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Evolution Petroleum
EPM

Overview Fund Activity

101 hedge funds and large institutions have $160M invested in Evolution Petroleum in 2017 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 35 increasing their positions, 33 reducing their positions, and 7 closing their positions.

Holders
101
Holders Change
+2
Holders Change %
+2.02%
% of All Funds
2.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
35
Reduced
33
Closed
7
Calls
$349K
Puts
$321K
Net Calls
+$28K
Net Calls Change
+$148K

Top Buyers

1
KTA
1
Keeley-Teton Advisors
Illinois
$1.51M
2
ACH
2
ArrowMark Colorado Holdings
Colorado
$17.1M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$5.01M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$7.91M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$2.59M

Top Sellers

1
NCM
1
Nantahala Capital Management
Connecticut
$0
2
Russell Investments Group
2
Russell Investments Group
United Kingdom
$608K
3
AL
3
AJO LP
Pennsylvania
$1.35M
4
RJA
4
Raymond James & Associates
Florida
$1.45M
5
CCMH
5
Cornerstone Capital Management Holdings
New York
$209K
Name Market Value Shares Shares
Change 		Shares
Change %
Legal & General Group
76
Legal & General Group
United Kingdom
$57K 8,213 +1,324 +19%
JPMorgan Chase & Co
77
JPMorgan Chase & Co
New York
$37K 5,463 -2,487 -31%
AP
78
Atwood & Palmer
Missouri
$34K 5,000 – –
BNP Paribas Financial Markets
79
BNP Paribas Financial Markets
France
$33.8K 4,940 +2,640 +115%
Macquarie Group
80
Macquarie Group
Australia
$32K 4,700 +4,700 New
Barclays
81
Barclays
United Kingdom
$28K 4,017 +3,431 +585%
Parallax Volatility Advisers
82
Parallax Volatility Advisers
California
$28K 4,032 +4,032 New
PCM
83
Prelude Capital Management
New York
$25K 3,700 -2,800 -43%
TRCT
84
Tower Research Capital (TRC)
New York
$17K 2,429 +2,429 New
GWM
85
Geneos Wealth Management
Colorado
$12K 1,800 – –
Nisa Investment Advisors
86
Nisa Investment Advisors
Missouri
$12K 1,760 +700 +66%
AIP
87
Ameritas Investment Partners
Nebraska
$9K 1,370 – –
MAM
88
Meeder Asset Management
Ohio
$9K 1,364 +696 +104%
QCG
89
Quadrant Capital Group
Ohio
$8K 1,272 – –
AG
90
Advisor Group
Arizona
$8K 1,200 – –
RA
91
Royce & Associates
New York
$8K 1,116 +115 +11%
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$7K 1,000 +1,000 New
MA
93
MUFG Americas
New York
$2K 350 -210 -38%
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$2K 430 +100 +30%
DCM
95
Delpha Capital Management
New York
$2K 353 +353 New
AWE
96
Avidian Wealth Enterprises
Texas
$1.42K 207,895 – –
CB
97
Community Bank
New York
$1K 200 – –
AIM
98
Advantage Investment Management
Iowa
$1K 100 +100 New
Canada Life
99
Canada Life
Manitoba, Canada
$1K 136 +136 New
NCM
100
Nantahala Capital Management
Connecticut
– – -130,615 Closed
1 2 3
4
5