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Evolution Petroleum
EPM

Overview Fund Activity

86 hedge funds and large institutions have $171M invested in Evolution Petroleum in 2014 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 21 reducing their positions, and 10 closing their positions.

Holders
86
Holders Change
+1
Holders Change %
+1.18%
% of All Funds
2.3%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
12
Increased
34
Reduced
21
Closed
10
Calls
$101K
Puts
$25K
Net Calls
+$76K
Net Calls Change
+$64K

Top Buyers

1
JA
1
JVL Advisors
Texas
$30.4M
2
ACH
2
ArrowMark Colorado Holdings
Colorado
$3.15M
3
WA
3
Wasatch Advisors
Utah
$2.52M
4
FAM
4
Fenimore Asset Management
New York
$5.92M
5
BFA
5
BlackRock Fund Advisors
California
$4.03M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$8.89M
2
KCM
2
Kennedy Capital Management
Missouri
$4.12M
3
NC
3
Nokomis Capital
Texas
$0
4
APG Asset Management
4
APG Asset Management
Netherlands
$0
5
RJA
5
Raymond James & Associates
Florida
$3.37M
Name Market Value Shares Shares
Change 		Shares
Change %
US Bancorp
51
US Bancorp
Minnesota
$136K 18,370 – –
WC
52
Woodstock Corp
Massachusetts
$134K 18,000 – –
Deutsche Bank
53
Deutsche Bank
Germany
$133K 18,012 +2,804 +18%
Norges Bank
54
Norges Bank
Norway
$125K 16,773 – –
HFS
55
HL Financial Services
Kentucky
$118K 15,822 +712 +5%
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$115K 15,520 +475 +3%
PPA
57
Parametric Portfolio Associates
Washington
$107K 14,356 +14,356 New
CIA
58
Capital Impact Advisors
Massachusetts
$106K 14,316 – –
Morgan Stanley
59
Morgan Stanley
New York
$103K 13,937 -28,389 -67%
BA
60
BlackRock Advisors
Delaware
$100K 13,408 -762 -5%
AIG
61
American International Group
New York
$91.7K 12,337 -488 -4%
LPL Financial
62
LPL Financial
California
$91K 12,313 +1,128 +10%
QOP
63
Quinn Opportunity Partners
Virginia
$90K 12,144 +12,144 New
GC
64
Guggenheim Capital
Illinois
$90K 12,151 +12,151 New
CS
65
Credit Suisse
Switzerland
$89K 11,975 -18,802 -61%
SPC
66
Sigma Planning Corp
Michigan
$84K 11,349 +11,349 New
PG
67
PEAK6 Group
Illinois
$48K 6,524 +6,524 New
RA
68
Royce & Associates
New York
$46K 6,200 +2,700 +77%
AP
69
Atwood & Palmer
Missouri
$38K 5,000 – –
TRCT
70
Tower Research Capital (TRC)
New York
$30K 3,993 +2,253 +129%
Legal & General Group
71
Legal & General Group
United Kingdom
$26K 3,633 – –
Citigroup
72
Citigroup
New York
$25K 3,367 +2,685 +394%
Bank of America
73
Bank of America
North Carolina
$24K 3,200 +1,254 +64%
PCM
74
Prelude Capital Management
New York
$20K 2,700 – –
Creative Planning
75
Creative Planning
Kansas
$15K 2,000 – –
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