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Evolution Petroleum
EPM

Overview Fund Activity

80 hedge funds and large institutions have $116M invested in Evolution Petroleum in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 39 reducing their positions, and 12 closing their positions.

Holders
80
Holders Change
-7
Holders Change %
-8.05%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
21
Reduced
39
Closed
12
Calls
$874K
Puts
$395K
Net Calls
+$479K
Net Calls Change
+$7K

Top Buyers

1
RIM
1
Ranger Investment Management
Texas
$3.61M
2
Russell Investments Group
2
Russell Investments Group
United Kingdom
$2.15M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$3.71M
4
WA
4
WealthTrust Axiom
Pennsylvania
$8.82M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.41M

Top Sellers

1
FA
1
Friess Associates
Delaware
$0
2
AWA
2
Aaron Wealth Advisors
Illinois
$0
3
FP
3
Foundry Partners
Minnesota
$2.51M
4
Millennium Management
4
Millennium Management
New York
$1.1M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$633K
Name Market Value Shares Shares
Change 		Shares
Change %
WA
1
Wasatch Advisors
Utah
$12.8M 2,348,392 +6,142 +0.3%
BlackRock
2
BlackRock
New York
$11.9M 2,186,250 -52,457 -2%
Renaissance Technologies
3
Renaissance Technologies
New York
$11.2M 2,059,193 -25,220 -1%
WA
4
WealthTrust Axiom
Pennsylvania
$8.82M 1,615,012 +91,536 +6%
Vanguard Group
5
Vanguard Group
Pennsylvania
$6.88M 1,259,685 -38,174 -3%
RRAM
6
River Road Asset Management
Kentucky
$6.62M 1,211,968 -27,990 -2%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$5.46M 1,000,865 +67,008 +7%
DRZID
8
DePrince Race & Zollo Inc (DRZ)
Florida
$4.92M 901,026 +79,536 +10%
Acadian Asset Management
9
Acadian Asset Management
Massachusetts
$3.71M 680,147 +119,365 +21%
RIM
10
Ranger Investment Management
Texas
$3.61M 660,326 +660,326 New
AMI
11
Amica Mutual Insurance
Rhode Island
$3.42M 625,368 -81,869 -12%
NSIM
12
North Star Investment Management
Illinois
$3.18M 582,000 -122,650 -17%
GPGA
13
Grandeur Peak Global Advisors
Utah
$2.92M 534,776 -39,705 -7%
FP
14
Foundry Partners
Minnesota
$2.51M 459,029 -177,425 -28%
Russell Investments Group
15
Russell Investments Group
United Kingdom
$2.15M 394,117 +124,631 +46%
Two Sigma Advisers
16
Two Sigma Advisers
New York
$1.55M 283,527 -9,400 -3%
Invesco
17
Invesco
Georgia
$1.47M 269,725 -1,646 -0.6%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$1.45M 265,063 +498 +0.2%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$1.44M 263,122 +48,628 +23%
BA
20
Bard Associates
Illinois
$1.43M 261,898 +26,500 +11%
Morgan Stanley
21
Morgan Stanley
New York
$1.41M 258,317 +87,274 +51%
PCM
22
Perritt Capital Management
Illinois
$1.18M 215,682 +5,508 +3%
Millennium Management
23
Millennium Management
New York
$1.1M 202,039 -151,516 -43%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$1.01M 184,102 -94,986 -34%
YAM
25
Yacktman Asset Management
Texas
$928K 170,000 -35,000 -17%
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