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Evolution Petroleum
EPM

Overview Fund Activity

84 hedge funds and large institutions have $132M invested in Evolution Petroleum in 2015 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 29 reducing their positions, and 8 closing their positions.

Holders
84
Holders Change
+1
Holders Change %
+1.2%
% of All Funds
2.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
26
Reduced
29
Closed
8
Calls
$121K
Puts
$13K
Net Calls
+$108K
Net Calls Change
+$101K

Top Buyers

1
AR
1
Advisory Research
Illinois
$16M
2
ACH
2
ArrowMark Colorado Holdings
Colorado
$7.29M
3
NCM
3
Nantahala Capital Management
Connecticut
$5.99M
4
FP
4
Foundry Partners
Minnesota
$554K
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.34M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$0
2
CAM
2
Cortina Asset Management
Wisconsin
$0
3
WA
3
Wasatch Advisors
Utah
$547K
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.67M
5
RRAM
5
River Road Asset Management
Kentucky
$14.2M
Name Market Value Shares Shares
Change 		Shares
Change %
BA
26
BlackRock Advisors
Delaware
$891K 160,590 -4,436 -3%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$848K 152,793 +2,594 +2%
BCM
28
Bridgeway Capital Management
Texas
$828K 149,223 – –
California Public Employees Retirement System
29
California Public Employees Retirement System
California
$598K 107,811 – –
FP
30
Foundry Partners
Minnesota
$554K 99,830 +99,830 New
WA
31
Wasatch Advisors
Utah
$547K 98,492 -136,000 -58%
DC
32
Deere & Company
Illinois
$546K 98,400 – –
Citadel Advisors
33
Citadel Advisors
Florida
$542K 97,662 -55,791 -36%
NSIM
34
North Star Investment Management
Illinois
$457K 82,350 – –
BIM
35
BlackRock Investment Management
Delaware
$442K 79,706 -1,197 -1%
HH
36
Hilltop Holdings
Texas
$427K 76,900 +5,500 +8%
Charles Schwab
37
Charles Schwab
California
$392K 70,619 -36,876 -34%
TCIM
38
TIAA CREF Investment Management
New York
$387K 69,716 – –
BG
39
BlackRock Group
United Kingdom
$360K 64,841 – –
PPA
40
Parametric Portfolio Associates
Washington
$342K 61,543 +45,546 +285%
Two Sigma Advisers
41
Two Sigma Advisers
New York
$331K 59,413 -8,700 -13%
SO
42
STRS Ohio
Ohio
$321K 57,900 – –
RA
43
Raffles Associates
New York
$298K 53,700 – –
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$248K 44,751 -200 -0.4%
TA
45
Teachers Advisors
New York
$183K 32,917 – –
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$181K 32,546 +8,752 +37%
SIP
47
Stoneridge Investment Partners
Pennsylvania
$174K 31,420 +31,420 New
GCP
48
GSA Capital Partners
United Kingdom
$166K 29,967 +29,967 New
RCM
49
Rotella Capital Management
Washington
$132K 23,869 +23,869 New
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$128K 23,139 +6,525 +39%
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