Evolution PetroleumEPM
13F holders, Q2 2024 (June 30)102holders −1
16new positions
21sold out
3famous investors
$5.27avg. 13F price*
At the end of Q2 2024, 102 institutions reported holding Evolution Petroleum Corp. (EPM) in their 13F filings, down 1 from Q1 2024. 16 opened new positions and 21 sold out. The largest holders were BlackRock Inc. ($13.7M), WealthTrust Axiom LLC ($8.7M) and Vanguard Group Inc. ($8.3M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Evolution Petroleum Corp.
- CUSIP
- 30049A107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $2.7M |
| Exits | 21 | $3.6M |
All 13F filers, Q1 2024 → Q2 2024: 1,094,804 shares bought and 1,579,216 shares sold, net −484,412 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 102 holders
| BlackRock Inc. | 0.00% | Reduce -1.4% | 2,608,605 | $13.7M |
| WealthTrust Axiom LLC | 2.90% | Reduce -0.2% | 1,659,724 | $8.7M |
| Vanguard Group Inc. | 0.00% | Reduce -2.3% | 1,574,869 | $8.3M |
| Dimensional Fund Advisors LP | 0.00% | Add +0.4% | 1,336,348 | $7.0M |
| River Road Asset Management, LLC | 0.10% | Add +5.2% | 1,323,211 | $7.0M |
| Renaissance Technologies | 0.01% | Add +4.7% | 1,315,383 | $6.9M |
| Ranger Investment Management, L.P. | 0.38% | Add +5.9% | 1,070,255 | $5.6M |
| North Star Investment Management Corp. | 0.32% | Add +7.6% | 828,012 | $4.4M |
| Geode Capital Management, LLC | 0.00% | Add +4.2% | 708,711 | $3.7M |
| State Street Corp. | 0.00% | Add +1.0% | 658,564 | $3.5M |
| Morgan Stanley | 0.00% | Reduce -4.6% | 638,091 | $3.4M |
| American Century Companies Inc. | 0.00% | Add +5.5% | 572,850 | $3.0M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -2.1% | 507,869 | $2.7M |
| Bank of New York Mellon Corp | 0.00% | Add +7.0% | 400,178 | $2.1M |
| Northern Trust Corp. | 0.00% | Reduce -6.1% | 303,380 | $1.6M |
| Register Financial Advisors LLC | 0.75% | Add +1.5% | 280,449 | $1.5M |
| Bard Associates Inc. | 0.47% | No change | 234,217 | $1.2M |
| Perritt Capital Management Inc | 0.57% | Add +13.2% | 198,887 | $1.0M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +12.1% | 190,892 | $1.0M |
| Raymond James & Associates | 0.00% | Add +10.1% | 180,745 | $953K |
| Invesco Ltd. | 0.00% | Add +14.4% | 144,728 | $763K |
| Ethic Inc. | 0.01% | Add +8.5% | 108,000 | $569K |
| Kings Path Partners LLC | 0.27% | — | 107,430 | $566K |
| Kingsview Wealth Management, LLC | 0.01% | New | 100,513 | $530K |
| Bridgeway Capital Management, LLC | 0.01% | Reduce -16.8% | 98,333 | $518K |
| Charles Schwab Investment Management Inc. | 0.00% | Add +6.1% | 88,524 | $467K |
| First Trust Advisors LP | 0.00% | Reduce -1.1% | 83,535 | $440K |
| Jane Street Group, LLC | 0.00% | New | 77,554 | $409K |
| Punch & Associates Investment Management, Inc. | 0.02% | Reduce -84.1% | 73,062 | $385K |
| Prudential Financial Inc. | 0.00% | Reduce -48.7% | 69,765 | $368K |
| Gsa Capital Partners LLP | 0.02% | New | 65,447 | $345K |
| Susquehanna International Group, LLP | 0.00% | Add +80.8% | 61,491 | $324K |
| Nuveen Asset Management, LLC | 0.00% | No change | 61,211 | $323K |
| Penn Mutual Asset Management | 1.05% | Add +39.4% | 60,168 | $317K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 57,941 | $305K |
| Janney Montgomery Scott LLC | 0.00% | Add +3.4% | 57,364 | $302K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -22.6% | 53,672 | $283K |
| Campbell & CO Investment Adviser LLC | 0.02% | Reduce -18.3% | 51,717 | $273K |
| New York State Common Retirement Fund | 0.00% | Reduce -27.6% | 48,962 | $258K |
| Goldman Sachs Group Inc. | 0.00% | Add +62.9% | 48,782 | $257K |
| Connors Investor Services Inc. | 0.03% | No change | 48,300 | $255K |
| Rhumbline Advisers | 0.00% | Add +10.0% | 47,523 | $250K |
| Citadel Advisors | 0.00% | New | 47,147 | $248K |
| Wells Fargo & Company | 0.00% | Add +358.6% | 42,541 | $224K |
| Bank of America Corp. | 0.00% | Reduce -2.9% | 40,632 | $214K |
| Ellevest, Inc. | 0.01% | Add +8.8% | 39,344 | $207K |
| Corton Capital Inc. | 0.11% | New | 38,253 | $202K |
| Prosperity Consulting Group, LLC | 0.02% | Reduce -35.8% | 34,297 | $181K |
| Sanctuary Advisors, LLC | 0.00% | — | 30,846 | $179K |
| Arete Wealth Advisors, LLC | 0.01% | New | 31,101 | $168K |
| Graham Capital Management, L.P. | 0.01% | Add +80.8% | 28,422 | $150K |
| UBS Group AG | 0.00% | Reduce -45.8% | 27,156 | $143K |
| Victory Capital Management Inc. | 0.00% | Reduce -3.8% | 27,124 | $143K |
| Equitable Holdings, Inc. | 0.00% | Add +4.8% | 24,622 | $130K |
| MetLife Investment Management, LLC | 0.00% | Add +9.8% | 18,066 | $95K |
| AQR Capital Management | 0.00% | Reduce -70.5% | 17,726 | $93K |
| Alliancebernstein L.P. | 0.00% | New | 17,610 | $93K |
| Occudo Quantitative Strategies LP | 0.02% | New | 17,280 | $91K |
| Moors & Cabot, Inc. | 0.00% | No change | 16,544 | $87K |
| Corebridge Financial, Inc. | 0.00% | — | 16,493 | $87K |
| Principal Financial Group Inc. | 0.00% | Add +5.0% | 16,283 | $86K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | — | 16,270 | $86K |
| HRT Financial LP | 0.00% | New | 16,247 | $85K |
| Atria Investments, Inc | 0.00% | New | 14,799 | $78K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +7.6% | 14,522 | $77K |
| Deutsche Bank AG | 0.00% | Reduce -12.2% | 14,395 | $76K |
| JPMorgan Chase & Co. | 0.00% | Reduce -58.3% | 13,965 | $74K |
| Quantinno Capital Management LP | 0.00% | New | 13,481 | $71K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.3% | 13,431 | $71K |
| PNC Financial Services Group, Inc. | 0.00% | Add +68.2% | 12,132 | $64K |
| Barclays PLC | 0.00% | Reduce -47.9% | 12,075 | $64K |
| LPL Financial LLC | 0.00% | Add +5.2% | 11,865 | $63K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +77.8% | 11,281 | $59K |
| Group One Trading LLC | 0.00% | Add +191.9% | 10,800 | $57K |
| Metis Global Partners, LLC | 0.00% | No change | 10,193 | $54K |
| Simplex Trading, LLC | 0.00% | Add +462.1% | 9,347 | $49K |
| Legal & General Group Plc | 0.00% | Add +129.3% | 7,713 | $41K |
| Citigroup Inc. | 0.00% | Add +32.2% | 7,622 | $40K |
| FMR LLC | 0.00% | Reduce -4.7% | 7,157 | $38K |
| BNP Paribas Financial Markets | 0.00% | Reduce -74.2% | 6,683 | $35K |
| Osaic Holdings, Inc. | 0.00% | Reduce -97.0% | 6,171 | $33K |
| NFSG Corp | 0.01% | Add +6.0% | 5,775 | $30K |
| nVerses Capital, LLC | 0.01% | New | 4,600 | $24K |
| Royal Bank of Canada | 0.00% | Add +140.9% | 4,083 | $21K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 2,605 | $14K |
| California State Teachers Retirement System | 0.00% | Reduce -28.8% | 2,221 | $12K |
| Raffa Wealth Management, LLC | 0.00% | No change | 2,085 | $11K |
| CoreCap Advisors, LLC | 0.00% | Add +2.2% | 1,491 | $8K |
| Amalgamated Bank | 0.00% | No change | 1,064 | $6K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,009 | $5K |
| Versant Capital Management, Inc | 0.00% | New | 514 | $3K |
| Comerica Bank | 0.00% | No change | 316 | $2K |
| GAMMA Investing LLC | 0.00% | Add +425.5% | 268 | $1K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 250 | $1K |
| Farther Finance Advisors, LLC | 0.00% | Add +2.6% | 239 | $1K |
| Covestor Ltd | 0.00% | Add +10.4% | 138 | $1K |
| Cwm, LLC | 0.00% | Add +48.2% | 252 | $1K |
| Nisa Investment Advisors, LLC | 0.00% | New | 131 | $690 |
| Aspire Private Capital, LLC | 0.00% | No change | 100 | $527 |
| Rothschild Investment LLC | 0.00% | New | 50 | $264 |
| Creative Financial Designs Inc. | 0.00% | No change | 30 | $158 |
| Jamison Private Wealth Management, Inc. | 0.00% | No change | 8,000 | $0 |
"% of holder's portfolio" is EPM's weight in each manager's 13F, not the share of Evolution Petroleum Corp. the manager owns.