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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 %
SAM
101
Smartleaf Asset Management
Massachusetts
$1.56K 293 +293 New
CIBC Private Wealth Group
102
CIBC Private Wealth Group
Georgia
$1.33K 250 – –
BTI
103
Blue Trust Inc
Georgia
$1.31K 248 +248 New
FFA
104
Farther Finance Advisors
California
$1.09K 206 -33 -14%
Jones Financial Companies
105
Jones Financial Companies
Missouri
$1.07K 200 +200 New
HCA
106
Harbor Capital Advisors
Illinois
$1K 245 +245 New
APC
107
Aspire Private Capital
North Carolina
$531 100 – –
SCM
108
Sterling Capital Management
North Carolina
$419 79 +79 New
GI
109
GAMMA Investing
California
$170 32 -236 -88%
CFD
110
Creative Financial Designs
Indiana
$159 30 – –
CPA
111
Capital Performance Advisors
California
$58 11 +11 New
KWM
112
Kingsview Wealth Management
Oregon
– – -100,513 Closed
First Trust Advisors
113
First Trust Advisors
Illinois
– – -83,535 Closed
PAIM
114
Punch & Associates Investment Management
Minnesota
– – -73,062 Closed
Prudential Financial
115
Prudential Financial
New Jersey
– – -69,765 Closed
GCP
116
GSA Capital Partners
United Kingdom
– – -65,447 Closed
SFA
117
Sequoia Financial Advisors
Ohio
– – -57,941 Closed
Janney Montgomery Scott
118
Janney Montgomery Scott
Pennsylvania
– – -57,364 Closed
CCIA
119
Campbell & Co Investment Adviser
Maryland
– – -51,717 Closed
SA
120
Sanctuary Advisors
Indiana
– – -30,846 Closed
AQR Capital Management
121
AQR Capital Management
Connecticut
– – -17,726 Closed
OQS
122
Occudo Quantitative Strategies
Florida
– – -17,280 Closed
Principal Financial Group
123
Principal Financial Group
Iowa
– – -16,283 Closed
HF
124
HRT Financial
New York
– – -16,247 Closed
AI
125
Atria Investments
North Carolina
– – -14,799 Closed
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5
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