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Evolution Petroleum
EPM

Overview Fund Activity

88 hedge funds and large institutions have $279M invested in Evolution Petroleum in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 33 increasing their positions, 35 reducing their positions, and 4 closing their positions.

Holders
88
Holders Change
+2
Holders Change %
+2.33%
% of All Funds
2.54%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
6
Increased
33
Reduced
35
Closed
4
Calls
$383K
Puts
$405K
Net Calls
-$22K
Net Calls Change
-$13K

Top Buyers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$7.63M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$5.27M
3
NCM
3
Nantahala Capital Management
Connecticut
$5.06M
4
APG Asset Management
4
APG Asset Management
Netherlands
$2.05M
5
BGIM
5
Brandywine Global Investment Management
Pennsylvania
$8.12M

Top Sellers

1
NC
1
Nokomis Capital
Texas
$7.49M
2
Boston Partners
2
Boston Partners
Massachusetts
$701K
3
WI
3
WHV Investments
California
$581K
4
BIT
4
BlackRock Institutional Trust
California
$2.79M
5
AR
5
Advisory Research
Illinois
$8.49M
Name Market Value Shares Shares
Change 		Shares
Change %
AllianceBernstein
51
AllianceBernstein
Tennessee
$421K 33,072 -1,200 -4%
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$389K 30,594 – –
TA
53
Teachers Advisors
New York
$374K 29,354 – –
MC
54
Menta Capital
California
$337K 26,461 – –
Prudential Financial
55
Prudential Financial
New Jersey
$335K 26,291 -6,700 -20%
GAM
56
Gotham Asset Management
New York
$312K 24,538 +6,699 +38%
NFA
57
Nationwide Fund Advisors
Ohio
$280K 22,014 – –
ACH
58
ArrowMark Colorado Holdings
Colorado
$272K 21,350 +9,149 +75%
PG
59
PEAK6 Group
Illinois
$252K 19,786 +1,100 +6%
ARTA
60
A.R.T. Advisors
New York
$249K 19,576 +19,576 New
WC
61
Woodstock Corp
Massachusetts
$229K 18,000 – –
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$221K 17,344 -4,856 -22%
ProShare Advisors
63
ProShare Advisors
Maryland
$218K 17,154 +17,154 New
HFS
64
HL Financial Services
Kentucky
$202K 15,895 +1,469 +10%
Goldman Sachs
65
Goldman Sachs
New York
$194K 15,222 +1,132 +8%
CS
66
Credit Suisse
Switzerland
$192K 15,124 -8,368 -36%
MLICM
67
Metropolitan Life Insurance Company (MetLife)
New York
$190K 14,901 – –
GC
68
Guggenheim Capital
Illinois
$190K 14,922 +2,550 +21%
RhumbLine Advisers
69
RhumbLine Advisers
Massachusetts
$187K 14,725 -830 -5%
BA
70
BlackRock Advisors
Delaware
$183K 14,394 -19,937 -58%
Millennium Management
71
Millennium Management
New York
$167K 13,080 -10,568 -45%
VCM
72
Violich Capital Management
California
$167K 13,105 -400 -3%
Deutsche Bank
73
Deutsche Bank
Germany
$156K 12,309 +8,875 +258%
AIG
74
American International Group
New York
$147K 11,529 +277 +2%
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$146K 11,441 -3,320 -22%
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