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Evolution Petroleum
EPM

Overview Fund Activity

112 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, 26 reducing their positions, and 19 closing their positions.

Holders
112
Holders Change
-1
Holders Change %
-0.88%
% of All Funds
1.49%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
20
Increased
43
Reduced
26
Closed
19
Calls
$1.06M
Puts
$383K
Net Calls
+$677K
Net Calls Change
+$857K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$1.77M
2
Raymond James Financial
2
Raymond James Financial
Florida
$1.48M
3
American Century Companies
3
American Century Companies
Missouri
$3.29M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$7.9M
5
BlackRock
5
BlackRock
New York
$13.8M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$1.3M
2
Russell Investments Group
2
Russell Investments Group
United Kingdom
$2.86M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$242K
4
ETC
4
Exchange Traded Concepts
Oklahoma
$0
5
GCM
5
Graham Capital Management
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$13.8M 2,641,950 +62,983 +2%
WA
2
WealthTrust Axiom
Pennsylvania
$9.09M 1,737,867 +32,729 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$8.32M 1,590,830 +4,927 +0.3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$7.9M 1,510,454 +89,697 +6%
RRAM
5
River Road Asset Management
Kentucky
$6.92M 1,323,211 – –
Renaissance Technologies
6
Renaissance Technologies
New York
$5.73M 1,095,956 -25,641 -2%
RIM
7
Ranger Investment Management
Texas
$5.59M 1,069,565 -23,510 -2%
NSIM
8
North Star Investment Management
Illinois
$4.36M 833,264 +10,129 +1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$3.73M 712,521 +2,657 +0.4%
State Street
10
State Street
Massachusetts
$3.61M 689,684 +24,445 +4%
American Century Companies
11
American Century Companies
Missouri
$3.29M 629,696 +149,130 +31%
Morgan Stanley
12
Morgan Stanley
New York
$3.25M 620,578 -16,813 -3%
Russell Investments Group
13
Russell Investments Group
United Kingdom
$2.86M 546,878 -91,392 -14%
UBS Group
14
UBS Group
Switzerland
$1.77M 338,863 +307,738 +989%
Northern Trust
15
Northern Trust
Illinois
$1.67M 319,784 +14,727 +5%
RFA
16
Register Financial Advisors
Georgia
$1.52M 289,902 +2,303 +0.8%
Raymond James Financial
17
Raymond James Financial
Florida
$1.48M 282,496 +282,496 New
Bank of New York Mellon
18
Bank of New York Mellon
New York
$1.3M 248,872 -153,807 -38%
CAMG
19
CWA Asset Management Group
Florida
$1.23M 234,562 +20,692 +10%
BA
20
Bard Associates
Illinois
$1.17M 223,117 -10,500 -4%
PCM
21
Perritt Capital Management
Illinois
$1.03M 197,801 -1,253 -0.6%
EI
22
Ethic Inc
New York
$666K 127,263 +27,714 +28%
Goldman Sachs
23
Goldman Sachs
New York
$589K 112,647 +22,223 +25%
KPP
24
Kings Path Partners
Texas
$562K 107,430 – –
BCM
25
Bridgeway Capital Management
Texas
$502K 96,033 -2,300 -2%
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