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Evolution Petroleum
EPM

Overview Fund Activity

102 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, 31 increasing their positions, 43 reducing their positions, and 21 closing their positions.

Holders
102
Holders Change
-6
Holders Change %
-5.56%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
15
Increased
31
Reduced
43
Closed
21
Calls
$968K
Puts
$930K
Net Calls
+$38K
Net Calls Change
-$4K

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$835K
2
RJA
2
Raymond James & Associates
Florida
$1.01M
3
RFA
3
Register Financial Advisors
Georgia
$1.7M
4
American Century Companies
4
American Century Companies
Missouri
$3.33M
5
Invesco
5
Invesco
Georgia
$777K

Top Sellers

1
PMAM
1
Penn Mutual Asset Management
Pennsylvania
$265K
2
Morgan Stanley
2
Morgan Stanley
New York
$4.11M
3
FP
3
Foundry Partners
Minnesota
$0
4
BlackRock
4
BlackRock
New York
$16.2M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$7.72M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$16.2M 2,645,290 -124,834 -5%
WA
2
WealthTrust Axiom
Pennsylvania
$10.2M 1,662,367 -4,085 -0.2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$9.9M 1,611,605 +8,904 +0.6%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$8.17M 1,331,098 +42,923 +3%
RRAM
5
River Road Asset Management
Kentucky
$7.72M 1,258,104 -19,884 -2%
Renaissance Technologies
6
Renaissance Technologies
New York
$7.72M 1,256,797 -107,400 -8%
RIM
7
Ranger Investment Management
Texas
$6.21M 1,010,940 +36,670 +4%
NSIM
8
North Star Investment Management
Illinois
$4.72M 769,369 +63,105 +9%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$4.18M 679,894 -6,415 -0.9%
Morgan Stanley
10
Morgan Stanley
New York
$4.11M 668,687 -400,449 -37%
State Street
11
State Street
Massachusetts
$4M 651,915 +6,534 +1%
American Century Companies
12
American Century Companies
Missouri
$3.33M 543,027 +93,958 +21%
Russell Investments Group
13
Russell Investments Group
United Kingdom
$3.18M 518,591 -1,937 -0.4%
PAIM
14
Punch & Associates Investment Management
Minnesota
$2.82M 459,775 -64,039 -12%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$2.3M 373,892 -12,692 -3%
Northern Trust
16
Northern Trust
Illinois
$1.98M 323,094 -5,402 -2%
RFA
17
Register Financial Advisors
Georgia
$1.7M 276,405 +114,987 +71%
BA
18
Bard Associates
Illinois
$1.44M 234,217 -14,401 -6%
Osaic Holdings
19
Osaic Holdings
Arizona
$1.27M 206,216 +41,236 +25%
PCM
20
Perritt Capital Management
Illinois
$1.08M 175,767 -763 -0.4%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$1.05M 170,325 +54,302 +47%
RJA
22
Raymond James & Associates
Florida
$1.01M 164,206 +117,956 +255%
CIC
23
Cornercap Investment Counsel
Georgia
$998K 162,468 – –
Prudential Financial
24
Prudential Financial
New Jersey
$835K 136,065 +136,065 New
Invesco
25
Invesco
Georgia
$777K 126,548 +78,446 +163%
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