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Evolution Petroleum
EPM

Overview Fund Activity

113 hedge funds and large institutions have $99.6M invested in Evolution Petroleum in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 36 increasing their positions, 29 reducing their positions, and 16 closing their positions.

Holders
113
Holders Change
+12
Holders Change %
+11.88%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
28
Increased
36
Reduced
29
Closed
16
Calls
$647K
Puts
$827K
Net Calls
-$180K
Net Calls Change
-$176K

Top Buyers

1
CAMG
1
CWA Asset Management Group
Florida
$1.14M
2
Russell Investments Group
2
Russell Investments Group
United Kingdom
$3.39M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$7.54M
4
ETC
4
Exchange Traded Concepts
Oklahoma
$297K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$613K

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$5.96M
2
RJA
2
Raymond James & Associates
Florida
$88.4K
3
KWM
3
Kingsview Wealth Management
Oregon
$0
4
American Century Companies
4
American Century Companies
Missouri
$2.55M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$13.7M 2,578,967 -29,638 -1%
WA
2
WealthTrust Axiom
Pennsylvania
$9.05M 1,705,138 +45,414 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$8.42M 1,585,903 +11,034 +0.7%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$7.54M 1,420,757 +84,409 +6%
RRAM
5
River Road Asset Management
Kentucky
$7.03M 1,323,211 – –
Renaissance Technologies
6
Renaissance Technologies
New York
$5.96M 1,121,597 -193,786 -15%
RIM
7
Ranger Investment Management
Texas
$5.8M 1,093,075 +22,820 +2%
NSIM
8
North Star Investment Management
Illinois
$4.37M 823,135 -4,877 -0.6%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$3.77M 709,864 +1,153 +0.2%
State Street
10
State Street
Massachusetts
$3.53M 665,239 +6,675 +1%
Russell Investments Group
11
Russell Investments Group
United Kingdom
$3.39M 638,270 +130,401 +26%
Morgan Stanley
12
Morgan Stanley
New York
$3.38M 637,391 -700 -0.1%
American Century Companies
13
American Century Companies
Missouri
$2.55M 480,566 -92,284 -16%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$2.14M 402,679 +2,501 +0.6%
Northern Trust
15
Northern Trust
Illinois
$1.62M 305,057 +1,677 +0.6%
RFA
16
Register Financial Advisors
Georgia
$1.53M 287,599 +7,150 +3%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$1.29M 242,567 +51,675 +27%
BA
18
Bard Associates
Illinois
$1.24M 233,617 -600 -0.3%
CAMG
19
CWA Asset Management Group
Florida
$1.14M 213,870 +213,870 New
PCM
20
Perritt Capital Management
Illinois
$1.06M 199,054 +167 +0.1%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$613K 115,443 +53,952 +88%
EI
22
Ethic Inc
New York
$611K 99,549 -8,451 -8%
KPP
23
Kings Path Partners
Texas
$570K 107,430 – –
BCM
24
Bridgeway Capital Management
Texas
$522K 98,333 – –
Goldman Sachs
25
Goldman Sachs
New York
$480K 90,424 +41,642 +85%
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