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Evolution Petroleum
EPM

Overview Fund Activity

99 hedge funds and large institutions have $237M invested in Evolution Petroleum in 2016 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 33 increasing their positions, 30 reducing their positions, and 8 closing their positions.

Holders
99
Holders Change
+13
Holders Change %
+15.12%
% of All Funds
2.48%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
22
Increased
33
Reduced
30
Closed
8
Calls
$761K
Puts
–
Net Calls
+$761K
Net Calls Change
+$754K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$11.6M
2
EI
2
EAM Investors
California
$2.68M
3
ACH
3
ArrowMark Colorado Holdings
Colorado
$22.3M
4
NI
4
Numeric Investors
Massachusetts
$1.83M
5
MCM
5
McKinley Capital Management
Alaska
$1.77M

Top Sellers

1
RRAM
1
River Road Asset Management
Kentucky
$5.87M
2
AR
2
Advisory Research
Illinois
$28.1M
3
NCM
3
Nantahala Capital Management
Connecticut
$6.88M
4
Ameriprise
4
Ameriprise
Minnesota
$1.11M
5
FP
5
Foundry Partners
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PAM
76
Panagora Asset Management
Massachusetts
$121K 12,169 – –
Acadian Asset Management
77
Acadian Asset Management
Massachusetts
$111K 11,076 – –
GC
78
Guggenheim Capital
Illinois
$104K 10,392 +23 +0.2%
Simplex Trading
79
Simplex Trading
Illinois
$98K 9,849 +9,849 New
UBS Group
80
UBS Group
Switzerland
$97K 9,723 +1,761 +22%
AIM
81
Acrospire Investment Management
Illinois
$91K 9,107 +9,107 New
AG
82
Advisor Group
Arizona
$89K 8,921 +8,921 New
Legal & General Group
83
Legal & General Group
United Kingdom
$68K 6,889 +3,256 +90%
Nisa Investment Advisors
84
Nisa Investment Advisors
Missouri
$67K 6,700 +5,700 +570%
Bank of America
85
Bank of America
North Carolina
$61K 6,045 +2,338 +63%
CG
86
Cutler Group
California
$59K 5,988 +5,988 New
AP
87
Atwood & Palmer
Missouri
$50K 5,000 – –
IA
88
IFP Advisors
Florida
$50K 5,000 – –
Walleye Trading
89
Walleye Trading
New York
$33K 3,300 +3,300 New
Fuller & Thaler Asset Management
90
Fuller & Thaler Asset Management
California
$32K 3,200 – –
BlackRock
91
BlackRock
New York
$29K 2,865 -2,116 -42%
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$24K 2,794 -591 -17%
Royal Bank of Canada
93
Royal Bank of Canada
Ontario, Canada
$20K 2,006 +2,006 New
GWM
94
Geneos Wealth Management
Colorado
$18K 1,800 – –
QCG
95
Quadrant Capital Group
Ohio
$12K 1,272 – –
MA
96
MUFG Americas
New York
$6K 560 -580 -51%
BNP Paribas Financial Markets
97
BNP Paribas Financial Markets
France
$2.55K 255 -1,198 -82%
MTIP
98
Magee Thomson Investment Partners
California
$2K 156 -22 -12%
BJ
99
BlackRock Japan
Japan
$2K 200 +200 New
FP
100
Foundry Partners
Minnesota
– – -227,220 Closed
1 2 3
4
5