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Evolution Petroleum

79 hedge funds and large institutions have $169M invested in Evolution Petroleum in 2013 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 21 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 3

67% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 21

18% more funds holding

Funds holding: 6779 (+12)

17% more call options, than puts

Call options by funds: $306K | Put options by funds: $262K

14% more capital invested

Capital invested by funds: $148M → $169M (+$20.3M)

4.95% more ownership

Funds ownership: 47.54%52.49% (+5%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
79
Holders Change
+12
Holders Change %
+17.91%
% of All Funds
2.56%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
15
Increased
35
Reduced
21
Closed
3
Calls
$306K
Puts
$262K
Net Calls
+$44K
Net Calls Change
+$205K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$1.18M +$73.4K +6,355 +6%
Macquarie Group
27
Macquarie Group
Australia
$1.12M +$750K +64,918 +188%
RJA
28
Raymond James & Associates
Florida
$772K +$42.6K +3,683 +6%
TCIM
29
TIAA CREF Investment Management
New York
$757K +$24.6K +2,130 +3%
PAM
30
Panagora Asset Management
Massachusetts
$756K -$146K -12,641 -16%
SO
31
STRS Ohio
Ohio
$751K
Geode Capital Management
32
Geode Capital Management
Massachusetts
$735K +$158K +13,696 +27%
U
33
UBS
Switzerland
$710K -$109K -9,393 -13%
Two Sigma Advisers
34
Two Sigma Advisers
New York
$613K -$80.9K -7,000 -11%
BCM
35
Bridgeway Capital Management
Texas
$540K
BIM
36
BlackRock Investment Management
Delaware
$537K +$31.6K +2,734 +6%
OAM
37
Oxford Asset Management
United Kingdom
$487K +$109K +9,435 +28%
OAM
38
Oberweis Asset Management
Illinois
$479K +$492K +42,550 New
MC
39
Menta Capital
California
$458K +$51.4K +4,446 +12%
Morgan Stanley
40
Morgan Stanley
New York
$443K +$455K +39,362 New
BA
41
BlackRock Advisors
Delaware
$427K +$173K +14,971 +65%
Prudential Financial
42
Prudential Financial
New Jersey
$406K +$104K +9,000 +33%
AllianceBernstein
43
AllianceBernstein
Tennessee
$392K -$18.8K -1,628 -4%
Charles Schwab
44
Charles Schwab
California
$376K -$12.9K -1,119 -3%
NI
45
Numeric Investors
Massachusetts
$345K +$354K +30,652 New
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$344K +$12.1K +1,049 +4%
TA
47
Teachers Advisors
New York
$290K +$44.5K +3,855 +18%
Deutsche Bank
48
Deutsche Bank
Germany
$262K +$152K +13,117 +128%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$250K -$20.4K -1,765 -7%
Two Sigma Investments
50
Two Sigma Investments
New York
$206K -$387K -33,481 -65%