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 %
AWM
101
Avior Wealth Management
Nebraska
$36 6 +6 New
FP
102
Foundry Partners
Minnesota
– – -194,870 Closed
State Board of Administration of Florida Retirement System
103
State Board of Administration of Florida Retirement System
Florida
– – -72,515 Closed
State of Tennessee, Department of Treasury
104
State of Tennessee, Department of Treasury
Tennessee
– – -44,856 Closed
WG
105
Winton Group
United Kingdom
– – -37,390 Closed
AA
106
ALPS Advisors
Colorado
– – -35,533 Closed
SCP
107
Seizert Capital Partners
Michigan
– – -29,803 Closed
AWA
108
Arete Wealth Advisors
Illinois
– – -26,940 Closed
Jane Street
109
Jane Street
New York
– – -20,327 Closed
Mirae Asset Global Investments
110
Mirae Asset Global Investments
South Korea
– – -16,712 Closed
BGIM
111
Brandywine Global Investment Management
Pennsylvania
– – -16,019 Closed
Squarepoint
112
Squarepoint
New York
– – -15,182 Closed
Two Sigma Investments
113
Two Sigma Investments
New York
– – -14,900 Closed
GI
114
Gradient Investments
Minnesota
– – -12,779 Closed
LCM
115
Legato Capital Management
California
– – -12,669 Closed
ACM
116
Aquatic Capital Management
Illinois
– – -9,400 Closed
AP
117
Atwood & Palmer
Missouri
– – -5,000 Closed
GCM
118
Gladius Capital Management
Illinois
– – -4,690 Closed
US Bancorp
119
US Bancorp
Minnesota
– – -1,450 Closed
CFGS
120
Concourse Financial Group Securities
Alabama
– – -289 Closed
NA
121
NewEdge Advisors
Louisiana
– – -182 Closed
GWS
122
Glassman Wealth Services
Virginia
– – -110 Closed
CG
123
Cutler Group
California
– – – –
Wolverine Trading
124
Wolverine Trading
Illinois
– – – –
Citadel Advisors
125
Citadel Advisors
Florida
– – – –
2 3 4
5
6