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Evolution Petroleum
EPM

Overview Fund Activity

86 hedge funds and large institutions have $264M invested in Evolution Petroleum in 2013 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 26 reducing their positions, and 7 closing their positions.

Holders
86
Holders Change
+7
Holders Change %
+8.86%
% of All Funds
2.5%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
15
Increased
34
Reduced
26
Closed
7
Calls
$132K
Puts
$141K
Net Calls
-$9K
Net Calls Change
-$53K

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$17.1M
2
CAM
2
Cortina Asset Management
Wisconsin
$6.82M
3
BGIM
3
Brandywine Global Investment Management
Pennsylvania
$5.89M
4
Boston Partners
4
Boston Partners
Massachusetts
$3.65M
5
TAM
5
THB Asset Management
Connecticut
$13.4M

Top Sellers

1
NC
1
Nokomis Capital
Texas
$14.7M
2
AR
2
Advisory Research
Illinois
$9.19M
3
CCM
3
Corsair Capital Management
New York
$0
4
California Public Employees Retirement System
4
California Public Employees Retirement System
California
$1.42M
5
BFA
5
BlackRock Fund Advisors
California
$5.73M
Name Market Value Shares Shares
Change 		Shares
Change %
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$378K 30,594 – –
TA
52
Teachers Advisors
New York
$362K 29,354 +3,560 +14%
MC
53
Menta Capital
California
$327K 26,461 -14,215 -35%
NI
54
Numeric Investors
Massachusetts
$309K 25,004 -5,648 -18%
Millennium Management
55
Millennium Management
New York
$292K 23,648 +23,648 New
CS
56
Credit Suisse
Switzerland
$290K 23,492 +23,492 New
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$274K 22,200 -34 -0.2%
NFA
58
Nationwide Fund Advisors
Ohio
$272K 22,014 +8,521 +63%
PG
59
PEAK6 Group
Illinois
$231K 18,686 -5,084 -21%
WC
60
Woodstock Corp
Massachusetts
$222K 18,000 – –
GAM
61
Gotham Asset Management
New York
$220K 17,839 +17,839 New
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$192K 15,555 – –
MLICM
63
Metropolitan Life Insurance Company (MetLife)
New York
$184K 14,901 – –
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$182K 14,761 +745 +5%
HFS
65
HL Financial Services
Kentucky
$178K 14,426 +14,426 New
Goldman Sachs
66
Goldman Sachs
New York
$174K 14,090 -2,893 -17%
VCM
67
Violich Capital Management
California
$167K 13,505 -1,775 -12%
GC
68
Guggenheim Capital
Illinois
$153K 12,372 +1,069 +9%
ACH
69
ArrowMark Colorado Holdings
Colorado
$151K 12,201 +12,201 New
Citadel Advisors
70
Citadel Advisors
Florida
$151K 12,220 +12,220 New
Asset Management One
71
Asset Management One
Japan
$149K 12,100 +12,100 New
AIG
72
American International Group
New York
$139K 11,252 -113 -1%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$101K 8,158 +1,635 +25%
Bank of America
74
Bank of America
North Carolina
$92K 7,426 +5,804 +358%
Citigroup
75
Citigroup
New York
$68K 5,512 +5,289 +2,372%
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