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Evolution Petroleum

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.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

56% more capital invested

Capital invested by funds: $169M → $264M (+$95.1M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

31% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 26

22.31% more ownership

Funds ownership: 52.49%74.81% (+22%)

9% more funds holding

Funds holding: 7986 (+7)

6% less call options, than puts

Call options by funds: $132K | Put options by funds: $141K

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
Name Holding Trade Value Shares
Change
Change in
Stake
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$378K
TA
52
Teachers Advisors
New York
$362K +$42.9K +3,560 +14%
MC
53
Menta Capital
California
$327K -$171K -14,215 -35%
NI
54
Numeric Investors
Massachusetts
$309K -$68K -5,648 -18%
Millennium Management
55
Millennium Management
New York
$292K +$285K +23,648 New
CS
56
Credit Suisse
Switzerland
$290K +$283K +23,492 New
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$274K -$409 -34 -0.2%
NFA
58
Nationwide Fund Advisors
Ohio
$272K +$103K +8,521 +63%
PG
59
PEAK6 Group
Illinois
$231K -$61.2K -5,084 -21%
WC
60
Woodstock Corp
Massachusetts
$222K
GAM
61
Gotham Asset Management
New York
$220K +$215K +17,839 New
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$192K
MLICM
63
Metropolitan Life Insurance Company (MetLife)
New York
$184K
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$182K +$8.97K +745 +5%
HFS
65
HL Financial Services
Kentucky
$178K +$174K +14,426 New
Goldman Sachs
66
Goldman Sachs
New York
$174K -$34.8K -2,893 -17%
VCM
67
Violich Capital Management
California
$167K -$21.4K -1,775 -12%
GC
68
Guggenheim Capital
Illinois
$153K +$12.9K +1,069 +9%
ACH
69
ArrowMark Colorado Holdings
Colorado
$151K +$147K +12,201 New
Citadel Advisors
70
Citadel Advisors
Florida
$151K +$147K +12,220 New
Asset Management One
71
Asset Management One
Japan
$149K +$146K +12,100 New
AIG
72
American International Group
New York
$139K -$1.36K -113 -1%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$101K +$19.7K +1,635 +25%
Bank of America
74
Bank of America
North Carolina
$92K +$69.9K +5,804 +358%
Citigroup
75
Citigroup
New York
$68K +$63.7K +5,289 +2,372%