EPM icon

Evolution Petroleum
EPM

Overview Fund Activity

100 hedge funds and large institutions have $117M invested in Evolution Petroleum in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 27 reducing their positions, and 16 closing their positions.

Holders
100
Holders Change
-2
Holders Change %
-1.96%
% of All Funds
1.6%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
42
Reduced
27
Closed
16
Calls
$981K
Puts
$1.24M
Net Calls
-$263K
Net Calls Change
-$1.37M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$2.51M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.74M
3
Jane Street
3
Jane Street
New York
$1.22M
4
PMAM
4
Penn Mutual Asset Management
Pennsylvania
$2.86M
5
Ameriprise
5
Ameriprise
Minnesota
$922K

Top Sellers

1
WA
1
Wasatch Advisors
Utah
$0
2
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$1.91M
3
EI
3
EAM Investors
California
$0
4
First Trust Advisors
4
First Trust Advisors
Illinois
$515K
5
EGI
5
EAM Global Investors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Renaissance Technologies
1
Renaissance Technologies
New York
$11.1M 1,764,197 +103,900 +6%
WA
2
WealthTrust Axiom
Pennsylvania
$10.6M 1,674,393 +7,652 +0.5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$8.27M 1,310,934 +42,779 +3%
RRAM
4
River Road Asset Management
Kentucky
$7.59M 1,202,822 +19,462 +2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$7.15M 1,132,981 +85,159 +8%
BlackRock
6
BlackRock
New York
$6.33M 1,002,810 -152,127 -13%
RIM
7
Ranger Investment Management
Texas
$5.32M 842,685 +19,970 +2%
Russell Investments Group
8
Russell Investments Group
United Kingdom
$5.26M 833,355 -7,647 -0.9%
DRZID
9
DePrince Race & Zollo Inc (DRZ)
Florida
$4.91M 777,584 -90,338 -10%
NSIM
10
North Star Investment Management
Illinois
$3.67M 582,000 – –
PMAM
11
Penn Mutual Asset Management
Pennsylvania
$2.86M 453,754 +134,774 +42%
PAIM
12
Punch & Associates Investment Management
Minnesota
$2.81M 444,770 +71,150 +19%
FP
13
Foundry Partners
Minnesota
$2.62M 414,599 -1,804 -0.4%
GPGA
14
Grandeur Peak Global Advisors
Utah
$2.61M 413,888 +14,382 +4%
Millennium Management
15
Millennium Management
New York
$2.51M 397,149 +337,397 +565%
Two Sigma Advisers
16
Two Sigma Advisers
New York
$2.19M 346,827 +62,300 +22%
American Century Companies
17
American Century Companies
Missouri
$1.94M 309,572 +64,854 +27%
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$1.91M 303,514 -483,212 -61%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$1.91M 302,933 +29,431 +11%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$1.78M 281,610 -5,734 -2%
Citadel Advisors
21
Citadel Advisors
Florida
$1.74M 275,333 +169,639 +161%
BA
22
Bard Associates
Illinois
$1.59M 252,463 – –
Two Sigma Investments
23
Two Sigma Investments
New York
$1.4M 221,736 +37,463 +20%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.39M 220,268 +112,620 +105%
PCM
25
Perritt Capital Management
Illinois
$1.36M 215,115 – –
1
2 3 4 5