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Evolution Petroleum
EPM

Overview Fund Activity

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.

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

Top Buyers

1
AR
1
Advisory Research
Illinois
$13.4M
2
BIT
2
BlackRock Institutional Trust
California
$5.71M
3
ACH
3
ArrowMark Colorado Holdings
Colorado
$7.28M
4
BA
4
BlackRock Advisors
Delaware
$1.09M
5
BFA
5
BlackRock Fund Advisors
California
$4.22M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$0
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$0
3
Lazard Asset Management
3
Lazard Asset Management
New York
$4.25M
4
CAM
4
Cortina Asset Management
Wisconsin
$1.23M
5
WA
5
Wasatch Advisors
Utah
$1.55M
Name Market Value Shares Shares
Change 		Shares
Change %
CAM
26
Cortina Asset Management
Wisconsin
$1.23M 185,865 -209,583 -53%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$1.15M 174,470 -7,496 -4%
BA
28
BlackRock Advisors
Delaware
$1.09M 165,026 +95,816 +138%
MC
29
Menta Capital
California
$1.08M 164,252 +44,392 +37%
Citadel Advisors
30
Citadel Advisors
Florida
$1.01M 153,453 +49,262 +47%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$989K 150,199 +13,197 +10%
BCM
32
Bridgeway Capital Management
Texas
$983K 149,223 +18,150 +14%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$710K 107,811 -100 -0.1%
Charles Schwab
34
Charles Schwab
California
$709K 107,495 +3,551 +3%
DC
35
Deere & Company
Illinois
$648K 98,400 – –
NSIM
36
North Star Investment Management
Illinois
$543K 82,350 – –
BIM
37
BlackRock Investment Management
Delaware
$533K 80,903 +24,874 +44%
HH
38
Hilltop Holdings
Texas
$471K 71,400 -5,500 -7%
TCIM
39
TIAA CREF Investment Management
New York
$459K 69,716 +4,938 +8%
Two Sigma Advisers
40
Two Sigma Advisers
New York
$449K 68,113 +12,013 +21%
Two Sigma Investments
41
Two Sigma Investments
New York
$436K 66,161 +10,327 +18%
BG
42
BlackRock Group
United Kingdom
$427K 64,841 +64,841 New
SO
43
STRS Ohio
Ohio
$381K 57,900 +12,400 +27%
RA
44
Raffles Associates
New York
$354K 53,700 +31,700 +144%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$296K 44,951 +8,796 +24%
TA
46
Teachers Advisors
New York
$217K 32,917 – –
UBS Group
47
UBS Group
Switzerland
$189K 28,693 +7,216 +34%
TC
48
TFS Capital
Pennsylvania
$186K 28,260 -19,632 -41%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$157K 23,794 +23,794 New
SCA
50
Secor Capital Advisors
New York
$157K 23,801 +23,801 New
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