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Evolution Petroleum
EPM

Overview Fund Activity

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.

Holders
101
Holders Change
-1
Holders Change %
-0.98%
% of All Funds
1.47%
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

Top Buyers

1
KWM
1
Kingsview Wealth Management
Oregon
$530K
2
Jane Street
2
Jane Street
New York
$409K
3
GCP
3
GSA Capital Partners
United Kingdom
$345K
4
RRAM
4
River Road Asset Management
Kentucky
$6.97M
5
RIM
5
Ranger Investment Management
Texas
$5.64M

Top Sellers

1
PAIM
1
Punch & Associates Investment Management
Minnesota
$385K
2
Osaic Holdings
2
Osaic Holdings
Arizona
$32.5K
3
CIC
3
Cornercap Investment Counsel
Georgia
$0
4
Ameriprise
4
Ameriprise
Minnesota
$0
5
ETC
5
Exchange Traded Concepts
Oklahoma
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Simplex Trading
76
Simplex Trading
Illinois
$49K 9,347 +7,684 +462%
Legal & General Group
77
Legal & General Group
United Kingdom
$40.6K 7,713 +4,349 +129%
Citigroup
78
Citigroup
New York
$40.2K 7,622 +1,857 +32%
Fidelity Investments
79
Fidelity Investments
Massachusetts
$37.7K 7,157 -354 -5%
BNP Paribas Financial Markets
80
BNP Paribas Financial Markets
France
$35.2K 6,683 -19,192 -74%
Osaic Holdings
81
Osaic Holdings
Arizona
$32.5K 6,171 -200,045 -97%
NFSG
82
Newbridge Financial Services Group
Florida
$30.4K 5,775 +325 +6%
NC
83
nVerses Capital
Florida
$24.2K 4,600 +4,600 New
Royal Bank of Canada
84
Royal Bank of Canada
Ontario, Canada
$21K 4,083 +2,388 +141%
AIP
85
Ameritas Investment Partners
Nebraska
$13.7K 2,605 – –
California State Teachers Retirement System (CalSTRS)
86
California State Teachers Retirement System (CalSTRS)
California
$11.7K 2,221 -900 -29%
CA
87
CoreCap Advisors
Michigan
$7.86K 1,491 +32 +2%
AB
88
Amalgamated Bank
New York
$6K 1,064 – –
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$5.32K 1,009 – –
VCM
90
Versant Capital Management
Arizona
$2.71K 514 +514 New
Comerica Bank
91
Comerica Bank
Texas
$1.67K 316 – –
GI
92
GAMMA Investing
California
$1.41K 268 +217 +425%
CIBC Private Wealth Group
93
CIBC Private Wealth Group
Georgia
$1.32K 250 – –
FFA
94
Farther Finance Advisors
California
$1.28K 239 +6 +3%
C
95
Covestor
United Kingdom
$1K 138 +13 +10%
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$1K 252 +82 +48%
Nisa Investment Advisors
97
Nisa Investment Advisors
Missouri
$690 131 +131 New
APC
98
Aspire Private Capital
North Carolina
$527 100 – –
RIL
99
Rothschild Investment LLC
Illinois
$264 50 +50 New
CFD
100
Creative Financial Designs
Indiana
$158 30 – –
1 2 3
4
5