Evolution Petroleum
EPM
113 hedge funds and large institutions have $101M invested in Evolution Petroleum in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 27 reducing their positions, and 19 closing their positions.
177% more call options, than puts
Call options by funds: $1.06M | Put options by funds: $383K
59% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 27
1.1% more ownership
Funds ownership: 56.25% → 57.34% (+1.1%)
5% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 19
1% more capital invested
Capital invested by funds: $99.6M → $101M (+$1.2M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less funds holding
Funds holding: 114 → 113 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$1.68M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$816K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$491K |
| 4 |
BlackRock
New York
|
+$345K |
| 5 |
JP Morgan Chase
New York
|
+$187K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$842K |
| 2 |
Russell Investments Group
London,
United Kingdom
|
-$500K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$378K |
| 4 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
-$297K |
| 5 |
GCM
Graham Capital Management
Rowayton,
Connecticut
|
-$188K |
EPM Hedge Fund Activity: Q4 2024 in Review
113 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Evolution Petroleum (EPM) for Q4 2024, worth a combined $101M — up 1.2% from $99.6M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new EPM positions and 19 closed out — a net gain of 1 holder — while 43 added to existing stakes and 27 trimmed.
The largest buyer was UBS Group, adding an estimated $1.68M. The largest seller was Bank of New York Mellon, cutting an estimated $842K.
- 113 institutional investors held Evolution Petroleum (EPM) as of Q4 2024, down from 114 in Q3 2024.
- Funds reported $101M of Evolution Petroleum stock for Q4 2024, up 1.2% quarter-over-quarter.
- 20 funds opened new Evolution Petroleum positions in Q4 2024 and 19 closed out, a net change of +1 holder.
- The largest Evolution Petroleum buyer in Q4 2024 was UBS Group, an estimated $1.68M added.
- The largest Evolution Petroleum seller in Q4 2024 was Bank of New York Mellon, an estimated $842K sold.
Based on aggregated 13F filings for Q4 2024.