31,462 – –
AG
46
Algert Global
California
$161K 30,730 – –
CCIA
47
Campbell & Co Investment Adviser
Maryland
$155K 29,610 +29,610 New
PA
48
PharVision Advisers
Florida
$152K 29,027 +29,027 New
XT
49
XTX Topco
Cayman Islands
$151K 28,941 +7,815 +37%
Two Sigma Investments
50
Two Sigma Investments
New York
$148K 28,211 +28,211 New
1
2
3 4 5