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Evolution Petroleum
EPM

Overview Fund Activity

99 hedge funds and large institutions have $237M invested in Evolution Petroleum in 2016 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 33 increasing their positions, 30 reducing their positions, and 8 closing their positions.

Holders
99
Holders Change
+13
Holders Change %
+15.12%
% of All Funds
2.48%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
22
Increased
33
Reduced
30
Closed
8
Calls
$761K
Puts
–
Net Calls
+$761K
Net Calls Change
+$754K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$11.6M
2
EI
2
EAM Investors
California
$2.68M
3
ACH
3
ArrowMark Colorado Holdings
Colorado
$22.3M
4
NI
4
Numeric Investors
Massachusetts
$1.83M
5
MCM
5
McKinley Capital Management
Alaska
$1.77M

Top Sellers

1
RRAM
1
River Road Asset Management
Kentucky
$5.87M
2
AR
2
Advisory Research
Illinois
$28.1M
3
NCM
3
Nantahala Capital Management
Connecticut
$6.88M
4
Ameriprise
4
Ameriprise
Minnesota
$1.11M
5
FP
5
Foundry Partners
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PPA
26
Parametric Portfolio Associates
Washington
$2.28M 228,272 -3,952 -2%
Invesco
27
Invesco
Georgia
$1.97M 196,883 +134,803 +217%
NI
28
Numeric Investors
Massachusetts
$1.83M 183,038 +183,038 New
MCM
29
McKinley Capital Management
Alaska
$1.77M 177,171 +177,171 New
Russell Investments Group
30
Russell Investments Group
United Kingdom
$1.75M 178,585 +178,585 New
SIM
31
Spark Investment Management
New York
$1.5M 150,000 +125,900 +522%
Morgan Stanley
32
Morgan Stanley
New York
$1.5M 149,729 +71,169 +91%
Charles Schwab
33
Charles Schwab
California
$1.42M 141,695 +65,762 +87%
BA
34
BlackRock Advisors
Delaware
$1.32M 132,262 +1,494 +1%
RA
35
Raffles Associates
New York
$1.24M 123,700 -10,000 -7%
Ameriprise
36
Ameriprise
Minnesota
$1.11M 110,779 -214,200 -66%
Two Sigma Investments
37
Two Sigma Investments
New York
$1.09M 109,409 +109,409 New
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$917K 91,700 -16,111 -15%
Deutsche Bank
39
Deutsche Bank
Germany
$890K 89,236 +20,186 +29%
BIM
40
BlackRock Investment Management
Delaware
$878K 87,801 -506 -0.6%
CCMH
41
Cornerstone Capital Management Holdings
New York
$820K 82,000 +73,100 +821%
HH
42
Hilltop Holdings
Texas
$769K 76,900 – –
TCIM
43
TIAA CREF Investment Management
New York
$759K 75,922 -6,433 -8%
CIC
44
Cornercap Investment Counsel
Georgia
$758K 75,805 +75,805 New
SO
45
STRS Ohio
Ohio
$726K 72,600 +8,300 +13%
ACM
46
Argent Capital Management
Missouri
$720K 71,975 +71,975 New
BG
47
BlackRock Group
United Kingdom
$648K 64,841 – –
Millennium Management
48
Millennium Management
New York
$561K 56,098 +25,720 +85%
Two Sigma Advisers
49
Two Sigma Advisers
New York
$533K 53,291 +22,866 +75%
Citigroup
50
Citigroup
New York
$529K 52,916 +43,551 +465%
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