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Evolution Petroleum
EPM

Overview Fund Activity

88 hedge funds and large institutions have $279M invested in Evolution Petroleum in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 33 increasing their positions, 35 reducing their positions, and 4 closing their positions.

Holders
88
Holders Change
+2
Holders Change %
+2.33%
% of All Funds
2.54%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
6
Increased
33
Reduced
35
Closed
4
Calls
$383K
Puts
$405K
Net Calls
-$22K
Net Calls Change
-$13K

Top Buyers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$7.63M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$5.27M
3
NCM
3
Nantahala Capital Management
Connecticut
$5.06M
4
APG Asset Management
4
APG Asset Management
Netherlands
$2.05M
5
BGIM
5
Brandywine Global Investment Management
Pennsylvania
$8.12M

Top Sellers

1
NC
1
Nokomis Capital
Texas
$7.49M
2
Boston Partners
2
Boston Partners
Massachusetts
$701K
3
WI
3
WHV Investments
California
$581K
4
BIT
4
BlackRock Institutional Trust
California
$2.79M
5
AR
5
Advisory Research
Illinois
$8.49M
Name Market Value Shares Shares
Change 		Shares
Change %
WA
26
WealthTrust Axiom
Pennsylvania
$2.41M 188,932 -7,792 -4%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$2.39M 187,771 +10,253 +6%
Allianz Asset Management
28
Allianz Asset Management
Germany
$2.31M 181,371 +10,973 +6%
RJA
29
Raymond James & Associates
Florida
$2.1M 165,092 -3,026 -2%
APG Asset Management
30
APG Asset Management
Netherlands
$2.05M 160,900 +160,900 New
Geode Capital Management
31
Geode Capital Management
Massachusetts
$1.66M 130,199 +37,274 +40%
Macquarie Group
32
Macquarie Group
Australia
$1.42M 111,471 – –
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$1.39M 110,811 -3,200 -3%
Morgan Stanley
34
Morgan Stanley
New York
$972K 76,346 +15,794 +26%
DC
35
Deere & Company
Illinois
$878K 68,987 -1,213 -2%
OAM
36
Oberweis Asset Management
Illinois
$876K 68,850 +26,300 +62%
TCIM
37
TIAA CREF Investment Management
New York
$826K 64,921 -2,330 -3%
U
38
UBS
Switzerland
$806K 63,343 +816 +1%
RFC
39
Russell Frank Company
Washington
$782K 61,388 +17,247 +39%
PAM
40
Panagora Asset Management
Massachusetts
$776K 61,061 -6,967 -10%
BCM
41
Bridgeway Capital Management
Texas
$750K 58,920 – –
SO
42
STRS Ohio
Ohio
$727K 57,075 -725 -1%
Boston Partners
43
Boston Partners
Massachusetts
$701K 55,100 -240,850 -81%
Two Sigma Advisers
44
Two Sigma Advisers
New York
$700K 55,000 -4,200 -7%
Two Sigma Investments
45
Two Sigma Investments
New York
$696K 54,688 -24,332 -31%
BIM
46
BlackRock Investment Management
Delaware
$599K 47,081 +481 +1%
WI
47
WHV Investments
California
$581K 45,560 -223,565 -83%
Citadel Advisors
48
Citadel Advisors
Florida
$566K 44,428 +32,208 +264%
Charles Schwab
49
Charles Schwab
California
$554K 43,514 +1,680 +4%
SLG
50
Stanley-Laman Group
Pennsylvania
$537K 42,163 +42,163 New
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