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Evolution Petroleum
EPM

Overview Fund Activity

113 hedge funds and large institutions have $99.6M invested in Evolution Petroleum in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 36 increasing their positions, 29 reducing their positions, and 16 closing their positions.

Holders
113
Holders Change
+12
Holders Change %
+11.88%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
28
Increased
36
Reduced
29
Closed
16
Calls
$647K
Puts
$827K
Net Calls
-$180K
Net Calls Change
-$176K

Top Buyers

1
Russell Investments Group
1
Russell Investments Group
United Kingdom
$3.39M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$7.54M
3
ETC
3
Exchange Traded Concepts
Oklahoma
$297K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$613K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.29M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$5.96M
2
RJA
2
Raymond James & Associates
Florida
$88.4K
3
KWM
3
Kingsview Wealth Management
Oregon
$0
4
American Century Companies
4
American Century Companies
Missouri
$2.55M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Focus Partners Wealth
76
Focus Partners Wealth
Massachusetts
$54.3K 10,223 +10,223 New
MGP
77
Metis Global Partners
California
$54.1K 10,193 – –
Creative Planning
78
Creative Planning
Kansas
$53.1K 10,000 +10,000 New
Fidelity Investments
79
Fidelity Investments
Massachusetts
$46.8K 8,808 +1,651 +23%
TRCT
80
Tower Research Capital (TRC)
New York
$45.6K 8,585 -2,696 -24%
Legal & General Group
81
Legal & General Group
United Kingdom
$41K 7,713 – –
Osaic Holdings
82
Osaic Holdings
Arizona
$39.2K 7,373 +1,202 +19%
BNP Paribas Financial Markets
83
BNP Paribas Financial Markets
France
$36.6K 6,892 +209 +3%
MIM
84
MetLife Investment Management
New Jersey
$31.7K 5,962 -12,104 -67%
NFSG
85
Newbridge Financial Services Group
Florida
$30.7K 5,775 – –
Royal Bank of Canada
86
Royal Bank of Canada
Ontario, Canada
$23K 4,392 +309 +8%
Simplex Trading
87
Simplex Trading
Illinois
$20K 3,894 -5,453 -58%
QT
88
Quantbot Technologies
New York
$17.7K 3,332 +3,332 New
AIP
89
Ameritas Investment Partners
Nebraska
$13.8K 2,605 – –
California State Teachers Retirement System (CalSTRS)
90
California State Teachers Retirement System (CalSTRS)
California
$11.8K 2,221 – –
AAP
91
Arax Advisory Partners
Colorado
$8.87K 1,671 +1,671 New
CA
92
CoreCap Advisors
Michigan
$8.09K 1,524 +33 +2%
AF
93
Advisornet Financial
Minnesota
$7.97K 1,500 +1,500 New
NC
94
nVerses Capital
Florida
$6.9K 1,300 -3,300 -72%
AB
95
Amalgamated Bank
New York
$6K 1,064 – –
Northwestern Mutual Wealth Management
96
Northwestern Mutual Wealth Management
Wisconsin
$5.36K 1,009 – –
VWM
97
Venturi Wealth Management
Texas
$4.15K 782 +782 New
VCM
98
Versant Capital Management
Arizona
$2.73K 514 – –
Nisa Investment Advisors
99
Nisa Investment Advisors
Missouri
$2.41K 453 +322 +246%
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$2K 343 +91 +36%
2 3
4
5 6