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Evolution Petroleum
EPM

Overview Fund Activity

76 hedge funds and large institutions have $129M invested in Evolution Petroleum in 2016 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 25 increasing their positions, 28 reducing their positions, and 7 closing their positions.

Holders
76
Holders Change
-3
Holders Change %
-3.8%
% of All Funds
2.03%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
4
Increased
25
Reduced
28
Closed
7
Calls
–
Puts
$2K
Net Calls
-$2K
Net Calls Change
-$105K

Top Buyers

1
ACH
1
ArrowMark Colorado Holdings
Colorado
$8M
2
WA
2
Wasatch Advisors
Utah
$1.42M
3
WA
3
WealthTrust Axiom
Pennsylvania
$3.39M
4
MERSOM
4
Municipal Employees' Retirement System of Michigan
Michigan
$295K
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$901K

Top Sellers

1
RRAM
1
River Road Asset Management
Kentucky
$12.8M
2
NCM
2
Nantahala Capital Management
Connecticut
$4.94M
3
Morgan Stanley
3
Morgan Stanley
New York
$822K
4
BIT
4
BlackRock Institutional Trust
California
$4.9M
5
Ameriprise
5
Ameriprise
Minnesota
$2.18M
Name Market Value Shares Shares
Change 		Shares
Change %
MC
26
Menta Capital
California
$1.16M 212,454 -400 -0.2%
Allianz Asset Management
27
Allianz Asset Management
Germany
$901K 164,669 +50,803 +45%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$855K 156,327 +1,844 +1%
BA
29
BlackRock Advisors
Delaware
$853K 156,031 -2,010 -1%
Morgan Stanley
30
Morgan Stanley
New York
$822K 150,221 -89,831 -37%
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$590K 107,811 – –
BIM
32
BlackRock Investment Management
Delaware
$485K 88,576 +6,493 +8%
TCIM
33
TIAA CREF Investment Management
New York
$453K 82,865 -866 -1%
NSIM
34
North Star Investment Management
Illinois
$450K 82,350 – –
HH
35
Hilltop Holdings
Texas
$421K 76,900 – –
Charles Schwab
36
Charles Schwab
California
$392K 71,561 -3,444 -5%
SO
37
STRS Ohio
Ohio
$364K 66,700 +8,800 +15%
BG
38
BlackRock Group
United Kingdom
$355K 64,841 – –
Invesco
39
Invesco
Georgia
$346K 63,180 -3,944 -6%
MERSOM
40
Municipal Employees' Retirement System of Michigan
Michigan
$295K 53,840 +53,800 +134,500%
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$279K 51,049 -1,100 -2%
GCP
42
GSA Capital Partners
United Kingdom
$206K 37,697 -900 -2%
TA
43
Teachers Advisors
New York
$200K 36,621 – –
Two Sigma Advisers
44
Two Sigma Advisers
New York
$193K 35,325 -12,500 -26%
RA
45
Raffles Associates
New York
$184K 33,700 +5,000 +17%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$178K 32,465 +8,976 +38%
CIS
47
Connors Investor Services
Pennsylvania
$164K 30,000 – –
Deutsche Bank
48
Deutsche Bank
Germany
$136K 25,164 -7,314 -23%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$123K 22,500 – –
Goldman Sachs
50
Goldman Sachs
New York
$123K 22,462 +2 +0%
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