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Evolution Petroleum

83 hedge funds and large institutions have $156M invested in Evolution Petroleum in 2015 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

38% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 26

21% more call options, than puts

Call options by funds: $40K | Put options by funds: $33K

11% more capital invested

Capital invested by funds: $140M → $156M (+$16M)

4% more funds holding

Funds holding: 8083 (+3)

0.38% more ownership

Funds ownership: 71.68%72.06% (+0.38%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
83
Holders Change
+3
Holders Change %
+3.75%
% of All Funds
2.24%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
36
Reduced
26
Closed
7
Calls
$40K
Puts
$33K
Net Calls
+$7K
Net Calls Change
-$34K
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
26
Cortina Asset Management
Wisconsin
$1.23M -$1.43M -209,583 -53%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$1.15M -$51.2K -7,496 -4%
BA
28
BlackRock Advisors
Delaware
$1.09M +$655K +95,816 +138%
MC
29
Menta Capital
California
$1.08M +$303K +44,392 +37%
Citadel Advisors
30
Citadel Advisors
Florida
$1.01M +$336K +49,262 +47%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$989K +$90.1K +13,197 +10%
BCM
32
Bridgeway Capital Management
Texas
$983K +$124K +18,150 +14%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$710K -$683 -100 -0.1%
Charles Schwab
34
Charles Schwab
California
$709K +$24.3K +3,551 +3%
DC
35
Deere & Company
Illinois
$648K
NSIM
36
North Star Investment Management
Illinois
$543K
BIM
37
BlackRock Investment Management
Delaware
$533K +$170K +24,874 +44%
HH
38
Hilltop Holdings
Texas
$471K -$37.6K -5,500 -7%
TCIM
39
TIAA CREF Investment Management
New York
$459K +$33.7K +4,938 +8%
Two Sigma Advisers
40
Two Sigma Advisers
New York
$449K +$82.1K +12,013 +21%
Two Sigma Investments
41
Two Sigma Investments
New York
$436K +$70.5K +10,327 +18%
BG
42
BlackRock Group
United Kingdom
$427K +$443K +64,841 New
SO
43
STRS Ohio
Ohio
$381K +$84.7K +12,400 +27%
RA
44
Raffles Associates
New York
$354K +$217K +31,700 +144%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$296K +$60.1K +8,796 +24%
TA
46
Teachers Advisors
New York
$217K
UBS Group
47
UBS Group
Switzerland
$189K +$49.3K +7,216 +34%
TC
48
TFS Capital
Pennsylvania
$186K -$134K -19,632 -41%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$157K +$163K +23,794 New
SCA
50
Secor Capital Advisors
New York
$157K +$163K +23,801 New