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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 %
Marshall Wace
51
Marshall Wace
United Kingdom
$143K 27,249 +27,249 New
CFG
52
Certior Financial Group
Pennsylvania
$140K 26,730 +26,730 New
OSAM
53
O'Shaughnessy Asset Management
Connecticut
$136K 26,030 -9,807 -27%
Citadel Advisors
54
Citadel Advisors
Florida
$134K 25,545 +2,256 +10%
Citigroup
55
Citigroup
New York
$130K 24,835 +1,744 +8%
Truist Financial
56
Truist Financial
North Carolina
$113K 21,516 – –
MIM
57
MetLife Investment Management
New Jersey
$101K 19,232 +13,270 +223%
Millennium Management
58
Millennium Management
New York
$97.1K 18,560 +18,560 New
AllianceBernstein
59
AllianceBernstein
Tennessee
$92.1K 17,610 – –
Mirae Asset Global ETFs Holdings
60
Mirae Asset Global ETFs Holdings
Hong Kong
$91.7K 17,540 +760 +5%
VPIM
61
Vanguard Personalized Indexing Management
California
$91.1K 17,413 +1,824 +12%
EGM
62
Engineers Gate Manager
New York
$89.4K 17,098 +17,098 New
EH
63
Equitable Holdings
New York
$83.3K 15,933 -10,069 -39%
LPL Financial
64
LPL Financial
California
$82.9K 15,848 +4,955 +45%
CF
65
Corebridge Financial
Texas
$79.7K 15,242 -1,150 -7%
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$75K 14,300 – –
HF
67
HRT Financial
New York
$71K 13,664 +13,664 New
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$69.1K 13,205 -1,468 -10%
SG Americas Securities
69
SG Americas Securities
New York
$69K 13,223 +2,650 +25%
Manulife (Manufacturers Life Insurance)
70
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$68.4K 13,074 -386 -3%
IIM
71
INTECH Investment Management
Florida
$68.1K 13,019 +13,019 New
T. Rowe Price Associates
72
T. Rowe Price Associates
Maryland
$65K 12,259 +12,259 New
Wellington Management Group
73
Wellington Management Group
Massachusetts
$63.6K 12,158 +366 +3%
Legal & General Group
74
Legal & General Group
United Kingdom
$63.2K 12,088 +4,375 +57%
CG
75
Caprock Group
Idaho
$62.9K 12,030 -1,374 -10%
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