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Evolution Petroleum
EPM

Overview Fund Activity

91 hedge funds and large institutions have $245M invested in Evolution Petroleum in 2014 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 40 reducing their positions, and 5 closing their positions.

Holders
91
Holders Change
+3
Holders Change %
+3.41%
% of All Funds
2.62%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
8
Increased
32
Reduced
40
Closed
5
Calls
$251K
Puts
$453K
Net Calls
-$202K
Net Calls Change
-$180K

Top Buyers

1
RP
1
Reinhart Partners
Wisconsin
$3.57M
2
NCM
2
Nantahala Capital Management
Connecticut
$7.72M
3
BGIM
3
Brandywine Global Investment Management
Pennsylvania
$10.1M
4
KCM
4
Kennedy Capital Management
Missouri
$8.85M
5
RJA
5
Raymond James & Associates
Florida
$3.95M

Top Sellers

1
AR
1
Advisory Research
Illinois
$3.95M
2
Invesco
2
Invesco
Georgia
$0
3
KG
3
Killen Group
Pennsylvania
$5.21M
4
RRAM
4
River Road Asset Management
Kentucky
$20M
5
NC
5
Nokomis Capital
Texas
$5.31M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$2.29M 208,971 +200 +0.1%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$2.06M 187,671 -100 -0.1%
Allianz Asset Management
28
Allianz Asset Management
Germany
$2.06M 187,675 +6,304 +3%
WA
29
WealthTrust Axiom
Pennsylvania
$2M 183,048 -5,884 -3%
APG Asset Management
30
APG Asset Management
Netherlands
$1.76M 160,900 – –
Geode Capital Management
31
Geode Capital Management
Massachusetts
$1.41M 128,411 -1,788 -1%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$1.21M 110,911 +100 +0.1%
Macquarie Group
33
Macquarie Group
Australia
$990K 90,371 -21,100 -19%
TCIM
34
TIAA CREF Investment Management
New York
$805K 73,498 +8,577 +13%
Morgan Stanley
35
Morgan Stanley
New York
$767K 70,101 -6,245 -8%
DC
36
Deere & Company
Illinois
$755K 68,987 – –
U
37
UBS
Switzerland
$706K 64,450 +1,107 +2%
OAM
38
Oberweis Asset Management
Illinois
$658K 60,050 -8,800 -13%
BCM
39
Bridgeway Capital Management
Texas
$640K 58,470 -450 -0.8%
SO
40
STRS Ohio
Ohio
$630K 57,500 +425 +0.7%
BIM
41
BlackRock Investment Management
Delaware
$608K 55,567 +8,486 +18%
Boston Partners
42
Boston Partners
Massachusetts
$603K 55,100 – –
Two Sigma Investments
43
Two Sigma Investments
New York
$596K 54,401 -287 -0.5%
Charles Schwab
44
Charles Schwab
California
$571K 52,066 +8,552 +20%
Two Sigma Advisers
45
Two Sigma Advisers
New York
$550K 50,200 -4,800 -9%
PAM
46
Panagora Asset Management
Massachusetts
$443K 40,808 -20,253 -33%
RFC
47
Russell Frank Company
Washington
$442K 41,473 -19,915 -32%
SLG
48
Stanley-Laman Group
Pennsylvania
$441K 40,248 -1,915 -5%
Citadel Advisors
49
Citadel Advisors
Florida
$434K 39,590 -4,838 -11%
WI
50
WHV Investments
California
$403K 36,800 -8,760 -19%
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