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Evolution Petroleum
EPM

Overview Fund Activity

79 hedge funds and large institutions have $113M invested in Evolution Petroleum in 2016 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 25 reducing their positions, and 14 closing their positions.

Holders
79
Holders Change
-7
Holders Change %
-8.14%
% of All Funds
2.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
31
Reduced
25
Closed
14
Calls
$103K
Puts
–
Net Calls
+$103K
Net Calls Change
-$72K

Top Buyers

1
AR
1
Advisory Research
Illinois
$17M
2
WA
2
WealthTrust Axiom
Pennsylvania
$2.64M
3
PPA
3
Parametric Portfolio Associates
Washington
$1.11M
4
NCM
4
Nantahala Capital Management
Connecticut
$5.04M
5
GPGA
5
Grandeur Peak Global Advisors
Utah
$1.17M

Top Sellers

1
KCM
1
Kennedy Capital Management
Missouri
$0
2
JA
2
JVL Advisors
Texas
$18.9M
3
FAM
3
Fenimore Asset Management
New York
$4.23M
4
DC
4
Deere & Company
Illinois
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$1.17M
Name Market Value Shares Shares
Change 		Shares
Change %
Citigroup
51
Citigroup
New York
$99K 20,293 +18,484 +1,022%
WC
52
Woodstock Corp
Massachusetts
$87K 18,000 – –
NFA
53
Nationwide Fund Advisors
Ohio
$74K 15,310 – –
AIG
54
American International Group
New York
$70K 14,415 – –
Millennium Management
55
Millennium Management
New York
$69K 14,270 -11,085 -44%
Citadel Advisors
56
Citadel Advisors
Florida
$62K 12,694 -18,147 -59%
SG Americas Securities
57
SG Americas Securities
New York
$62K 12,782 +12,782 New
Manulife (Manufacturers Life Insurance)
58
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$61K 12,444 +6,835 +122%
UBS Group
59
UBS Group
Switzerland
$39K 7,962 -3,134 -28%
Wells Fargo
60
Wells Fargo
California
$39K 7,855 +1,969 +33%
CG
61
Cutler Group
California
$28K 5,788 +1,657 +40%
BGIM
62
Brandywine Global Investment Management
Pennsylvania
$25K 4,979 -10,373 -68%
AP
63
Atwood & Palmer
Missouri
$24K 5,000 – –
AIM
64
Acrospire Investment Management
Illinois
$21K 4,418 +4,418 New
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$19K 3,868 +646 +20%
Legal & General Group
66
Legal & General Group
United Kingdom
$18K 3,633 – –
Fuller & Thaler Asset Management
67
Fuller & Thaler Asset Management
California
$16K 3,200 +3,200 New
BJ
68
BlackRock Japan
Japan
$14K 2,920 +587 +25%
Bank of America
69
Bank of America
North Carolina
$13K 2,693 +1,615 +150%
Creative Planning
70
Creative Planning
Kansas
$10K 2,000 – –
BlackRock
71
BlackRock
New York
$9K 1,903 +1,250 +191%
MA
72
MUFG Americas
New York
$8K 1,720 -1,180 -41%
JPMorgan Chase & Co
73
JPMorgan Chase & Co
New York
$7K 1,539 -8,042 -84%
QCG
74
Quadrant Capital Group
Ohio
$6K 1,272 +1,272 New
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$4K 875 -39 -4%
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3
4