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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 %
GI
101
GAMMA Investing
California
$3.63K 694 +662 +2,069%
PSFG
102
Park Square Financial Group
Georgia
$2.62K 500 +500 New
EWA
103
EverSource Wealth Advisors
Alabama
$2.46K 470 +470 New
Nisa Investment Advisors
104
Nisa Investment Advisors
Missouri
$2.37K 453 – –
HCA
105
Harbor Capital Advisors
Illinois
$2K 447 +202 +82%
CIBC Private Wealth Group
106
CIBC Private Wealth Group
Georgia
$1.33K 250 – –
FFA
107
Farther Finance Advisors
California
$1.08K 206 – –
Jones Financial Companies
108
Jones Financial Companies
Missouri
$1.05K 200 – –
TWD
109
True Wealth Design
Ohio
$853 163 +163 New
SAM
110
Smartleaf Asset Management
Massachusetts
$389 76 -217 -74%
CFD
111
Creative Financial Designs
Indiana
$80 15 -15 -50%
ETC
112
Exchange Traded Concepts
Oklahoma
– – -55,935 Closed
GCM
113
Graham Capital Management
Connecticut
– – -35,484 Closed
CC
114
Corton Capital
Ontario, Canada
– – -24,300 Closed
DTL
115
Dynamic Technology Lab
Singapore
– – -19,739 Closed
SPA
116
Sherbrooke Park Advisers
New York
– – -19,514 Closed
MC
117
Moors & Cabot
Massachusetts
– – -16,544 Closed
Jane Street
118
Jane Street
New York
– – -15,909 Closed
JF
119
Jump Financial
Illinois
– – -15,877 Closed
CAM
120
Cresset Asset Management
Illinois
– – -14,430 Closed
BHCM
121
Brevan Howard Capital Management
Jersey
– – -10,347 Closed
Focus Partners Wealth
122
Focus Partners Wealth
Massachusetts
– – -10,223 Closed
JPWM
123
Jamison Private Wealth Management
Georgia
– – -8,000 Closed
Simplex Trading
124
Simplex Trading
Illinois
– – -3,894 Closed
QT
125
Quantbot Technologies
New York
– – -3,332 Closed
2 3 4
5
6