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Evolution Petroleum

99 hedge funds and large institutions have $168M invested in Evolution Petroleum in 2017 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

3% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 30

0% more funds holding

Funds holding: 9999 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.97% less ownership

Funds ownership: 71.75%70.78% (-0.97%)

13% less capital invested

Capital invested by funds: $192M → $168M (-$24.4M)

34% less call options, than puts

Call options by funds: $229K | Put options by funds: $349K

Holders
99
Holders Change
Holders Change %
0%
% 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
10
Increased
31
Reduced
30
Closed
9
Calls
$229K
Puts
$349K
Net Calls
-$120K
Net Calls Change
-$102K
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
26
Parametric Portfolio Associates
Washington
$1.43M +$82.6K +10,904 +6%
MC
27
Menta Capital
California
$1.34M -$89.2K -11,780 -6%
ACM
28
Argent Capital Management
Missouri
$1.25M -$640K -84,450 -33%
Russell Investments Group
29
Russell Investments Group
United Kingdom
$1.07M
Morgan Stanley
30
Morgan Stanley
New York
$1.05M +$229K +30,264 +26%
NI
31
Numeric Investors
Massachusetts
$1.02M -$149K -19,697 -12%
NCM
32
Nantahala Capital Management
Connecticut
$940K -$3.28M -432,556 -77%
RA
33
Raffles Associates
New York
$891K
OAM
34
Oxford Asset Management
United Kingdom
$883K +$29.7K +3,920 +3%
LSV Asset Management
35
LSV Asset Management
Illinois
$782K
PSUF
36
People's United Financial
Connecticut
$722K -$151K -20,000 -17%
CIC
37
Cornercap Investment Counsel
Georgia
$689K +$150K +19,825 +26%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$660K -$50K -6,600 -7%
Deutsche Bank
39
Deutsche Bank
Germany
$629K -$104K -13,720 -14%
SO
40
STRS Ohio
Ohio
$554K
CCMH
41
Cornerstone Capital Management Holdings
New York
$521K -$251K -33,100 -31%
HH
42
Hilltop Holdings
Texas
$498K -$59.1K -7,800 -10%
SI
43
Stephens Inc
Arkansas
$470K +$34.6K +4,566 +8%
TCIM
44
TIAA CREF Investment Management
New York
$450K -$290K -38,234 -38%
SIM
45
Spark Investment Management
New York
$419K +$101K +13,316 +30%
TA
46
Teachers Advisors
New York
$377K
Two Sigma Advisers
47
Two Sigma Advisers
New York
$372K +$6.82K +900 +2%
Two Sigma Investments
48
Two Sigma Investments
New York
$358K +$12.4K +1,638 +3%
Citigroup
49
Citigroup
New York
$329K +$345K +45,607 +70,165%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$300K -$24.2K -3,200 -7%