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Evolution Petroleum

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.

New
Increased
Maintained
Reduced
Closed

62% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 26

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less call options, than puts

Call options by funds: $995K | Put options by funds: $999K

0.77% less ownership

Funds ownership: 57.72%56.95% (-0.77%)

1% less funds holding

Funds holding: 102101 (-1)

5% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 21

16% less capital invested

Capital invested by funds: $119M → $100M (-$18.4M)

Holders
101
Holders Change
-1
Holders Change %
-0.98%
% of All Funds
1.46%
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
Name Holding Trade Value Shares
Change
Change in
Stake
GCM
51
Graham Capital Management
Connecticut
$150K +$71.3K +12,706 +81%
UBS Group
52
UBS Group
Switzerland
$143K -$129K -22,978 -46%
Victory Capital Management
53
Victory Capital Management
Texas
$143K -$6.03K -1,075 -4%
EH
54
Equitable Holdings
New York
$130K +$6.31K +1,125 +5%
MIM
55
MetLife Investment Management
New Jersey
$95.2K +$9.01K +1,605 +10%
AQR Capital Management
56
AQR Capital Management
Connecticut
$93.4K -$238K -42,325 -70%
AllianceBernstein
57
AllianceBernstein
Tennessee
$92.8K +$98.8K +17,610 New
OQS
58
Occudo Quantitative Strategies
Florida
$91.1K +$97K +17,280 New
MC
59
Moors & Cabot
Massachusetts
$87.2K
CF
60
Corebridge Financial
Texas
$86.9K +$92.6K +16,493 New
Principal Financial Group
61
Principal Financial Group
Iowa
$85.8K +$4.33K +771 +5%
Mirae Asset Global ETFs Holdings
62
Mirae Asset Global ETFs Holdings
Hong Kong
$85.7K +$91.3K +16,270 New
HF
63
HRT Financial
New York
$85K +$91.2K +16,247 New
AI
64
Atria Investments
North Carolina
$78K +$83.1K +14,799 New
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$77K +$5.73K +1,021 +8%
Deutsche Bank
66
Deutsche Bank
Germany
$75.9K -$11.2K -2,000 -12%
JP Morgan Chase
67
JP Morgan Chase
New York
$73.6K -$109K -19,509 -58%
QCM
68
Quantinno Capital Management
New York
$71K +$75.7K +13,481 New
Manulife (Manufacturers Life Insurance)
69
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$70.8K -$1.78K -318 -2%
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$63.9K +$27.6K +4,918 +68%
Barclays
71
Barclays
United Kingdom
$63.6K -$62.4K -11,118 -48%
LPL Financial
72
LPL Financial
California
$62.5K +$3.32K +591 +5%
TRCT
73
Tower Research Capital (TRC)
New York
$59.5K +$27.7K +4,937 +78%
Group One Trading
74
Group One Trading
Illinois
$56.9K +$39.8K +7,100 +192%
MGP
75
Metis Global Partners
California
$53.7K

EPM Hedge Fund Activity: Q2 2024 in Review

101 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Evolution Petroleum (EPM) for Q2 2024, worth a combined $100M — down 16% from $119M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of EPM and 20 opened new positions — a net loss of 1 holder — while 26 trimmed existing stakes and 42 added.

The largest buyer was Kingsview Wealth Management, opening a new position worth an estimated $564K. The largest seller was Punch & Associates Investment Management, cutting an estimated $2.17M.

  • 101 institutional investors held Evolution Petroleum (EPM) as of Q2 2024, down from 102 in Q1 2024.
  • Funds reported $100M of Evolution Petroleum stock for Q2 2024, down 16% quarter-over-quarter.
  • 20 funds opened new Evolution Petroleum positions in Q2 2024 and 21 closed out, a net change of -1 holder.
  • The largest Evolution Petroleum buyer in Q2 2024 was Kingsview Wealth Management, an estimated $564K added.
  • The largest Evolution Petroleum seller in Q2 2024 was Punch & Associates Investment Management, an estimated $2.17M sold.

Based on aggregated 13F filings for Q2 2024.