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Evolution Petroleum
EPM

Overview Fund Activity

80 hedge funds and large institutions have $140M invested in Evolution Petroleum in 2015 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 30 increasing their positions, 24 reducing their positions, and 12 closing their positions.

Holders
80
Holders Change
-6
Holders Change %
-6.98%
% of All Funds
2.13%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
6
Increased
30
Reduced
24
Closed
12
Calls
$61K
Puts
$20K
Net Calls
+$41K
Net Calls Change
-$35K

Top Buyers

1
AR
1
Advisory Research
Illinois
$7.26M
2
FAM
2
Fenimore Asset Management
New York
$6.85M
3
ACH
3
ArrowMark Colorado Holdings
Colorado
$3.92M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.14M
5
BIT
5
BlackRock Institutional Trust
California
$1.62M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$4.32M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$4.63M
3
Lazard Asset Management
3
Lazard Asset Management
New York
$5.39M
4
CAM
4
Cortina Asset Management
Wisconsin
$2.35M
5
BGIM
5
Brandywine Global Investment Management
Pennsylvania
$4.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
State Street
26
State Street
Massachusetts
$1.42M +$1.46K +246 +0.1%
WA
27
WealthTrust Axiom
Pennsylvania
$1.35M +$52.3K +8,796 +4%
Morgan Stanley
28
Morgan Stanley
New York
$1.14M +$1.06M +177,229 +1,272%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$1.08M -$14.9K -2,500 -1%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$815K +$75.9K +12,754 +10%
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$789K – – –
BCM
32
Bridgeway Capital Management
Texas
$780K +$494K +83,073 +173%
MC
33
Menta Capital
California
$713K +$309K +51,981 +77%
Citadel Advisors
34
Citadel Advisors
Florida
$620K +$433K +72,690 +231%
Charles Schwab
35
Charles Schwab
California
$619K +$290K +48,686 +88%
DC
36
Deere & Company
Illinois
$585K – – –
NSIM
37
North Star Investment Management
Illinois
$490K +$490K +82,350 New
HH
38
Hilltop Holdings
Texas
$458K +$458K +76,900 New
BA
39
BlackRock Advisors
Delaware
$412K +$332K +55,802 +416%
TCIM
40
TIAA CREF Investment Management
New York
$385K – – –
Two Sigma Advisers
41
Two Sigma Advisers
New York
$334K +$28K +4,700 +9%
BIM
42
BlackRock Investment Management
Delaware
$333K -$4.68K -787 -1%
Two Sigma Investments
43
Two Sigma Investments
New York
$332K +$11.2K +1,885 +3%
TC
44
TFS Capital
Pennsylvania
$285K +$285K +47,892 New
SO
45
STRS Ohio
Ohio
$270K -$6.53K -1,100 -2%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$215K – – –
Nomura Holdings
47
Nomura Holdings
Japan
$207K +$207K +32,419 New
TA
48
Teachers Advisors
New York
$196K +$21.2K +3,563 +12%
NFA
49
Nationwide Fund Advisors
Ohio
$136K -$4.72K -792 -3%
RA
50
Raffles Associates
New York
$131K – – –
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