We are live on ! Find out more
EPM icon

Evolution Petroleum

79 hedge funds and large institutions have $113M invested in Evolution Petroleum in 2016 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 25

1% more capital invested

Capital invested by funds: $112M → $113M (+$1.09M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.05% less ownership

Funds ownership: 71.5%71.45% (-0.05%)

8% less funds holding

Funds holding: 8679 (-7)

50% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 14

Holders
79
Holders Change
-7
Holders Change %
-8.14%
% of All Funds
2.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
31
Reduced
25
Closed
14
Calls
$103K
Puts
Net Calls
+$103K
Net Calls Change
-$72K
Name Holding Trade Value Shares
Change
Change in
Stake
MC
26
Menta Capital
California
$1.03M +$13.9K +3,088 +1%
BA
27
BlackRock Advisors
Delaware
$768K -$5.93K -1,320 -0.8%
WA
28
Wasatch Advisors
Utah
$636K +$215K +47,744 +58%
Allianz Asset Management
29
Allianz Asset Management
Germany
$553K -$13.6K -3,014 -3%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$524K
TCIM
31
TIAA CREF Investment Management
New York
$407K
NSIM
32
North Star Investment Management
Illinois
$400K
BIM
33
BlackRock Investment Management
Delaware
$399K +$8.27K +1,840 +2%
HH
34
Hilltop Holdings
Texas
$374K
Charles Schwab
35
Charles Schwab
California
$365K +$8.4K +1,868 +3%
Invesco
36
Invesco
Georgia
$326K +$79.7K +17,733 +36%
BG
37
BlackRock Group
United Kingdom
$315K
SO
38
STRS Ohio
Ohio
$281K
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$253K +$29.4K +6,537 +14%
Two Sigma Advisers
40
Two Sigma Advisers
New York
$232K -$3.6K -800 -2%
GCP
41
GSA Capital Partners
United Kingdom
$188K +$38.8K +8,630 +29%
TA
42
Teachers Advisors
New York
$178K
Deutsche Bank
43
Deutsche Bank
Germany
$156K -$8.53K -1,898 -6%
CIS
44
Connors Investor Services
Pennsylvania
$146K
LPL Financial
45
LPL Financial
California
$141K -$1.19K -264 -0.9%
RA
46
Raffles Associates
New York
$139K -$112K -25,000 -47%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$114K
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$109K -$45.2K -10,046 -31%
Goldman Sachs
49
Goldman Sachs
New York
$109K +$101K +22,460 New
PAM
50
Panagora Asset Management
Massachusetts
$108K +$15.9K +3,533 +19%