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Evolution Petroleum
EPM

Overview Fund Activity

86 hedge funds and large institutions have $112M invested in Evolution Petroleum in 2015 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 26 reducing their positions, and 9 closing their positions.

Holders
86
Holders Change
+2
Holders Change %
+2.38%
% of All Funds
2.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
30
Reduced
26
Closed
9
Calls
$188K
Puts
$13K
Net Calls
+$175K
Net Calls Change
+$67K

Top Buyers

1
AR
1
Advisory Research
Illinois
$15.5M
2
GPGA
2
Grandeur Peak Global Advisors
Utah
$665K
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$562K
4
FP
4
Foundry Partners
Minnesota
$879K
5
Morgan Stanley
5
Morgan Stanley
New York
$1.43M

Top Sellers

1
BGIM
1
Brandywine Global Investment Management
Pennsylvania
$74K
2
RP
2
Reinhart Partners
Wisconsin
$0
3
NCM
3
Nantahala Capital Management
Connecticut
$4.46M
4
KCM
4
Kennedy Capital Management
Missouri
$2.09M
5
ACH
5
ArrowMark Colorado Holdings
Colorado
$5.79M
Name Market Value Shares Shares
Change 		Shares
Change %
BA
26
BlackRock Advisors
Delaware
$767K 159,361 -1,229 -0.8%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$734K 152,793 – –
GPGA
28
Grandeur Peak Global Advisors
Utah
$665K 138,300 +138,300 New
Allianz Asset Management
29
Allianz Asset Management
Germany
$562K 116,880 +116,880 New
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$519K 107,811 – –
TCIM
31
TIAA CREF Investment Management
New York
$403K 83,731 +14,015 +20%
WA
32
Wasatch Advisors
Utah
$397K 82,492 -16,000 -16%
NSIM
33
North Star Investment Management
Illinois
$396K 82,350 – –
BIM
34
BlackRock Investment Management
Delaware
$386K 80,243 +537 +0.7%
HH
35
Hilltop Holdings
Texas
$370K 76,900 – –
DC
36
Deere & Company
Illinois
$367K 76,300 -22,100 -22%
Charles Schwab
37
Charles Schwab
California
$352K 73,137 +2,518 +4%
BG
38
BlackRock Group
United Kingdom
$312K 64,841 – –
PPA
39
Parametric Portfolio Associates
Washington
$286K 59,369 -2,174 -4%
SO
40
STRS Ohio
Ohio
$278K 57,900 – –
RA
41
Raffles Associates
New York
$258K 53,700 – –
Invesco
42
Invesco
Georgia
$238K 49,391 +49,391 New
Two Sigma Advisers
43
Two Sigma Advisers
New York
$234K 48,625 -10,788 -18%
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$219K 45,612 +861 +2%
TA
45
Teachers Advisors
New York
$176K 36,621 +3,704 +11%
Deutsche Bank
46
Deutsche Bank
Germany
$164K 34,376 +27,588 +406%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$157K 32,546 – –
Citadel Advisors
48
Citadel Advisors
Florida
$149K 30,841 -66,821 -68%
GCP
49
GSA Capital Partners
United Kingdom
$144K 29,967 – –
CIS
50
Connors Investor Services
Pennsylvania
$144K 30,000 +30,000 New
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2
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