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Evolution Petroleum
EPM

Overview Fund Activity

112 hedge funds and large institutions have $166M invested in Evolution Petroleum in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 33 increasing their positions, 24 reducing their positions, and 25 closing their positions.

Holders
112
Holders Change
+12
Holders Change %
+12%
% of All Funds
1.77%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
37
Increased
33
Reduced
24
Closed
25
Calls
$1.38M
Puts
$2.74M
Net Calls
-$1.36M
Net Calls Change
-$1.1M

Top Buyers

1
BlackRock
1
BlackRock
New York
$22.5M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$3.29M
3
State Street
3
State Street
Massachusetts
$3.89M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$5.07M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$12.5M

Top Sellers

1
DRZID
1
DePrince Race & Zollo Inc (DRZ)
Florida
$623K
2
GPGA
2
Grandeur Peak Global Advisors
Utah
$718K
3
Millennium Management
3
Millennium Management
New York
$0
4
Renaissance Technologies
4
Renaissance Technologies
New York
$12.4M
5
Citadel Advisors
5
Citadel Advisors
Florida
$491K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$22.5M 2,791,264 +1,788,454 +178%
WA
2
WealthTrust Axiom
Pennsylvania
$13.3M 1,654,020 -20,373 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$12.5M 1,547,115 +236,181 +18%
Renaissance Technologies
4
Renaissance Technologies
New York
$12.4M 1,539,384 -224,813 -13%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$9.88M 1,224,386 +91,405 +8%
RRAM
6
River Road Asset Management
Kentucky
$9.71M 1,202,822 – –
RIM
7
Ranger Investment Management
Texas
$7.4M 916,722 +74,037 +9%
Russell Investments Group
8
Russell Investments Group
United Kingdom
$5.15M 637,558 -195,797 -23%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$5.07M 627,671 +324,738 +107%
NSIM
10
North Star Investment Management
Illinois
$4.67M 578,440 -3,560 -0.6%
PMAM
11
Penn Mutual Asset Management
Pennsylvania
$4.35M 538,754 +85,000 +19%
State Street
12
State Street
Massachusetts
$3.89M 481,954 +341,119 +242%
PAIM
13
Punch & Associates Investment Management
Minnesota
$3.59M 444,770 – –
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$3.29M 407,846 +407,846 New
FP
15
Foundry Partners
Minnesota
$3.28M 407,033 -7,566 -2%
Morgan Stanley
16
Morgan Stanley
New York
$3.13M 388,391 +206,535 +114%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$2.85M 353,751 +72,141 +26%
American Century Companies
18
American Century Companies
Missouri
$2.75M 340,473 +30,901 +10%
Two Sigma Advisers
19
Two Sigma Advisers
New York
$2.7M 335,027 -11,800 -3%
Northern Trust
20
Northern Trust
Illinois
$2.56M 317,252 +213,148 +205%
BA
21
Bard Associates
Illinois
$2.04M 252,463 – –
PCM
22
Perritt Capital Management
Illinois
$1.74M 215,115 – –
LSV Asset Management
23
LSV Asset Management
Illinois
$1.68M 208,100 +114,700 +123%
Acadian Asset Management
24
Acadian Asset Management
Massachusetts
$1.59M 196,929 -106,585 -35%
Two Sigma Investments
25
Two Sigma Investments
New York
$1.53M 189,323 -32,413 -15%
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