EPM icon

Evolution Petroleum
EPM

Overview Fund Activity

115 hedge funds and large institutions have $139M invested in Evolution Petroleum in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 42 increasing their positions, 33 reducing their positions, and 19 closing their positions.

Holders
115
Holders Change
+3
Holders Change %
+2.68%
% of All Funds
1.83%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
23
Increased
42
Reduced
33
Closed
19
Calls
$1.27M
Puts
$2.54M
Net Calls
-$1.27M
Net Calls Change
+$95K

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.69M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$1.58M
3
CIC
3
Cornercap Investment Counsel
Georgia
$903K
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$11.3M
5
FP
5
Foundry Partners
Minnesota
$3.49M

Top Sellers

1
Russell Investments Group
1
Russell Investments Group
United Kingdom
$2.55M
2
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$0
3
Marshall Wace
3
Marshall Wace
United Kingdom
$0
4
Two Sigma Investments
4
Two Sigma Investments
New York
$215K
5
Man Group
5
Man Group
United Kingdom
$849K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$18.6M 2,724,413 -66,851 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$11.3M 1,651,812 +104,697 +7%
WA
3
WealthTrust Axiom
Pennsylvania
$11.2M 1,641,599 -12,421 -0.8%
Renaissance Technologies
4
Renaissance Technologies
New York
$10.2M 1,494,597 -44,787 -3%
RRAM
5
River Road Asset Management
Kentucky
$8.74M 1,277,988 +75,166 +6%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$8.59M 1,255,277 +30,891 +3%
RIM
7
Ranger Investment Management
Texas
$5.83M 852,315 -64,407 -7%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$4.39M 641,554 +13,883 +2%
NSIM
9
North Star Investment Management
Illinois
$4.19M 612,131 +33,691 +6%
PMAM
10
Penn Mutual Asset Management
Pennsylvania
$4.07M 595,754 +57,000 +11%
State Street
11
State Street
Massachusetts
$3.86M 564,361 +82,407 +17%
FP
12
Foundry Partners
Minnesota
$3.49M 510,862 +103,829 +26%
PAIM
13
Punch & Associates Investment Management
Minnesota
$3.25M 474,770 +30,000 +7%
American Century Companies
14
American Century Companies
Missouri
$2.7M 395,296 +54,823 +16%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$2.6M 380,449 +26,698 +8%
Russell Investments Group
16
Russell Investments Group
United Kingdom
$2.55M 372,350 -265,208 -42%
Morgan Stanley
17
Morgan Stanley
New York
$2.51M 366,916 -21,475 -6%
Northern Trust
18
Northern Trust
Illinois
$2.15M 314,380 -2,872 -0.9%
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$2.08M 304,023 -103,823 -25%
BA
20
Bard Associates
Illinois
$1.72M 252,163 -300 -0.1%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.69M 246,542 +150,140 +156%
First Trust Advisors
22
First Trust Advisors
Illinois
$1.58M 231,180 +149,975 +185%
LSV Asset Management
23
LSV Asset Management
Illinois
$1.42M 208,100 – –
Two Sigma Advisers
24
Two Sigma Advisers
New York
$1.42M 207,427 -127,600 -38%
PCM
25
Perritt Capital Management
Illinois
$1.26M 184,531 -30,584 -14%
1
2 3 4 5