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Evolution Petroleum
EPM

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.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

175% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 8

58% more capital invested

Capital invested by funds: $149M → $237M (+$87.3M)

15% more funds holding

Funds holding: 86 → 99 (+13)

10% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 30

0.91% less ownership

Funds ownership: 72.51% → 71.6% (-0.91%)

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
0.07%
New
22
Increased
33
Reduced
30
Closed
8
Calls
$761K
Puts
–
Net Calls
+$761K
Net Calls Change
+$754K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$2.43M
2
EI
EAM Investors
California
+$2.25M
3
ACH
ArrowMark Colorado Holdings
Colorado
+$2.09M
4
NI
Numeric Investors
Massachusetts
+$1.53M
5
MCM
McKinley Capital Management
Alaska
+$1.48M

Top Sellers

1
RRAM
River Road Asset Management
Kentucky
-$13.8M
2
AR
Advisory Research
Illinois
-$5.76M
3
NCM
Nantahala Capital Management
Connecticut
-$1.8M
4
Ameriprise
Ameriprise
Minnesota
-$1.8M
5
FP
Foundry Partners
Minnesota
-$1.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
GPGA
101
Grandeur Peak Global Advisors
Utah
– -$989K -157,500 Closed
NSIM
102
North Star Investment Management
Illinois
– -$517K -82,350 Closed
SG Americas Securities
103
SG Americas Securities
New York
– -$77K -12,210 Closed
Citadel Advisors
104
Citadel Advisors
Florida
– -$65K -10,333 Closed
TRCT
105
Tower Research Capital (TRC)
New York
– -$11K -1,779 Closed
Group One Trading
106
Group One Trading
Illinois
– -$3.35K -400 Closed
Barclays
107
Barclays
United Kingdom
– -$1K -178 Closed
1 2 3 4
5