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Evolution Petroleum
EPM

Overview Fund Activity

103 hedge funds and large institutions have $137M invested in Evolution Petroleum in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 37 increasing their positions, 33 reducing their positions, and 20 closing their positions.

Holders
103
Holders Change
-9
Holders Change %
-8.04%
% of All Funds
2.03%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
37
Reduced
33
Closed
20
Calls
$214K
Puts
$244K
Net Calls
-$30K
Net Calls Change
-$253K

Top Buyers

1
WA
1
WealthTrust Axiom
Pennsylvania
$5.26M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$14.2M
3
ACH
3
ArrowMark Colorado Holdings
Colorado
$7.81M
4
RRAM
4
River Road Asset Management
Kentucky
$6.75M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.7M

Top Sellers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$0
2
DCM
2
Driehaus Capital Management
Illinois
$0
3
WG
3
Winton Group
United Kingdom
$367K
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$2.35M
5
Charles Schwab
5
Charles Schwab
California
$1.28M
Name Market Value Shares Shares
Change 		Shares
Change %
CIS
51
Connors Investor Services
Pennsylvania
$200K 36,537 +6,900 +23%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$196K 35,876 +425 +1%
B
53
Bailard
California
$191K 34,900 +34,900 New
AllianceBernstein
54
AllianceBernstein
Tennessee
$190K 34,800 -900 -3%
Barclays
55
Barclays
United Kingdom
$187K 34,148 +14,176 +71%
Russell Investments Group
56
Russell Investments Group
United Kingdom
$177K 32,389 – –
EGM
57
Engineers Gate Manager
New York
$147K 26,812 +2,137 +9%
Millennium Management
58
Millennium Management
New York
$135K 24,691 -15,283 -38%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$135K 24,670 +24,670 New
FMWA
60
Forvis Mazars Wealth Advisors
Missouri
$130K 23,821 -64 -0.3%
SRAM
61
Stone Ridge Asset Management
New York
$129K 23,546 – –
New York State Common Retirement Fund
62
New York State Common Retirement Fund
New York
$123K 22,500 – –
Manulife (Manufacturers Life Insurance)
63
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$116K 21,251 -634 -3%
Deutsche Bank
64
Deutsche Bank
Germany
$114K 20,982 +12,013 +134%
Squarepoint
65
Squarepoint
New York
$104K 18,936 -23,564 -55%
Thrivent Financial for Lutherans
66
Thrivent Financial for Lutherans
Minnesota
$100K 18,204 – –
VOYA Investment Management
67
VOYA Investment Management
Georgia
$97K 17,805 +4,788 +37%
AIG
68
American International Group
New York
$93K 17,018 -144 -0.8%
PTC
69
Petrus Trust Company
Texas
$89K 16,310 – –
M&T Bank
70
M&T Bank
New York
$87K 15,842 +1,976 +14%
DA
71
Denali Advisors
California
$83K 15,100 +14,607 +2,963%
WC
72
Woodstock Corp
Massachusetts
$79K 14,496 – –
Citadel Advisors
73
Citadel Advisors
Florida
$76K 13,916 +13,916 New
AG
74
Algert Global
California
$71K 13,020 -8,140 -38%
RJA
75
Raymond James & Associates
Florida
$71K 13,029 -524 -4%
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3
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