EPM icon

Evolution Petroleum
EPM

Overview Fund Activity

84 hedge funds and large institutions have $132M invested in Evolution Petroleum in 2015 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 29 reducing their positions, and 8 closing their positions.

Holders
84
Holders Change
+1
Holders Change %
+1.2%
% of All Funds
2.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
26
Reduced
29
Closed
8
Calls
$121K
Puts
$13K
Net Calls
+$108K
Net Calls Change
+$101K

Top Buyers

1
AR
1
Advisory Research
Illinois
$16M
2
ACH
2
ArrowMark Colorado Holdings
Colorado
$7.29M
3
NCM
3
Nantahala Capital Management
Connecticut
$5.99M
4
FP
4
Foundry Partners
Minnesota
$554K
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.34M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$0
2
CAM
2
Cortina Asset Management
Wisconsin
$0
3
WA
3
Wasatch Advisors
Utah
$547K
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.67M
5
RRAM
5
River Road Asset Management
Kentucky
$14.2M
Name Market Value Shares Shares
Change 		Shares
Change %
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$118K 21,279 +759 +4%
PAM
52
Panagora Asset Management
Massachusetts
$106K 18,739 – –
LPL Financial
53
LPL Financial
California
$102K 16,757 +750 +5%
WC
54
Woodstock Corp
Massachusetts
$100K 18,000 – –
NFA
55
Nationwide Fund Advisors
Ohio
$85K 15,310 – –
GC
56
Guggenheim Capital
Illinois
$81K 14,607 -1,700 -10%
SG Americas Securities
57
SG Americas Securities
New York
$81K 14,510 +14,510 New
Nomura Holdings
58
Nomura Holdings
Japan
$80K 13,023 -6,865 -35%
AIG
59
American International Group
New York
$80K 14,440 +17 +0.1%
SPC
60
Sigma Planning Corp
Michigan
$70K 12,619 +12,619 New
UBS Group
61
UBS Group
Switzerland
$67K 11,921 -16,772 -58%
QOP
62
Quinn Opportunity Partners
Virginia
$67K 12,144 – –
Two Sigma Investments
63
Two Sigma Investments
New York
$62K 11,100 -55,061 -83%
NI
64
Numeric Investors
Massachusetts
$62K 11,200 +11,200 New
CS
65
Credit Suisse
Switzerland
$57K 10,205 +10,205 New
OC
66
Oppenheimer & Co
New York
$56K 10,000 – –
Deutsche Bank
67
Deutsche Bank
Germany
$37K 6,788 +874 +15%
Wells Fargo
68
Wells Fargo
California
$33K 5,879 -1,109 -16%
BNP Paribas Financial Markets
69
BNP Paribas Financial Markets
France
$28.2K 5,089 +3,042 +149%
AP
70
Atwood & Palmer
Missouri
$28K 5,000 – –
Legal & General Group
71
Legal & General Group
United Kingdom
$21K 3,633 – –
US Bancorp
72
US Bancorp
Minnesota
$20K 3,540 – –
BJ
73
BlackRock Japan
Japan
$11K 1,964 -12,877 -87%
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$11K 2,039 -183 -8%
Creative Planning
75
Creative Planning
Kansas
$11K 2,000 +2,000 New
1 2
3
4