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Evolution Petroleum
EPM

Overview Fund Activity

113 hedge funds and large institutions have $175M invested in Evolution Petroleum in 2019 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 44 increasing their positions, 37 reducing their positions, and 14 closing their positions.

Holders
113
Holders Change
-7
Holders Change %
-5.83%
% of All Funds
2.46%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
44
Reduced
37
Closed
14
Calls
$339K
Puts
$4K
Net Calls
+$335K
Net Calls Change
+$61K

Top Buyers

1
KTA
1
Keeley-Teton Advisors
Illinois
$5.32M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$3.44M
3
AMI
3
Amica Mutual Insurance
Rhode Island
$2.22M
4
BlackRock
4
BlackRock
New York
$25.1M
5
RRAM
5
River Road Asset Management
Kentucky
$5.57M

Top Sellers

1
HIM
1
Hillsdale Investment Management
Ontario, Canada
$0
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$567K
3
American Century Companies
3
American Century Companies
Missouri
$0
4
Invesco
4
Invesco
Georgia
$857K
5
OCG
5
Opus Capital Group
Ohio
$142K
Name Market Value Shares Shares
Change 		Shares
Change %
FQ
76
First Quadrant
California
$125K 17,428 -28,666 -62%
AIG
77
American International Group
New York
$124K 17,281 +1,037 +6%
EGM
78
Engineers Gate Manager
New York
$119K 16,604 +16,604 New
PTC
79
Petrus Trust Company
Texas
$117K 16,310 -9,016 -36%
WC
80
Woodstock Corp
Massachusetts
$104K 14,496 -454 -3%
RJA
81
Raymond James & Associates
Florida
$101K 14,144 +2,500 +21%
VOYA Investment Management
82
VOYA Investment Management
Georgia
$93K 13,017 +2,361 +22%
M&T Bank
83
M&T Bank
New York
$92K 12,930 – –
MAM
84
Meeder Asset Management
Ohio
$90K 12,388 -2,515 -17%
LTFS
85
Ladenburg Thalmann Financial Services
Florida
$84K 11,834 +1,830 +18%
UBS Group
86
UBS Group
Switzerland
$80K 11,172 +3,928 +54%
ZCM
87
Zebra Capital Management
Connecticut
$79K 11,047 +258 +2%
Citigroup
88
Citigroup
New York
$54K 7,522 +973 +15%
AP
89
Atwood & Palmer
Missouri
$36K 5,000 – –
Legal & General Group
90
Legal & General Group
United Kingdom
$35K 4,922 +1,099 +29%
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$31K 4,283 -11,547 -73%
RA
92
Royce & Associates
New York
$26K 3,592 +357 +11%
BNP Paribas Financial Markets
93
BNP Paribas Financial Markets
France
$22.3K 3,120 -2,209 -41%
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$14K 1,830 -376 -17%
GWM
95
Geneos Wealth Management
Colorado
$12K 1,800 – –
Canada Life
96
Canada Life
Manitoba, Canada
$12K 1,707 +168 +11%
CIAS
97
Capital Investment Advisory Services
North Carolina
$12K 2,000 +2,000 New
AG
98
Aperio Group
California
$11K 1,596 +1,596 New
AIP
99
Ameritas Investment Partners
Nebraska
$10K 1,370 – –
AG
100
Advisor Group
Arizona
$9K 1,305 -998 -43%
2 3
4
5 6