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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 %
Victory Capital Management
51
Victory Capital Management
Texas
$173K +$14.3K +2,336 +9%
BNP Paribas Financial Markets
52
BNP Paribas Financial Markets
France
$159K +$10.5K +1,713 +7%
Man Group
53
Man Group
United Kingdom
$150K -$505K -82,196 -77%
EH
54
Equitable Holdings
New York
$144K – – –
Barclays
55
Barclays
United Kingdom
$143K -$129K -20,921 -47%
Two Sigma Advisers
56
Two Sigma Advisers
New York
$141K -$492K -80,127 -78%
SOW
57
State of Wyoming
Wyoming
$130K +$55.7K +9,065 +75%
MC
58
Moors & Cabot
Massachusetts
$102K +$102K +16,544 New
MIM
59
MetLife Investment Management
New Jersey
$101K -$1.79K -291 -2%
Deutsche Bank
60
Deutsche Bank
Germany
$101K +$10.8K +1,764 +12%
GCM
61
Graham Capital Management
Connecticut
$96.5K +$96.5K +15,716 New
Principal Financial Group
62
Principal Financial Group
Iowa
$95.2K +$95.2K +15,512 New
AIG
63
American International Group
New York
$93.9K -$810 -132 -0.9%
RWM
64
Ritholtz Wealth Management
New York
$86.4K -$10.1K -1,649 -10%
Manulife (Manufacturers Life Insurance)
65
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$84.4K – – –
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$83K +$6 +1 +0%
Cetera Investment Advisers
67
Cetera Investment Advisers
Illinois
$72.3K -$1.79K -292 -2%
SA
68
SpiderRock Advisors
Delaware
$71.2K +$71.2K +11,989 New
LPL Financial
69
LPL Financial
California
$69.2K -$12.4K -2,023 -15%
VOYA Investment Management
70
VOYA Investment Management
Georgia
$65.7K -$23.6K -3,845 -26%
MGP
71
Metis Global Partners
California
$62.6K +$62.6K +10,193 New
Wells Fargo
72
Wells Fargo
California
$57K +$7.6K +1,238 +15%
Fidelity Investments
73
Fidelity Investments
Massachusetts
$46.1K -$1.71K -279 -4%
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$44.3K -$7.24K -1,179 -14%
TRCT
75
Tower Research Capital (TRC)
New York
$39K -$9.92K -1,615 -20%
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