EPM Institutional Ownership
Evolution Petroleum Corporation
1W: +1.7%
1M: -2.5%
3M: +1.7%
YTD: -1.6%
1Y: -24.5%
3Y: -37.0%
5Y: -6.3%
$3.58
+0.01 (+0.28%)
Pre-Market: $3.54 (-0.04, -1.26%)
Weekly Expected Move ±5.4%
$3
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Institutional Ownership — EPM
137
Institutional Holders
-3 vs prior quarter
0.0%
Ownership
+0.00pp
$67M
Total Invested
19
New Positions
46
Increased
50
Reduced
19
Closed
0.50
Put/Call Ratio
Ownership Trends
Top Institutional Holders (156 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 2,416,712 | $9M | +50,896 | +2.2% | 8Q | SEC ↗ |
| 2 | WealthTrust Axiom LLC | 2,212,619 | $8M | +76,403 | +3.6% | 72Q | SEC ↗ |
| 3 | DIMENSIONAL FUND ADVISORS LP | 1,488,715 | $5M | +35,497 | +2.4% | 77Q | SEC ↗ |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 1,272,857 | $5M | +25,123 | +2.0% | 2Q | SEC ↗ |
| 5 | AMERICAN CENTURY COMPANIES INC | 1,075,062 | $4M | -9,277 | -0.9% | 15Q | SEC ↗ |
| 6 | RENAISSANCE TECHNOLOGIES LLC | 1,029,814 | $4M | +76,917 | +8.1% | 55Q | SEC ↗ |
| 7 | RAYMOND JAMES FINANCIAL INC | 996,428 | $4M | -33,070 | -3.2% | 7Q | SEC ↗ |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 885,707 | $3M | +107,342 | +13.8% | 65Q | SEC ↗ |
| 9 | CWA Asset Management Group, LLC | 805,762 | $3M | +96,475 | +13.6% | 8Q | SEC ↗ |
| 10 | STATE STREET CORP | 691,691 | $2M | -813 | -0.1% | 46Q | SEC ↗ |
| 11 | MORGAN STANLEY | 637,694 | $2M | -13,635 | -2.1% | 52Q | SEC ↗ |
| 12 | North Star Investment Management Corp. | 431,388 | $2M | +210 | +0.0% | 26Q | SEC ↗ |
| 13 | AQR CAPITAL MANAGEMENT LLC | 375,692 | $1M | +342,166 | +1020.6% | 6Q | SEC ↗ |
| 14 | Register Financial Advisors LLC | 338,176 | $1M | +1,338 | +0.4% | 15Q | SEC ↗ |
| 15 | NORTHERN TRUST CORP | 265,468 | $950K | -43,368 | -14.0% | 78Q | SEC ↗ |
| 16 | VANGUARD FIDUCIARY TRUST CO | 225,493 | $807K | +16,865 | +8.1% | 2Q | SEC ↗ |
| 17 | VANGUARD PORTFOLIO MANAGEMENT LLC | 222,300 | $796K | +34,985 | +18.7% | 2Q | SEC ↗ |
| 18 | Quantinno Capital Management LP | 171,610 | $614K | +105,080 | +157.9% | 9Q | SEC ↗ |
| 19 | GOLDMAN SACHS GROUP INC | 164,526 | $589K | -121,110 | -42.4% | 14Q | SEC ↗ |
| 20 | UBS Group AG | 158,947 | $569K | -39,566 | -19.9% | 16Q | SEC ↗ |
| 21 | Castleview Partners, LLC | 115,393 | $413K | +20,093 | +21.1% | 3Q | SEC ↗ |
| 22 | WELLS FARGO & COMPANY/MN | 111,648 | $400K | +43,859 | +64.7% | 54Q | SEC ↗ |
| 23 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 106,842 | $382K | -17,087 | -13.8% | 4Q | SEC ↗ |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 98,676 | $353K | +9,889 | +11.1% | 15Q | SEC ↗ |
| 25 | Sixth Street Partners Management Compa NEW | 98,676 | $353K | — | +0.0% | 1Q | SEC ↗ |
| 26 | Schonfeld Strategic Advisors LLC | 91,173 | $326K | +56,389 | +162.1% | 3Q | SEC ↗ |
| 27 | RITHOLTZ WEALTH MANAGEMENT | 84,817 | $304K | -46,760 | -35.5% | 4Q | SEC ↗ |
| 28 | Bank of New York Mellon Corp | 84,796 | $304K | -790 | -0.9% | 65Q | SEC ↗ |
| 29 | BANK OF AMERICA CORP /DE | 63,830 | $229K | -7,268 | -10.2% | 15Q | SEC ↗ |
| 30 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 63,157 | $226K | -488 | -0.8% | 3Q | SEC ↗ |
| 31 | Nuveen, LLC | 61,999 | $222K | — | +0.0% | 6Q | SEC ↗ |
| 32 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 55,300 | $198K | — | +0.0% | 62Q | SEC ↗ |
| 33 | Connor, Clark & Lunn Investment Manage | 53,850 | $193K | +21,510 | +66.5% | 2Q | SEC ↗ |
| 34 | Invesco Ltd. | 52,282 | $187K | -8,031 | -13.3% | 13Q | SEC ↗ |
| 35 | Advisor OS, LLC | 51,463 | $184K | -893 | -1.7% | 2Q | SEC ↗ |
| 36 | TRUIST FINANCIAL CORP | 49,788 | $178K | — | +0.0% | 8Q | SEC ↗ |
| 37 | CITADEL ADVISORS LLC | 48,677 | $174K | -277,228 | -85.1% | 3Q | SEC ↗ |
| 38 | FMR LLC | 48,366 | $173K | +41,582 | +612.9% | 21Q | SEC ↗ |
| 39 | D. E. Shaw & Co., Inc. | 46,464 | $166K | +18,776 | +67.8% | 2Q | SEC ↗ |
| 40 | MERCER GLOBAL ADVISORS INC /ADV | 43,250 | $155K | +29,026 | +204.1% | 4Q | SEC ↗ |
| 41 | Russell Investments Group, Ltd. | 37,803 | $135K | +23,373 | +162.0% | 19Q | SEC ↗ |
| 42 | Ethic Inc. | 37,539 | $134K | -40,786 | -52.1% | 17Q | SEC ↗ |
| 43 | VICTORY CAPITAL MANAGEMENT INC | 34,137 | $122K | -3,337 | -8.9% | 13Q | SEC ↗ |
| 44 | DEUTSCHE BANK AG | 33,287 | $119K | +4,016 | +13.7% | 13Q | SEC ↗ |
| 45 | OCCUDO QUANTITATIVE STRATEGIES LP NEW | 32,203 | $115K | — | +0.0% | 1Q | SEC ↗ |
| 46 | ALLIANCEBERNSTEIN L.P. | 31,610 | $113K | +7,000 | +28.4% | 9Q | SEC ↗ |
| 47 | Abel Hall, LLC NEW | 31,278 | $112K | — | +0.0% | 1Q | SEC ↗ |
| 48 | Vanguard Personalized Indexing Managem | 30,715 | $110K | +2,884 | +10.4% | 2Q | SEC ↗ |
| 49 | Jackson Hole Capital Partners, LLC NEW | 27,489 | $98K | — | +0.0% | 1Q | SEC ↗ |
| 50 | Rothschild Wealth LLC | 26,739 | $96K | -568 | -2.1% | 3Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 98,676 | $353K |
| OCCUDO QUANTITATIVE STRATEGIES LP | 32,203 | $115K |
| Abel Hall, LLC | 31,278 | $112K |
| Jackson Hole Capital Partners, LLC | 27,489 | $98K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 26,231 | $94K |
| Lido Advisors, LLC | 23,787 | $85K |
| IEQ CAPITAL, LLC | 23,159 | $83K |
| Campbell & CO Investment Adviser LL | 18,238 | $65K |
| Dynamic Technology Lab Private Ltd | 16,541 | $59K |
| Mariner, LLC | 15,895 | $57K |
| CAPTRUST FINANCIAL ADVISORS | 11,024 | $39K |
| Private Advisor Group, LLC | 10,018 | $36K |
| Integrated Wealth Concepts LLC | 2,262 | $8K |
| CALIFORNIA STATE TEACHERS RETIREMEN | 443 | $2K |
| Larson Financial Group LLC | 298 | $1K |
| Fortitude Family Office, LLC | 73 | $0K |
| TD PRIVATE CLIENT WEALTH LLC | 67 | $0K |
| Clearstead Advisors, LLC | 19 | $0K |
| SJS Investment Consulting Inc. | 11 | $0K |
| Caitong International Asset Managem | 9 | $0K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| River Road Asset Management, LLC | 537,375 | $2M |
| Point72 Asset Management, L.P. | 167,761 | $601K |
| MILLENNIUM MANAGEMENT LLC | 87,835 | $314K |
| JANE STREET GROUP, LLC | 61,663 | $221K |
| Arete Wealth Advisors, LLC | 52,998 | $190K |
| GSA CAPITAL PARTNERS LLP | 44,502 | $159K |
| Odyssean, LLC | 31,931 | $114K |
| CERTIOR FINANCIAL GROUP, LLC | 30,869 | $111K |
| Prosperity Consulting Group, LLC | 23,240 | $83K |
| HRT FINANCIAL LP | 21,977 | $79K |
| Ellevest, Inc. | 19,634 | $70K |
| Sowell Financial Services LLC | 19,538 | $70K |
| TWO SIGMA INVESTMENTS, LP | 18,033 | $65K |
| ARROWSTREET CAPITAL, LIMITED PARTNE | 16,477 | $59K |
| Virtu Financial LLC | 16,246 | $58K |
| COLDSTREAM CAPITAL MANAGEMENT INC | 16,029 | $57K |
| Squarepoint Ops LLC | 15,623 | $56K |
| Interchange Capital Partners, LLC | 14,010 | $50K |
| Focus Partners Wealth | 13,938 | $50K |
| INTECH INVESTMENT MANAGEMENT LLC | 13,261 | $47K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| AQR CAPITAL MANAGEMENT LLC | +342,166 | +1020.6% | 375,692 |
| GEODE CAPITAL MANAGEMENT, LLC | +107,342 | +13.8% | 885,707 |
| Quantinno Capital Management LP | +105,080 | +157.9% | 171,610 |
| CWA Asset Management Group, LLC | +96,475 | +13.6% | 805,762 |
| RENAISSANCE TECHNOLOGIES LLC | +76,917 | +8.1% | 1,029,814 |
| WealthTrust Axiom LLC | +76,403 | +3.6% | 2,212,619 |
| Schonfeld Strategic Advisors LLC | +56,389 | +162.1% | 91,173 |
| BlackRock, Inc. | +50,896 | +2.2% | 2,416,712 |
| WELLS FARGO & COMPANY/MN | +43,859 | +64.7% | 111,648 |
| FMR LLC | +41,582 | +612.9% | 48,366 |
| DIMENSIONAL FUND ADVISORS LP | +35,497 | +2.4% | 1,488,715 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +34,985 | +18.7% | 222,300 |
| MERCER GLOBAL ADVISORS INC /ADV | +29,026 | +204.1% | 43,250 |
| VANGUARD CAPITAL MANAGEMENT LLC | +25,123 | +2.0% | 1,272,857 |
| Russell Investments Group, Ltd. | +23,373 | +162.0% | 37,803 |
| Connor, Clark & Lunn Investment Man | +21,510 | +66.5% | 53,850 |
| Castleview Partners, LLC | +20,093 | +21.1% | 115,393 |
| CITIGROUP INC | +19,599 | +1199.4% | 21,233 |
| D. E. Shaw & Co., Inc. | +18,776 | +67.8% | 46,464 |
| VANGUARD FIDUCIARY TRUST CO | +16,865 | +8.1% | 225,493 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CITADEL ADVISORS LLC | -277,228 | -85.1% | 48,677 |
| GOLDMAN SACHS GROUP INC | -121,110 | -42.4% | 164,526 |
| RITHOLTZ WEALTH MANAGEMENT | -46,760 | -35.5% | 84,817 |
| NORTHERN TRUST CORP | -43,368 | -14.0% | 265,468 |
| Engineers Gate Manager LP | -42,805 | -67.9% | 20,198 |
| Ethic Inc. | -40,786 | -52.1% | 37,539 |
| UBS Group AG | -39,566 | -19.9% | 158,947 |
| Graham Capital Management, L.P. | -35,481 | -57.3% | 26,387 |
| RAYMOND JAMES FINANCIAL INC | -33,070 | -3.2% | 996,428 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | -17,087 | -13.8% | 106,842 |
| MORGAN STANLEY | -13,635 | -2.1% | 637,694 |
| AMERICAN CENTURY COMPANIES INC | -9,277 | -0.9% | 1,075,062 |
| Invesco Ltd. | -8,031 | -13.3% | 52,282 |
| BANK OF AMERICA CORP /DE | -7,268 | -10.2% | 63,830 |
| VICTORY CAPITAL MANAGEMENT INC | -3,337 | -8.9% | 34,137 |
| ZIONS BANCORPORATION, NATIONAL ASSO | -3,154 | -24.5% | 9,737 |
| XTX Topco Ltd | -2,992 | -20.4% | 11,671 |
| RHUMBLINE ADVISERS | -2,016 | -7.5% | 24,714 |
| RAFFA WEALTH MANAGEMENT, LLC | -1,086 | -44.6% | 1,350 |
| BARCLAYS PLC | -933 | -9.4% | 9,017 |