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Evolution Petroleum
EPM

Overview Fund Activity

108 hedge funds and large institutions have $120M invested in Evolution Petroleum in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 46 increasing their positions, 31 reducing their positions, and 19 closing their positions.

Holders
108
Holders Change
-7
Holders Change %
-6.09%
% of All Funds
1.58%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
46
Reduced
31
Closed
19
Calls
$1.33M
Puts
$1.29M
Net Calls
+$42K
Net Calls Change
+$1.31M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.21M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$958K
3
Russell Investments Group
3
Russell Investments Group
United Kingdom
$3.02M
4
RIM
4
Ranger Investment Management
Texas
$5.66M
5
Man Group
5
Man Group
United Kingdom
$619K

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$0
2
FP
2
Foundry Partners
Minnesota
$1.13M
3
LSV Asset Management
3
LSV Asset Management
Illinois
$0
4
First Trust Advisors
4
First Trust Advisors
Illinois
$486K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$607K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$16.1M 2,770,124 +45,711 +2%
WA
2
WealthTrust Axiom
Pennsylvania
$9.68M 1,666,452 +24,853 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$9.31M 1,602,701 -49,111 -3%
Renaissance Technologies
4
Renaissance Technologies
New York
$7.93M 1,364,197 -130,400 -9%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$7.48M 1,288,175 +32,898 +3%
RRAM
6
River Road Asset Management
Kentucky
$7.43M 1,277,988 – –
Morgan Stanley
7
Morgan Stanley
New York
$6.21M 1,069,136 +702,220 +191%
RIM
8
Ranger Investment Management
Texas
$5.66M 974,270 +121,955 +14%
NSIM
9
North Star Investment Management
Illinois
$4.1M 706,264 +94,133 +15%
PMAM
10
Penn Mutual Asset Management
Pennsylvania
$4.07M 700,053 +104,299 +18%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$3.99M 686,309 +44,755 +7%
State Street
12
State Street
Massachusetts
$3.75M 645,381 +81,020 +14%
PAIM
13
Punch & Associates Investment Management
Minnesota
$3.04M 523,814 +49,044 +10%
Russell Investments Group
14
Russell Investments Group
United Kingdom
$3.02M 520,528 +148,178 +40%
American Century Companies
15
American Century Companies
Missouri
$2.61M 449,069 +53,773 +14%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$2.25M 386,584 +6,135 +2%
Northern Trust
17
Northern Trust
Illinois
$1.91M 328,496 +14,116 +4%
BA
18
Bard Associates
Illinois
$1.44M 248,618 -3,545 -1%
FP
19
Foundry Partners
Minnesota
$1.13M 194,870 -315,992 -62%
PCM
20
Perritt Capital Management
Illinois
$1.03M 176,530 -8,001 -4%
Osaic Holdings
21
Osaic Holdings
Arizona
$958K 164,980 +161,171 +4,231%
CIC
22
Cornercap Investment Counsel
Georgia
$944K 162,468 +30,439 +23%
RFA
23
Register Financial Advisors
Georgia
$938K 161,418 +24,966 +18%
Ameriprise
24
Ameriprise
Minnesota
$908K 156,201 -21,677 -12%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$674K 116,023 +54,315 +88%
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