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Evolution Petroleum
EPM

Overview Fund Activity

86 hedge funds and large institutions have $264M invested in Evolution Petroleum in 2013 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 26 reducing their positions, and 7 closing their positions.

Holders
86
Holders Change
+7
Holders Change %
+8.86%
% of All Funds
2.5%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
15
Increased
34
Reduced
26
Closed
7
Calls
$132K
Puts
$141K
Net Calls
-$9K
Net Calls Change
-$53K

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$17.1M
2
CAM
2
Cortina Asset Management
Wisconsin
$6.82M
3
BGIM
3
Brandywine Global Investment Management
Pennsylvania
$5.89M
4
Boston Partners
4
Boston Partners
Massachusetts
$3.65M
5
TAM
5
THB Asset Management
Connecticut
$13.4M

Top Sellers

1
NC
1
Nokomis Capital
Texas
$14.7M
2
AR
2
Advisory Research
Illinois
$9.19M
3
CCM
3
Corsair Capital Management
New York
$0
4
California Public Employees Retirement System
4
California Public Employees Retirement System
California
$1.42M
5
BFA
5
BlackRock Fund Advisors
California
$5.73M
Name Market Value Shares Shares
Change 		Shares
Change %
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$2.19M 177,518 +9,277 +6%
Allianz Asset Management
27
Allianz Asset Management
Germany
$2.1M 170,398 +52,933 +45%
RJA
28
Raymond James & Associates
Florida
$2.08M 168,118 +99,585 +145%
NCM
29
Nantahala Capital Management
Connecticut
$1.88M 152,380 +30,292 +25%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$1.42M 114,011 -28,400 -20%
Macquarie Group
31
Macquarie Group
Australia
$1.38M 111,471 +12,000 +12%
Geode Capital Management
32
Geode Capital Management
Massachusetts
$1.15M 92,925 +27,657 +42%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$1.06M 85,805 +85,805 New
Two Sigma Investments
34
Two Sigma Investments
New York
$975K 79,020 +60,734 +332%
DC
35
Deere & Company
Illinois
$866K 70,200 +70,200 New
PAM
36
Panagora Asset Management
Massachusetts
$840K 68,028 +950 +1%
TCIM
37
TIAA CREF Investment Management
New York
$830K 67,251 – –
U
38
UBS
Switzerland
$771K 62,527 -550 -0.9%
Morgan Stanley
39
Morgan Stanley
New York
$747K 60,552 +21,190 +54%
Two Sigma Advisers
40
Two Sigma Advisers
New York
$730K 59,200 +4,700 +9%
BCM
41
Bridgeway Capital Management
Texas
$727K 58,920 +10,920 +23%
SO
42
STRS Ohio
Ohio
$713K 57,800 -8,900 -13%
BIM
43
BlackRock Investment Management
Delaware
$575K 46,600 -1,082 -2%
RFC
44
Russell Frank Company
Washington
$575K 44,141 +44,057 +52,449%
OAM
45
Oxford Asset Management
United Kingdom
$525K 42,540 -741 -2%
OAM
46
Oberweis Asset Management
Illinois
$525K 42,550 – –
Charles Schwab
47
Charles Schwab
California
$517K 41,834 +8,650 +26%
BA
48
BlackRock Advisors
Delaware
$424K 34,331 -3,634 -10%
AllianceBernstein
49
AllianceBernstein
Tennessee
$423K 34,272 -500 -1%
Prudential Financial
50
Prudential Financial
New Jersey
$407K 32,991 -3,100 -9%
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