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Evolution Petroleum
EPM

Overview Fund Activity

103 hedge funds and large institutions have $137M invested in Evolution Petroleum in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 37 increasing their positions, 33 reducing their positions, and 20 closing their positions.

Holders
103
Holders Change
-9
Holders Change %
-8.04%
% of All Funds
2.03%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
37
Reduced
33
Closed
20
Calls
$214K
Puts
$244K
Net Calls
-$30K
Net Calls Change
-$253K

Top Buyers

1
WA
1
WealthTrust Axiom
Pennsylvania
$5.26M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$14.2M
3
ACH
3
ArrowMark Colorado Holdings
Colorado
$7.81M
4
RRAM
4
River Road Asset Management
Kentucky
$6.75M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.7M

Top Sellers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$0
2
DCM
2
Driehaus Capital Management
Illinois
$0
3
WG
3
Winton Group
United Kingdom
$367K
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$2.35M
5
Charles Schwab
5
Charles Schwab
California
$1.28M
Name Market Value Shares Shares
Change 		Shares
Change %
Grantham, Mayo, Van Otterloo & Co (GMO)
26
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$939K 171,700 +15,500 +10%
Goldman Sachs
27
Goldman Sachs
New York
$921K 168,386 +16,594 +11%
Man Group
28
Man Group
United Kingdom
$907K 165,772 -3,200 -2%
BA
29
Bard Associates
Illinois
$879K 160,775 +2,200 +1%
BCM
30
Bridgeway Capital Management
Texas
$857K 156,723 – –
Two Sigma Advisers
31
Two Sigma Advisers
New York
$775K 141,732 -23,800 -14%
Bank of America
32
Bank of America
North Carolina
$735K 134,469 -1,860 -1%
Invesco
33
Invesco
Georgia
$625K 114,246 +2,417 +2%
WCM
34
Wedge Capital Management
North Carolina
$605K 110,635 +21,707 +24%
PCM
35
Perritt Capital Management
Illinois
$524K 95,875 +16,126 +20%
Two Sigma Investments
36
Two Sigma Investments
New York
$475K 86,878 -38,377 -31%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$459K 83,900 -18,880 -18%
DCM
38
Dupont Capital Management
Delaware
$451K 82,510 -33,369 -29%
ARMT
39
Amica Retiree Medical Trust
Rhode Island
$436K 79,621 – –
SO
40
STRS Ohio
Ohio
$414K 75,800 – –
PAM
41
Panagora Asset Management
Massachusetts
$389K 71,158 -21,860 -24%
AWE
42
Avidian Wealth Enterprises
Texas
$383K 69,958 – –
WG
43
Winton Group
United Kingdom
$367K 67,049 -86,865 -56%
ACA
44
Aptus Capital Advisors
Alabama
$360K 65,736 +10,816 +20%
Prudential Financial
45
Prudential Financial
New Jersey
$344K 62,909 -31,456 -33%
MERSOM
46
Municipal Employees' Retirement System of Michigan
Michigan
$331K 60,440 – –
UBS Group
47
UBS Group
Switzerland
$311K 56,968 +22,101 +63%
Marshall Wace
48
Marshall Wace
United Kingdom
$270K 49,312 -31,933 -39%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$225K 41,177 -667 -2%
SIM
50
Spark Investment Management
New York
$214K 39,300 +15,500 +65%
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