We are live on ! Find out more
EPM icon

Evolution Petroleum

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.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

175% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 8

58% more capital invested

Capital invested by funds: $149M → $237M (+$87.3M)

15% more funds holding

Funds holding: 8699 (+13)

10% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 30

0.91% less ownership

Funds ownership: 72.51%71.6% (-0.91%)

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
0.07%
New
22
Increased
33
Reduced
30
Closed
8
Calls
$761K
Puts
Net Calls
+$761K
Net Calls Change
+$754K
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
26
Parametric Portfolio Associates
Washington
$2.28M -$33.1K -3,952 -2%
Invesco
27
Invesco
Georgia
$1.97M +$1.13M +134,803 +217%
NI
28
Numeric Investors
Massachusetts
$1.83M +$1.53M +183,038 New
MCM
29
McKinley Capital Management
Alaska
$1.77M +$1.48M +177,171 New
Russell Investments Group
30
Russell Investments Group
United Kingdom
$1.75M +$1.5M +178,585 New
SIM
31
Spark Investment Management
New York
$1.5M +$1.06M +125,900 +522%
Morgan Stanley
32
Morgan Stanley
New York
$1.5M +$596K +71,169 +91%
Charles Schwab
33
Charles Schwab
California
$1.42M +$551K +65,762 +87%
BA
34
BlackRock Advisors
Delaware
$1.32M +$12.5K +1,494 +1%
RA
35
Raffles Associates
New York
$1.24M -$83.8K -10,000 -7%
Ameriprise
36
Ameriprise
Minnesota
$1.11M -$1.8M -214,200 -66%
Two Sigma Investments
37
Two Sigma Investments
New York
$1.09M +$917K +109,409 New
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$917K -$135K -16,111 -15%
Deutsche Bank
39
Deutsche Bank
Germany
$890K +$169K +20,186 +29%
BIM
40
BlackRock Investment Management
Delaware
$878K -$4.24K -506 -0.6%
CCMH
41
Cornerstone Capital Management Holdings
New York
$820K +$613K +73,100 +821%
HH
42
Hilltop Holdings
Texas
$769K
TCIM
43
TIAA CREF Investment Management
New York
$759K -$53.9K -6,433 -8%
CIC
44
Cornercap Investment Counsel
Georgia
$758K +$635K +75,805 New
SO
45
STRS Ohio
Ohio
$726K +$69.6K +8,300 +13%
ACM
46
Argent Capital Management
Missouri
$720K +$603K +71,975 New
BG
47
BlackRock Group
United Kingdom
$648K
Millennium Management
48
Millennium Management
New York
$561K +$216K +25,720 +85%
Two Sigma Advisers
49
Two Sigma Advisers
New York
$533K +$192K +22,866 +75%
Citigroup
50
Citigroup
New York
$529K +$365K +43,551 +465%