EPM icon

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 Market Value Shares Shares
Change 		Shares
Change %
Citigroup
76
Citigroup
New York
$35.4K 5,765 -7,741 -57%
NFSG
77
Newbridge Financial Services Group
Florida
$33.5K 5,450 – –
Group One Trading
78
Group One Trading
Illinois
$22.7K 3,700 – –
Legal & General Group
79
Legal & General Group
United Kingdom
$20.7K 3,364 – –
California State Teachers Retirement System (CalSTRS)
80
California State Teachers Retirement System (CalSTRS)
California
$19.2K 3,121 -1,988 -39%
AIP
81
Ameritas Investment Partners
Nebraska
$16K 2,605 – –
GWM
82
Geneos Wealth Management
Colorado
$11.1K 1,800 – –
MLICM
83
Metropolitan Life Insurance Company (MetLife)
New York
$10.6K 1,724 -12 -0.7%
Simplex Trading
84
Simplex Trading
Illinois
$10K 1,663 -20,894 -93%
Royal Bank of Canada
85
Royal Bank of Canada
Ontario, Canada
$10K 1,695 -8,560 -83%
CA
86
CoreCap Advisors
Michigan
$8.96K 1,459 +1,459 New
AB
87
Amalgamated Bank
New York
$7K 1,064 -3,402 -76%
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$6.2K 1,009 – –
Federated Hermes
89
Federated Hermes
Pennsylvania
$6.03K 982 +781 +389%
Comerica Bank
90
Comerica Bank
Texas
$1.94K 316 -1,087 -77%
CIBC Private Wealth Group
91
CIBC Private Wealth Group
Georgia
$1.53K 250 +250 New
FFA
92
Farther Finance Advisors
California
$1.42K 233 +24 +11%
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$1K 170 -437 -72%
C
94
Covestor
United Kingdom
$1K 125 +125 New
VNA
95
Valley National Advisers
Pennsylvania
$1K 190 +190 New
Allspring Global Investments
96
Allspring Global Investments
North Carolina
$952 155 +94 +154%
APC
97
Aspire Private Capital
North Carolina
$614 100 – –
FHA
98
First Horizon Advisors
Tennessee
$607 99 – –
GI
99
GAMMA Investing
California
$313 51 -68 -57%
CFD
100
Creative Financial Designs
Indiana
$184 30 +15 +100%
2 3
4
5 6