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Evolution Petroleum
EPM

Overview Fund Activity

76 hedge funds and large institutions have $129M invested in Evolution Petroleum in 2016 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 25 increasing their positions, 28 reducing their positions, and 7 closing their positions.

Holders
76
Holders Change
-3
Holders Change %
-3.8%
% of All Funds
2.03%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
4
Increased
25
Reduced
28
Closed
7
Calls
–
Puts
$2K
Net Calls
-$2K
Net Calls Change
-$105K

Top Buyers

1
ACH
1
ArrowMark Colorado Holdings
Colorado
$8M
2
WA
2
Wasatch Advisors
Utah
$1.42M
3
WA
3
WealthTrust Axiom
Pennsylvania
$3.39M
4
MERSOM
4
Municipal Employees' Retirement System of Michigan
Michigan
$295K
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$901K

Top Sellers

1
RRAM
1
River Road Asset Management
Kentucky
$12.8M
2
NCM
2
Nantahala Capital Management
Connecticut
$4.94M
3
Morgan Stanley
3
Morgan Stanley
New York
$822K
4
BIT
4
BlackRock Institutional Trust
California
$4.9M
5
Ameriprise
5
Ameriprise
Minnesota
$2.18M
Name Market Value Shares Shares
Change 		Shares
Change %
NI
51
Numeric Investors
Massachusetts
$103K 18,902 +18,902 New
PAM
52
Panagora Asset Management
Massachusetts
$102K 18,739 -3,533 -16%
WC
53
Woodstock Corp
Massachusetts
$98K 18,002 +2 +0%
NFA
54
Nationwide Fund Advisors
Ohio
$84K 15,310 – –
AIG
55
American International Group
New York
$76.9K 14,050 -365 -3%
CS
56
Credit Suisse
Switzerland
$65K 12,051 +12,051 New
UBS Group
57
UBS Group
Switzerland
$46K 8,338 +376 +5%
Manulife (Manufacturers Life Insurance)
58
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$36K 6,617 -5,827 -47%
Wells Fargo
59
Wells Fargo
California
$31K 5,756 -2,099 -27%
BlackRock
60
BlackRock
New York
$28K 4,981 +3,078 +162%
CCMH
61
Cornerstone Capital Management Holdings
New York
$28K 5,100 +4,300 +538%
AP
62
Atwood & Palmer
Missouri
$27K 5,000 – –
IA
63
IFP Advisors
Florida
$27K 5,000 +5,000 New
Legal & General Group
64
Legal & General Group
United Kingdom
$21K 3,633 – –
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$19K 3,385 -483 -12%
Fuller & Thaler Asset Management
66
Fuller & Thaler Asset Management
California
$18K 3,200 – –
Bank of America
67
Bank of America
North Carolina
$17K 3,154 +461 +17%
BJ
68
BlackRock Japan
Japan
$15K 2,714 -206 -7%
Creative Planning
69
Creative Planning
Kansas
$11K 2,000 – –
MA
70
MUFG Americas
New York
$9K 1,720 – –
JPMorgan Chase & Co
71
JPMorgan Chase & Co
New York
$8K 1,468 -71 -5%
Citigroup
72
Citigroup
New York
$7K 1,189 -19,104 -94%
QCG
73
Quadrant Capital Group
Ohio
$6K 1,272 – –
BNP Paribas Financial Markets
74
BNP Paribas Financial Markets
France
$5.25K 960 +411 +75%
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$5K 875 – –
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3
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