Evolution Petroleum
EPM
103 hedge funds and large institutions have $119M invested in Evolution Petroleum in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 42 reducing their positions, and 21 closing their positions.
4% more call options, than puts
Call options by funds: $968K | Put options by funds: $930K
2% more capital invested
Capital invested by funds: $117M → $119M (+$1.77M)
2.4% less ownership
Funds ownership: 60.12% → 57.73% (-2.4%)
6% less funds holding
Funds holding: 109 → 103 (-6)
21% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 42
29% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 21
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Prudential Financial
Newark,
New Jersey
|
+$781K |
| 2 |
Morgan Stanley
New York
|
+$770K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$677K |
| 4 |
RFA
Register Financial Advisors
Atlanta,
Georgia
|
+$660K |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$540K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PMAM
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
|
-$3.77M |
| 2 |
FP
Foundry Partners
Minneapolis,
Minnesota
|
-$1.13M |
| 3 |
BlackRock
New York
|
-$717K |
| 4 |
Renaissance Technologies
New York
|
-$617K |
| 5 |
Man Group
London,
United Kingdom
|
-$472K |
EPM Hedge Fund Activity: Q1 2024 in Review
103 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Evolution Petroleum (EPM) for Q1 2024, worth a combined $119M — up 1.5% from $117M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of EPM and 15 opened new positions — a net loss of 6 holders — while 42 trimmed existing stakes and 33 added.
The largest buyer was Prudential Financial, opening a new position worth an estimated $781K. The largest seller was Penn Mutual Asset Management, cutting an estimated $3.77M.
- 103 institutional investors held Evolution Petroleum (EPM) as of Q1 2024, down from 109 in Q4 2023.
- Funds reported $119M of Evolution Petroleum stock for Q1 2024, up 1.5% quarter-over-quarter.
- 15 funds opened new Evolution Petroleum positions in Q1 2024 and 21 closed out, a net change of -6 holders.
- The largest Evolution Petroleum buyer in Q1 2024 was Prudential Financial, an estimated $781K added.
- The largest Evolution Petroleum seller in Q1 2024 was Penn Mutual Asset Management, an estimated $3.77M sold.
Based on aggregated 13F filings for Q1 2024.