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Evolution Petroleum
EPM

Overview Fund Activity

86 hedge funds and large institutions have $149M invested in Evolution Petroleum in 2016 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 24 reducing their positions, and 7 closing their positions.

Holders
86
Holders Change
+10
Holders Change %
+13.16%
% of All Funds
2.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
22
Reduced
24
Closed
7
Calls
$7K
Puts
–
Net Calls
+$7K
Net Calls Change
+$9K

Top Buyers

1
ACH
1
ArrowMark Colorado Holdings
Colorado
$12.4M
2
PAIM
2
Punch & Associates Investment Management
Minnesota
$1.57M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$4.74M
4
RA
4
Raffles Associates
New York
$840K
5
WA
5
WealthTrust Axiom
Pennsylvania
$4.4M

Top Sellers

1
TAM
1
THB Asset Management
Connecticut
$4.89M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$0
3
BIT
3
BlackRock Institutional Trust
California
$4.44M
4
RRAM
4
River Road Asset Management
Kentucky
$14M
5
Ameriprise
5
Ameriprise
Minnesota
$2.04M
Name Market Value Shares Shares
Change 		Shares
Change %
Fuller & Thaler Asset Management
76
Fuller & Thaler Asset Management
California
$20K 3,200 – –
TRCT
77
Tower Research Capital (TRC)
New York
$11K 1,779 +1,524 +598%
GWM
78
Geneos Wealth Management
Colorado
$11K 1,800 +1,800 New
BNP Paribas Financial Markets
79
BNP Paribas Financial Markets
France
$9.13K 1,453 +493 +51%
MA
80
MUFG Americas
New York
$7K 1,140 -580 -34%
QCG
81
Quadrant Capital Group
Ohio
$7K 1,272 – –
Nisa Investment Advisors
82
Nisa Investment Advisors
Missouri
$6K 1,000 +1,000 New
Group One Trading
83
Group One Trading
Illinois
$3K 400 +400 New
MTIP
84
Magee Thomson Investment Partners
California
$1K 178 +178 New
Barclays
85
Barclays
United Kingdom
$1K 178 +178 New
TCIM
86
TIAA CREF Investment Management
New York
$517 82,355 -510 -0.6%
Fidelity Investments
87
Fidelity Investments
Massachusetts
– – -295,100 Closed
NI
88
Numeric Investors
Massachusetts
– – -18,902 Closed
CS
89
Credit Suisse
Switzerland
– – -12,051 Closed
BJ
90
BlackRock Japan
Japan
– – -2,714 Closed
Creative Planning
91
Creative Planning
Kansas
– – -2,000 Closed
JPMorgan Chase & Co
92
JPMorgan Chase & Co
New York
– – -1,468 Closed
Royal Bank of Canada
93
Royal Bank of Canada
Ontario, Canada
– – -875 Closed
Simplex Trading
94
Simplex Trading
Illinois
– – – –
1 2 3
4