Evolution Petroleum
EPM
102 hedge funds and large institutions have $100M invested in Evolution Petroleum in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 26 reducing their positions, and 21 closing their positions.
62% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 26
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% less call options, than puts
Call options by funds: $995K | Put options by funds: $999K
0.77% less ownership
Funds ownership: 57.73% → 56.96% (-0.77%)
1% less funds holding
Funds holding: 103 → 102 (-1)
5% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 21
16% less capital invested
Capital invested by funds: $119M → $100M (-$18.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$564K |
| 2 |
Jane Street
New York
|
+$435K |
| 3 |
GCP
GSA Capital Partners
London,
United Kingdom
|
+$367K |
| 4 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
+$365K |
| 5 |
RIM
Ranger Investment Management
Dallas,
Texas
|
+$333K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
-$2.17M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.12M |
| 3 |
CIC
Cornercap Investment Counsel
Atlanta,
Georgia
|
-$998K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$513K |
| 5 |
Prudential Financial
Newark,
New Jersey
|
-$372K |
EPM Hedge Fund Activity: Q2 2024 in Review
102 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Evolution Petroleum (EPM) for Q2 2024, worth a combined $100M — down 16% from $119M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of EPM and 20 opened new positions — a net loss of 1 holder — while 26 trimmed existing stakes and 42 added.
The largest buyer was Kingsview Wealth Management, opening a new position worth an estimated $564K. The largest seller was Punch & Associates Investment Management, cutting an estimated $2.17M.
- 102 institutional investors held Evolution Petroleum (EPM) as of Q2 2024, down from 103 in Q1 2024.
- Funds reported $100M of Evolution Petroleum stock for Q2 2024, down 16% quarter-over-quarter.
- 20 funds opened new Evolution Petroleum positions in Q2 2024 and 21 closed out, a net change of -1 holder.
- The largest Evolution Petroleum buyer in Q2 2024 was Kingsview Wealth Management, an estimated $564K added.
- The largest Evolution Petroleum seller in Q2 2024 was Punch & Associates Investment Management, an estimated $2.17M sold.
Based on aggregated 13F filings for Q2 2024.