EPM icon

Evolution Petroleum
EPM

Overview Fund Activity

86 hedge funds and large institutions have $171M invested in Evolution Petroleum in 2014 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 21 reducing their positions, and 10 closing their positions.

Holders
86
Holders Change
+1
Holders Change %
+1.18%
% of All Funds
2.3%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
12
Increased
34
Reduced
21
Closed
10
Calls
$101K
Puts
$25K
Net Calls
+$76K
Net Calls Change
+$64K

Top Buyers

1
JA
1
JVL Advisors
Texas
$30.4M
2
ACH
2
ArrowMark Colorado Holdings
Colorado
$3.15M
3
WA
3
Wasatch Advisors
Utah
$2.52M
4
FAM
4
Fenimore Asset Management
New York
$5.92M
5
BFA
5
BlackRock Fund Advisors
California
$4.03M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$8.89M
2
KCM
2
Kennedy Capital Management
Missouri
$4.12M
3
NC
3
Nokomis Capital
Texas
$0
4
APG Asset Management
4
APG Asset Management
Netherlands
$0
5
RJA
5
Raymond James & Associates
Florida
$3.37M
Name Market Value Shares Shares
Change 		Shares
Change %
WA
26
WealthTrust Axiom
Pennsylvania
$1.63M 218,885 +41,612 +23%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$1.37M 184,466 – –
BIT
28
BlackRock Institutional Trust
California
$1.31M 175,999 -3,002 -2%
Geode Capital Management
29
Geode Capital Management
Massachusetts
$923K 124,248 -13,745 -10%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$789K 107,911 -4,900 -4%
DC
31
Deere & Company
Illinois
$731K 98,400 +35,500 +56%
MC
32
Menta Capital
California
$504K 67,879 -24,135 -26%
TCIM
33
TIAA CREF Investment Management
New York
$481K 64,778 -6,891 -10%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$427K 57,491 +32,277 +128%
BIM
35
BlackRock Investment Management
Delaware
$422K 56,816 -253 -0.4%
Charles Schwab
36
Charles Schwab
California
$411K 55,258 +1,769 +3%
Two Sigma Investments
37
Two Sigma Investments
New York
$401K 53,949 -8,326 -13%
Two Sigma Advisers
38
Two Sigma Advisers
New York
$382K 51,400 -6,100 -11%
BCM
39
Bridgeway Capital Management
Texas
$357K 48,000 – –
SO
40
STRS Ohio
Ohio
$346K 46,600 -8,400 -15%
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$269K 36,155 +155 +0.4%
OAM
42
Oberweis Asset Management
Illinois
$263K 35,450 -8,200 -19%
Citadel Advisors
43
Citadel Advisors
Florida
$234K 31,501 +2,117 +7%
TA
44
Teachers Advisors
New York
$218K 29,354 – –
PAM
45
Panagora Asset Management
Massachusetts
$182K 24,474 – –
UBS Group
46
UBS Group
Switzerland
$178K 24,033 +24,033 New
NFA
47
Nationwide Fund Advisors
Ohio
$176K 23,633 – –
SLG
48
Stanley-Laman Group
Pennsylvania
$174K 23,381 -7,225 -24%
VKH
49
Virtu KCG Holdings
New York
$170K 22,846 +22,846 New
RA
50
Raffles Associates
New York
$163K 22,000 +22,000 New
1
2
3 4