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Evolution Petroleum
EPM

Overview Fund Activity

111 hedge funds and large institutions have $229M invested in Evolution Petroleum in 2018 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 45 increasing their positions, 28 reducing their positions, and 10 closing their positions.

Holders
111
Holders Change
+9
Holders Change %
+8.82%
% of All Funds
2.54%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
19
Increased
45
Reduced
28
Closed
10
Calls
$546K
Puts
$159K
Net Calls
+$387K
Net Calls Change
+$387K

Top Buyers

1
BlackRock
1
BlackRock
New York
$29.8M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$15.5M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$9.18M
4
WCM
4
Wedge Capital Management
North Carolina
$861K
5
Bank of America
5
Bank of America
North Carolina
$928K

Top Sellers

1
JA
1
JVL Advisors
Texas
$25.7M
2
FAM
2
Fenimore Asset Management
New York
$0
3
ACH
3
ArrowMark Colorado Holdings
Colorado
$22.7M
4
AWE
4
Avidian Wealth Enterprises
Texas
$197K
5
AL
5
AJO LP
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
B
51
Bailard
California
$581K 59,000 +4,100 +7%
TCIM
52
TIAA CREF Investment Management
New York
$542K 55,027 -5,812 -10%
TA
53
Teachers Advisors
New York
$531K 53,913 -692 -1%
ARMT
54
Amica Retiree Medical Trust
Rhode Island
$522K 52,953 – –
PP
55
PDT Partners
New York
$488K 49,530 +49,530 New
Squarepoint
56
Squarepoint
New York
$435K 44,200 +21,076 +91%
JPMorgan Chase & Co
57
JPMorgan Chase & Co
New York
$390K 39,601 +33,411 +540%
PAM
58
Panagora Asset Management
Massachusetts
$386K 39,233 +22,093 +129%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$384K 38,983 +417 +1%
Wells Fargo
60
Wells Fargo
California
$383K 38,814 -797 -2%
CI
61
Cigna Investments
Connecticut
$363K 36,885 +36,885 New
CIS
62
Connors Investor Services
Pennsylvania
$361K 36,637 -3,000 -8%
CEP
63
Chicago Equity Partners
Illinois
$264K 26,760 – –
SRAM
64
Stone Ridge Asset Management
New York
$244K 24,790 – –
Manulife (Manufacturers Life Insurance)
65
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$236K 23,944 +1,769 +8%
RhumbLine Advisers
66
RhumbLine Advisers
Massachusetts
$235K 23,871 +1,720 +8%
AllianceBernstein
67
AllianceBernstein
Tennessee
$233K 23,700 +5,300 +29%
New York State Common Retirement Fund
68
New York State Common Retirement Fund
New York
$222K 22,500 – –
AQR Capital Management
69
AQR Capital Management
Connecticut
$207K 21,043 +21,043 New
AG
70
Aperio Group
California
$205K 20,766 +20,766 New
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$199K 20,188 +20,188 New
AWE
72
Avidian Wealth Enterprises
Texas
$197K 20,000 -177,895 -90%
Citadel Advisors
73
Citadel Advisors
Florida
$182K 18,528 +18,528 New
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$176K 17,747 +181 +1%
SIM
75
Spark Investment Management
New York
$172K 17,502 +17,502 New
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