EPM icon

Evolution Petroleum
EPM

Overview Fund Activity

80 hedge funds and large institutions have $140M invested in Evolution Petroleum in 2015 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 30 increasing their positions, 24 reducing their positions, and 12 closing their positions.

Holders
80
Holders Change
-6
Holders Change %
-6.98%
% of All Funds
2.13%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
6
Increased
30
Reduced
24
Closed
12
Calls
$61K
Puts
$20K
Net Calls
+$41K
Net Calls Change
-$35K

Top Buyers

1
AR
1
Advisory Research
Illinois
$7.26M
2
FAM
2
Fenimore Asset Management
New York
$6.85M
3
ACH
3
ArrowMark Colorado Holdings
Colorado
$3.92M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.14M
5
BIT
5
BlackRock Institutional Trust
California
$1.62M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$4.32M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$4.63M
3
Lazard Asset Management
3
Lazard Asset Management
New York
$5.39M
4
CAM
4
Cortina Asset Management
Wisconsin
$2.35M
5
BGIM
5
Brandywine Global Investment Management
Pennsylvania
$4.3M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
51
UBS Group
Switzerland
$128K 21,477 -2,556 -11%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$113K 18,920 +3,400 +22%
PAM
53
Panagora Asset Management
Massachusetts
$111K 18,739 -5,735 -23%
US Bancorp
54
US Bancorp
Minnesota
$110K 18,370 – –
WC
55
Woodstock Corp
Massachusetts
$107K 18,000 – –
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$95K 15,904 -41,587 -72%
HFS
57
HL Financial Services
Kentucky
$88K 14,716 -1,106 -7%
LPL Financial
58
LPL Financial
California
$86K 14,530 +2,217 +18%
Deutsche Bank
59
Deutsche Bank
Germany
$76K 12,804 -5,208 -29%
GC
60
Guggenheim Capital
Illinois
$75K 12,607 +456 +4%
AIG
61
American International Group
New York
$73.4K 12,337 – –
QOP
62
Quinn Opportunity Partners
Virginia
$72K 12,144 – –
SPC
63
Sigma Planning Corp
Michigan
$68K 11,436 +87 +0.8%
BJ
64
BlackRock Japan
Japan
$33K 5,578 +5,578 New
AP
65
Atwood & Palmer
Missouri
$30K 5,000 – –
Legal & General Group
66
Legal & General Group
United Kingdom
$21K 3,633 – –
PCM
67
Prelude Capital Management
New York
$16K 2,700 – –
TRCT
68
Tower Research Capital (TRC)
New York
$13K 2,190 -1,803 -45%
Creative Planning
69
Creative Planning
Kansas
$12K 2,000 – –
Group One Trading
70
Group One Trading
Illinois
$9K 1,554 – –
Wells Fargo
71
Wells Fargo
California
$8K 1,304 +147 +13%
Citigroup
72
Citigroup
New York
$7K 1,075 -2,292 -68%
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$7K 1,155 +280 +32%
BlackRock
74
BlackRock
New York
$4K 653 – –
Barclays
75
Barclays
United Kingdom
$3K 586 -1,008 -63%
1 2
3
4