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Evolution Petroleum
EPM

Overview Fund Activity

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.

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

Top Buyers

1
AR
1
Advisory Research
Illinois
$17M
2
WA
2
WealthTrust Axiom
Pennsylvania
$2.64M
3
PPA
3
Parametric Portfolio Associates
Washington
$1.11M
4
NCM
4
Nantahala Capital Management
Connecticut
$5.04M
5
GPGA
5
Grandeur Peak Global Advisors
Utah
$1.17M

Top Sellers

1
KCM
1
Kennedy Capital Management
Missouri
$0
2
JA
2
JVL Advisors
Texas
$18.9M
3
FAM
3
Fenimore Asset Management
New York
$4.23M
4
DC
4
Deere & Company
Illinois
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$1.17M
Name Market Value Shares Shares
Change 		Shares
Change %
MC
26
Menta Capital
California
$1.03M 212,854 +3,088 +1%
BA
27
BlackRock Advisors
Delaware
$768K 158,041 -1,320 -0.8%
WA
28
Wasatch Advisors
Utah
$636K 130,236 +47,744 +58%
Allianz Asset Management
29
Allianz Asset Management
Germany
$553K 113,866 -3,014 -3%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$524K 107,811 – –
TCIM
31
TIAA CREF Investment Management
New York
$407K 83,731 – –
NSIM
32
North Star Investment Management
Illinois
$400K 82,350 – –
BIM
33
BlackRock Investment Management
Delaware
$399K 82,083 +1,840 +2%
HH
34
Hilltop Holdings
Texas
$374K 76,900 – –
Charles Schwab
35
Charles Schwab
California
$365K 75,005 +1,868 +3%
Invesco
36
Invesco
Georgia
$326K 67,124 +17,733 +36%
BG
37
BlackRock Group
United Kingdom
$315K 64,841 – –
SO
38
STRS Ohio
Ohio
$281K 57,900 – –
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$253K 52,149 +6,537 +14%
Two Sigma Advisers
40
Two Sigma Advisers
New York
$232K 47,825 -800 -2%
GCP
41
GSA Capital Partners
United Kingdom
$188K 38,597 +8,630 +29%
TA
42
Teachers Advisors
New York
$178K 36,621 – –
Deutsche Bank
43
Deutsche Bank
Germany
$156K 32,478 -1,898 -6%
CIS
44
Connors Investor Services
Pennsylvania
$146K 30,000 – –
LPL Financial
45
LPL Financial
California
$141K 29,377 -264 -0.9%
RA
46
Raffles Associates
New York
$139K 28,700 -25,000 -47%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$114K 23,489 – –
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$109K 22,500 -10,046 -31%
Goldman Sachs
49
Goldman Sachs
New York
$109K 22,460 +22,460 New
PAM
50
Panagora Asset Management
Massachusetts
$108K 22,272 +3,533 +19%
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