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Evolution Petroleum

101 hedge funds and large institutions have $160M invested in Evolution Petroleum in 2017 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 35 increasing their positions, 33 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

2% more funds holding

Funds holding: 99101 (+2)

9% more call options, than puts

Call options by funds: $349K | Put options by funds: $321K

6% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 33

0.49% more ownership

Funds ownership: 70.78%71.28% (+0.49%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $168M → $160M (-$7.52M)

Holders
101
Holders Change
+2
Holders Change %
+2.02%
% of All Funds
2.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
35
Reduced
33
Closed
7
Calls
$349K
Puts
$321K
Net Calls
+$28K
Net Calls Change
+$148K
Name Holding Trade Value Shares
Change
Change in
Stake
AL
26
AJO LP
Pennsylvania
$1.35M -$384K -54,711 -22%
MC
27
Menta Capital
California
$1.29M +$17.6K +2,500 +1%
BA
28
Bard Associates
Illinois
$1.2M -$276K -39,221 -18%
Morgan Stanley
29
Morgan Stanley
New York
$1.03M +$37.7K +5,372 +4%
NI
30
Numeric Investors
Massachusetts
$961K -$8.43K -1,200 -0.8%
RA
31
Raffles Associates
New York
$847K
OAM
32
Oxford Asset Management
United Kingdom
$791K -$79.5K -11,321 -9%
CIC
33
Cornercap Investment Counsel
Georgia
$757K +$104K +14,855 +16%
LSV Asset Management
34
LSV Asset Management
Illinois
$734K -$9.84K -1,400 -1%
Deutsche Bank
35
Deutsche Bank
Germany
$719K +$124K +17,701 +20%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$628K
Russell Investments Group
37
Russell Investments Group
United Kingdom
$608K -$443K -62,979 -42%
PSUF
38
People's United Financial
Connecticut
$562K -$128K -18,243 -18%
SO
39
STRS Ohio
Ohio
$527K
HH
40
Hilltop Holdings
Texas
$527K +$54.8K +7,800 +11%
TCIM
41
TIAA CREF Investment Management
New York
$428K
SI
42
Stephens Inc
Arkansas
$425K -$22K -3,138 -5%
Two Sigma Investments
43
Two Sigma Investments
New York
$389K +$48.9K +6,963 +14%
Prudential Financial
44
Prudential Financial
New Jersey
$373K +$93.7K +13,336 +32%
Two Sigma Advisers
45
Two Sigma Advisers
New York
$372K +$19K +2,700 +5%
TA
46
Teachers Advisors
New York
$358K
Millennium Management
47
Millennium Management
New York
$352K +$129K +18,302 +55%
Wells Fargo
48
Wells Fargo
California
$299K +$79.5K +11,321 +35%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$275K -$10.5K -1,500 -4%
CIS
50
Connors Investor Services
Pennsylvania
$272K +$56.2K +8,000 +25%