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Evolution Petroleum
EPM

Overview Fund Activity

120 hedge funds and large institutions have $164M invested in Evolution Petroleum in 2019 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 39 reducing their positions, and 13 closing their positions.

Holders
120
Holders Change
+3
Holders Change %
+2.56%
% of All Funds
2.6%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
41
Reduced
39
Closed
13
Calls
$363K
Puts
$89K
Net Calls
+$274K
Net Calls Change
-$448K

Top Buyers

1
FP
1
Foundry Partners
Minnesota
$3.05M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$1.92M
3
TCIM
3
TIAA CREF Investment Management
New York
$3.2M
4
TA
4
Teachers Advisors
New York
$1.38M
5
Wells Fargo
5
Wells Fargo
California
$1.42M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$880K
2
Ohio Public Employees Retirement System (OPERS)
2
Ohio Public Employees Retirement System (OPERS)
Ohio
$0
3
OCG
3
Opus Capital Group
Ohio
$792K
4
AIM
4
Alambic Investment Management
California
$257K
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$135K
Name Holding Trade Value Shares
Change 		Shares
Change %
Squarepoint
51
Squarepoint
New York
$544K +$29.3K +4,334 +6%
Deutsche Bank
52
Deutsche Bank
Germany
$497K -$306K -45,458 -38%
OSAM
53
O'Shaughnessy Asset Management
Connecticut
$481K -$1.53K -228 -0.3%
SO
54
STRS Ohio
Ohio
$475K – – –
AWE
55
Avidian Wealth Enterprises
Texas
$472K +$472K +69,958 New
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$400K – – –
ACA
57
Aptus Capital Advisors
Alabama
$393K +$168K +24,960 +75%
MERSOM
58
Municipal Employees' Retirement System of Michigan
Michigan
$315K +$315K +46,690 New
FQ
59
First Quadrant
California
$311K -$480K -71,157 -61%
GCP
60
GSA Capital Partners
United Kingdom
$286K +$286K +42,427 New
PSUF
61
People's United Financial
Connecticut
$274K -$281K -41,533 -51%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$269K – – –
AIM
63
Alambic Investment Management
California
$257K -$858K -127,275 -77%
AG
64
Algert Global
California
$232K -$396K -58,729 -63%
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$227K +$1.56K +231 +0.7%
AllianceBernstein
66
AllianceBernstein
Tennessee
$213K +$32.5K +4,800 +18%
WG
67
Winton Group
United Kingdom
$205K +$205K +30,310 New
CIS
68
Connors Investor Services
Pennsylvania
$200K – – –
GC
69
Guggenheim Capital
Illinois
$199K -$35.3K -5,236 -15%
ARMT
70
Amica Retiree Medical Trust
Rhode Island
$195K +$195K +28,857 New
MC
71
Menta Capital
California
$184K -$18.3K -2,700 -9%
CEP
72
Chicago Equity Partners
Illinois
$177K – – –
PTC
73
Petrus Trust Company
Texas
$171K – – –
SIM
74
Spark Investment Management
New York
$160K -$261K -38,800 -62%
Marshall Wace
75
Marshall Wace
United Kingdom
$146K +$146K +21,701 New
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