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Evolution Petroleum
EPM

Overview Fund Activity

111 hedge funds and large institutions have $229M invested in Evolution Petroleum in 2018 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 45 increasing their positions, 28 reducing their positions, and 10 closing their positions.

Holders
111
Holders Change
+9
Holders Change %
+8.82%
% of All Funds
2.54%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
19
Increased
45
Reduced
28
Closed
10
Calls
$546K
Puts
$159K
Net Calls
+$387K
Net Calls Change
+$387K

Top Buyers

1
BlackRock
1
BlackRock
New York
$29.8M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$15.5M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$9.18M
4
WCM
4
Wedge Capital Management
North Carolina
$861K
5
Bank of America
5
Bank of America
North Carolina
$928K

Top Sellers

1
JA
1
JVL Advisors
Texas
$25.7M
2
FAM
2
Fenimore Asset Management
New York
$0
3
ACH
3
ArrowMark Colorado Holdings
Colorado
$22.7M
4
AWE
4
Avidian Wealth Enterprises
Texas
$197K
5
AL
5
AJO LP
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
$10K – – –
BNP Paribas Financial Markets
102
BNP Paribas Financial Markets
France
$8.33K -$40.1K -4,072 -83%
Group One Trading
103
Group One Trading
Illinois
$7K +$7K +700 New
KCPG
104
Kavar Capital Partners Group
Kansas
$4K – – –
DA
105
Denali Advisors
California
$4K +$2.59K +239 +184%
PIA
106
Piedmont Investment Advisors
North Carolina
$4K +$4K +442 New
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$3K -$718 -83 -19%
Federated Hermes
108
Federated Hermes
Pennsylvania
$3K +$3K +272 New
CB
109
Community Bank
New York
$2K – – –
Royal Bank of Canada
110
Royal Bank of Canada
Ontario, Canada
$2K +$2K +208 New
SEI Investments
111
SEI Investments
Pennsylvania
$1K +$203 +16 +25%
FAM
112
Fenimore Asset Management
New York
– -$4.64M -576,847 Closed
AL
113
AJO LP
Pennsylvania
– -$1.71M -212,456 Closed
VF
114
Virtu Financial
New York
– -$135K -16,768 Closed
GC
115
Guggenheim Capital
Illinois
– -$119K -14,919 Closed
HH
116
Hilltop Holdings
Texas
– -$115K -14,300 Closed
ZCM
117
Zebra Capital Management
Connecticut
– -$87K -10,786 Closed
CSS
118
Cubist Systematic Strategies
Connecticut
– -$81K -10,072 Closed
GWM
119
Geneos Wealth Management
Colorado
– -$14K -1,800 Closed
RCAG
120
Rehmann Capital Advisory Group
Michigan
– -$1K -111 Closed
AIM
121
Advantage Investment Management
Iowa
– -$1K -100 Closed
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