EPM icon

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 %
PFSRSONJ
76
Police & Firemen's Retirement System of New Jersey
New Jersey
$58K 11,089 +11,089 New
Osaic Holdings
77
Osaic Holdings
Arizona
$57.6K 11,021 +3,648 +49%
CFGW
78
Chancellor Financial Group WB
Pennsylvania
$57.5K 11,000 +11,000 New
MGP
79
Metis Global Partners
California
$53.3K 10,193 – –
Creative Planning
80
Creative Planning
Kansas
$52.3K 10,000 – –
TRCT
81
Tower Research Capital (TRC)
New York
$46.7K 8,932 +347 +4%
QL
82
Quarry LP
New York
$40.5K 7,738 +7,738 New
Fidelity Investments
83
Fidelity Investments
Massachusetts
$36.8K 7,045 -1,763 -20%
NFSG
84
Newbridge Financial Services Group
Florida
$30.2K 5,775 – –
Royal Bank of Canada
85
Royal Bank of Canada
Ontario, Canada
$21K 4,089 -303 -7%
BNP Paribas Financial Markets
86
BNP Paribas Financial Markets
France
$20.8K 3,985 -2,907 -42%
Group One Trading
87
Group One Trading
Illinois
$16.6K 3,169 -19,106 -86%
AIP
88
Ameritas Investment Partners
Nebraska
$13.6K 2,605 – –
California State Teachers Retirement System (CalSTRS)
89
California State Teachers Retirement System (CalSTRS)
California
$11.6K 2,221 – –
AAP
90
Arax Advisory Partners
Colorado
$8.74K 1,671 – –
VCM
91
Versant Capital Management
Arizona
$8.59K 1,642 +1,128 +219%
CA
92
CoreCap Advisors
Michigan
$8.16K 1,559 +35 +2%
AB
93
Amalgamated Bank
New York
$6K 1,064 – –
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
$5.28K 1,009 – –
LFG
95
Larson Financial Group
Missouri
$5.23K 1,000 +1,000 New
SS
96
SBI Securities
Japan
$4.98K 953 +953 New
GSWM
97
Golden State Wealth Management
California
$4.1K 783 +783 New
VWM
98
Venturi Wealth Management
Texas
$4.09K 782 – –
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$4K 829 +486 +142%
SCM
100
Sterling Capital Management
North Carolina
$3.95K 756 +677 +857%
2 3
4
5 6