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Evolution Petroleum
EPM

Overview Fund Activity

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.

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

Top Buyers

1
KCM
1
Kennedy Capital Management
Missouri
$5.43M
2
KG
2
Killen Group
Pennsylvania
$6.87M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$18.9M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$2.85M
5
Invesco
5
Invesco
Georgia
$2.12M

Top Sellers

1
AR
1
Advisory Research
Illinois
$11.9M
2
RRAM
2
River Road Asset Management
Kentucky
$21.1M
3
NC
3
Nokomis Capital
Texas
$17.2M
4
EI
4
EAM Investors
California
$0
5
Two Sigma Investments
5
Two Sigma Investments
New York
$206K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$1.18M +$71.5K +6,355 +6%
Macquarie Group
27
Macquarie Group
Australia
$1.12M +$731K +64,918 +188%
RJA
28
Raymond James & Associates
Florida
$772K +$41.5K +3,683 +6%
TCIM
29
TIAA CREF Investment Management
New York
$757K +$24K +2,130 +3%
PAM
30
Panagora Asset Management
Massachusetts
$756K -$142K -12,641 -16%
SO
31
STRS Ohio
Ohio
$751K – – –
Geode Capital Management
32
Geode Capital Management
Massachusetts
$735K +$154K +13,696 +27%
U
33
UBS
Switzerland
$710K -$106K -9,393 -13%
Two Sigma Advisers
34
Two Sigma Advisers
New York
$613K -$78.7K -7,000 -11%
BCM
35
Bridgeway Capital Management
Texas
$540K – – –
BIM
36
BlackRock Investment Management
Delaware
$537K +$30.8K +2,734 +6%
OAM
37
Oxford Asset Management
United Kingdom
$487K +$106K +9,435 +28%
OAM
38
Oberweis Asset Management
Illinois
$479K +$479K +42,550 New
MC
39
Menta Capital
California
$458K +$50.1K +4,446 +12%
Morgan Stanley
40
Morgan Stanley
New York
$443K +$443K +39,362 New
BA
41
BlackRock Advisors
Delaware
$427K +$168K +14,971 +65%
Prudential Financial
42
Prudential Financial
New Jersey
$406K +$101K +9,000 +33%
AllianceBernstein
43
AllianceBernstein
Tennessee
$392K -$18.4K -1,628 -4%
Charles Schwab
44
Charles Schwab
California
$376K -$12.7K -1,119 -3%
NI
45
Numeric Investors
Massachusetts
$345K +$345K +30,652 New
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$344K +$11.8K +1,049 +4%
TA
47
Teachers Advisors
New York
$290K +$43.3K +3,855 +18%
Deutsche Bank
48
Deutsche Bank
Germany
$262K +$147K +13,117 +128%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$250K -$19.8K -1,765 -7%
Two Sigma Investments
50
Two Sigma Investments
New York
$206K -$377K -33,481 -65%
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