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Evolution Petroleum
EPM

Overview Fund Activity

101 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.

Holders
101
Holders Change
-1
Holders Change %
-0.98%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
20
Increased
42
Reduced
26
Closed
21
Calls
$995K
Puts
$999K
Net Calls
-$4K
Net Calls Change
-$42K

Top Buyers

1
KPP
1
Kings Path Partners
Texas
$566K
2
KWM
2
Kingsview Wealth Management
Oregon
$530K
3
Jane Street
3
Jane Street
New York
$409K
4
GCP
4
GSA Capital Partners
United Kingdom
$345K
5
RRAM
5
River Road Asset Management
Kentucky
$6.97M

Top Sellers

1
PAIM
1
Punch & Associates Investment Management
Minnesota
$385K
2
Osaic Holdings
2
Osaic Holdings
Arizona
$32.5K
3
CIC
3
Cornercap Investment Counsel
Georgia
$0
4
Ameriprise
4
Ameriprise
Minnesota
$0
5
ETC
5
Exchange Traded Concepts
Oklahoma
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$13.7M 2,608,605 -36,685 -1%
WA
2
WealthTrust Axiom
Pennsylvania
$8.75M 1,659,724 -2,643 -0.2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$8.3M 1,574,869 -36,736 -2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$7.04M 1,336,348 +5,250 +0.4%
RRAM
5
River Road Asset Management
Kentucky
$6.97M 1,323,211 +65,107 +5%
Renaissance Technologies
6
Renaissance Technologies
New York
$6.93M 1,315,383 +58,586 +5%
RIM
7
Ranger Investment Management
Texas
$5.64M 1,070,255 +59,315 +6%
NSIM
8
North Star Investment Management
Illinois
$4.36M 828,012 +58,643 +8%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$3.74M 708,711 +28,817 +4%
State Street
10
State Street
Massachusetts
$3.47M 658,564 +6,649 +1%
Morgan Stanley
11
Morgan Stanley
New York
$3.36M 638,091 -30,596 -5%
American Century Companies
12
American Century Companies
Missouri
$3.02M 572,850 +29,823 +5%
Russell Investments Group
13
Russell Investments Group
United Kingdom
$2.68M 507,869 -10,722 -2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$2.11M 400,178 +26,286 +7%
Northern Trust
15
Northern Trust
Illinois
$1.6M 303,380 -19,714 -6%
RFA
16
Register Financial Advisors
Georgia
$1.48M 280,449 +4,044 +1%
BA
17
Bard Associates
Illinois
$1.23M 234,217 – –
PCM
18
Perritt Capital Management
Illinois
$1.05M 198,887 +23,120 +13%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$1.01M 190,892 +20,567 +12%
RJA
20
Raymond James & Associates
Florida
$953K 180,745 +16,539 +10%
Invesco
21
Invesco
Georgia
$763K 144,728 +18,180 +14%
EI
22
Ethic Inc
New York
$569K 108,000 +8,451 +8%
KPP
23
Kings Path Partners
Texas
$566K 107,430 +107,430 New
KWM
24
Kingsview Wealth Management
Oregon
$530K 100,513 +100,513 New
BCM
25
Bridgeway Capital Management
Texas
$518K 98,333 -19,800 -17%
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