Evolution Petroleum
EPM
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.
75% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 16
24% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 29
12% more funds holding
Funds holding: 101 → 113 (+12)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less capital invested
Capital invested by funds: $100M → $99.6M (-$555K)
0.71% less ownership
Funds ownership: 56.95% → 56.24% (-0.71%)
22% less call options, than puts
Call options by funds: $647K | Put options by funds: $827K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Russell Investments Group
London,
United Kingdom
|
+$688K |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$445K |
| 3 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
+$295K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$285K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$273K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$1.02M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$865K |
| 3 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$530K |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$487K |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$440K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Comerica Bank
Dallas,
Texas
| – | -$1.67K | -316 | Closed |
|
|
C
127
Covestor
London,
United Kingdom
| – | -$649 | -123 | -89% |
|
|
RIL
128
Rothschild Investment LLC
Chicago,
Illinois
| – | -$264 | -50 | Closed |
|
EPM Hedge Fund Activity: Q3 2024 in Review
113 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Evolution Petroleum (EPM) for Q3 2024, worth a combined $99.6M — down 0.55% from $100M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new EPM positions and 16 closed out — a net gain of 12 holders — while 36 added to existing stakes and 29 trimmed.
The largest buyer was Russell Investments Group, adding an estimated $688K. The largest seller was Renaissance Technologies, cutting an estimated $1.02M.
- 113 institutional investors held Evolution Petroleum (EPM) as of Q3 2024, up from 101 in Q2 2024.
- Funds reported $99.6M of Evolution Petroleum stock for Q3 2024, down 0.55% quarter-over-quarter.
- 28 funds opened new Evolution Petroleum positions in Q3 2024 and 16 closed out, a net change of +12 holders.
- The largest Evolution Petroleum buyer in Q3 2024 was Russell Investments Group, an estimated $688K added.
- The largest Evolution Petroleum seller in Q3 2024 was Renaissance Technologies, an estimated $1.02M sold.
Based on aggregated 13F filings for Q3 2024.