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Evolution Petroleum
EPM

Overview Fund Activity

99 hedge funds and large institutions have $192M invested in Evolution Petroleum in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 28 reducing their positions, and 11 closing their positions.

Holders
99
Holders Change
+1
Holders Change %
+1.02%
% of All Funds
2.47%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
34
Reduced
28
Closed
11
Calls
$194K
Puts
$212K
Net Calls
-$18K
Net Calls Change
-$178K

Top Buyers

1
AL
1
AJO LP
Pennsylvania
$2.16M
2
ACH
2
ArrowMark Colorado Holdings
Colorado
$19.9M
3
BlackRock
3
BlackRock
New York
$18M
4
AMI
4
Amica Mutual Insurance
Rhode Island
$1.17M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$4.23M

Top Sellers

1
TAM
1
THB Asset Management
Connecticut
$0
2
AR
2
Advisory Research
Illinois
$19.9M
3
WA
3
Wasatch Advisors
Utah
$0
4
Ameriprise
4
Ameriprise
Minnesota
$0
5
RRAM
5
River Road Asset Management
Kentucky
$3.89M
Name Market Value Shares Shares
Change 		Shares
Change %
VOYA Investment Management
76
VOYA Investment Management
Georgia
$86K 10,656 +10,656 New
GC
77
Guggenheim Capital
Illinois
$83K 10,389 -21 -0.2%
SIAP
78
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$81K 10,000 +6,000 +150%
PAM
79
Panagora Asset Management
Massachusetts
$79K 9,813 – –
UBS Group
80
UBS Group
Switzerland
$59K 7,170 +1,199 +20%
Legal & General Group
81
Legal & General Group
United Kingdom
$55K 6,889 – –
AP
82
Atwood & Palmer
Missouri
$41K 5,000 – –
IA
83
IFP Advisors
Florida
$40K 5,000 – –
BNP Paribas Financial Markets
84
BNP Paribas Financial Markets
France
$20K 2,470 +2,423 +5,155%
Creative Planning
85
Creative Planning
Kansas
$18K 2,200 – –
GWM
86
Geneos Wealth Management
Colorado
$14K 1,800 – –
AG
87
Advisor Group
Arizona
$11K 1,340 -187 -12%
AIP
88
Ameritas Investment Partners
Nebraska
$11K 1,370 – –
QCG
89
Quadrant Capital Group
Ohio
$10K 1,272 – –
Nisa Investment Advisors
90
Nisa Investment Advisors
Missouri
$9K 1,060 -4,700 -82%
Simplex Trading
91
Simplex Trading
Illinois
$5K 684 -10,074 -94%
MA
92
MUFG Americas
New York
$5K 560 – –
CB
93
Community Bank
New York
$2K 200 +200 New
Federated Hermes
94
Federated Hermes
Pennsylvania
$2K 217 +217 New
Citigroup
95
Citigroup
New York
$1K 65 -20,518 -100%
SEI Investments
96
SEI Investments
Pennsylvania
$1K 63 +63 New
TRCT
97
Tower Research Capital (TRC)
New York
$1K 100 +100 New
TAM
98
THB Asset Management
Connecticut
– – -628,879 Closed
WA
99
Wasatch Advisors
Utah
– – -200,000 Closed
Ameriprise
100
Ameriprise
Minnesota
– – -110,779 Closed
1 2 3
4
5