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Evolution Petroleum

99 hedge funds and large institutions have $192M invested in Evolution Petroleum in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 28

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

1% more funds holding

Funds holding: 9899 (+1)

2% more capital invested

Capital invested by funds: $189M → $192M (+$2.89M)

0.17% more ownership

Funds ownership: 71.58%71.75% (+0.17%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less call options, than puts

Call options by funds: $194K | Put options by funds: $212K

Holders
99
Holders Change
+1
Holders Change %
+1.02%
% of All Funds
2.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
34
Reduced
28
Closed
11
Calls
$194K
Puts
$212K
Net Calls
-$18K
Net Calls Change
-$178K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$1.6M +$132K +16,936 +9%
PPA
27
Parametric Portfolio Associates
Washington
$1.51M -$307K -39,309 -17%
MCM
28
McKinley Capital Management
Alaska
$1.44M -$1.06K -136 -0.1%
NI
29
Numeric Investors
Massachusetts
$1.31M -$569K -72,914 -31%
Russell Investments Group
30
Russell Investments Group
United Kingdom
$1.21M +$200K +25,684 +21%
AMI
31
Amica Mutual Insurance
Rhode Island
$1.17M +$1.12M +143,960 New
RA
32
Raffles Associates
New York
$1M
OAM
33
Oxford Asset Management
United Kingdom
$982K +$355K +45,548 +60%
HIM
34
Hillsdale Investment Management
Ontario, Canada
$978K
PSUF
35
People's United Financial
Connecticut
$975K
Morgan Stanley
36
Morgan Stanley
New York
$933K +$140K +17,910 +18%
LSV Asset Management
37
LSV Asset Management
Illinois
$880K +$157K +20,100 +23%
APFBOT
38
Amica Pension Fund Board of Trustees
Rhode Island
$856K +$825K +105,695 New
CCMH
39
Cornerstone Capital Management Holdings
New York
$854K -$232K -29,700 -22%
Deutsche Bank
40
Deutsche Bank
Germany
$819K +$323K +41,413 +69%
TCIM
41
TIAA CREF Investment Management
New York
$816K +$292K +37,447 +59%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$796K
HH
43
Hilltop Holdings
Texas
$623K
SO
44
STRS Ohio
Ohio
$623K +$34.3K +4,400 +6%
CIC
45
Cornercap Investment Counsel
Georgia
$614K
SI
46
Stephens Inc
Arkansas
$491K +$119K +15,242 +34%
TA
47
Teachers Advisors
New York
$424K +$55.8K +7,150 +16%
Two Sigma Advisers
48
Two Sigma Advisers
New York
$411K +$2.34K +300 +0.6%
Two Sigma Investments
49
Two Sigma Investments
New York
$390K -$172K -22,058 -31%
SIM
50
Spark Investment Management
New York
$363K -$475K -60,874 -58%