EPM icon

Evolution Petroleum
EPM

Overview Fund Activity

117 hedge funds and large institutions have $159M invested in Evolution Petroleum in 2018 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 55 increasing their positions, 32 reducing their positions, and 17 closing their positions.

Holders
117
Holders Change
-2
Holders Change %
-1.68%
% of All Funds
2.61%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
15
Increased
55
Reduced
32
Closed
17
Calls
$811K
Puts
$89K
Net Calls
+$722K
Net Calls Change
+$240K

Top Buyers

1
BlackRock
1
BlackRock
New York
$22.6M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$13.5M
3
TCIM
3
TIAA CREF Investment Management
New York
$2.16M
4
PAIM
4
Punch & Associates Investment Management
Minnesota
$2.67M
5
AIM
5
Alambic Investment Management
California
$1.13M

Top Sellers

1
AR
1
Advisory Research
Illinois
$8.29M
2
AMI
2
Amica Mutual Insurance
Rhode Island
$0
3
APFBOT
3
Amica Pension Fund Board of Trustees
Rhode Island
$0
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$37K
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$408K
Name Market Value Shares Shares
Change 		Shares
Change %
RA
101
Royce & Associates
New York
$16K 2,301 +231 +11%
PFO
102
Pathstone Family Office
New Jersey
$14K 2,059 +2,059 New
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$12K 1,688 -773 -31%
GWM
104
Geneos Wealth Management
Colorado
$12K 1,800 – –
AIP
105
Ameritas Investment Partners
Nebraska
$9K 1,370 – –
Canada Life
106
Canada Life
Manitoba, Canada
$8K 1,339 -309 -19%
QCG
107
Quadrant Capital Group
Ohio
$8K 1,272 – –
Group One Trading
108
Group One Trading
Illinois
$8K 1,100 +400 +57%
Northwestern Mutual Wealth Management
109
Northwestern Mutual Wealth Management
Wisconsin
$7K 1,000 – –
Federated Hermes
110
Federated Hermes
Pennsylvania
$6K 872 +733 +527%
DA
111
Denali Advisors
California
$4K 578 +209 +57%
Fidelity Investments
112
Fidelity Investments
Massachusetts
$2K 291 +1 +0.3%
CB
113
Community Bank
New York
$1K 200 – –
APC
114
Aspire Private Capital
North Carolina
$1K 100 +100 New
LPWM
115
Lake Point Wealth Management
Texas
$1K 200 +200 New
BNP Paribas Financial Markets
116
BNP Paribas Financial Markets
France
$61 9 -837 -99%
GT
117
Glenmede Trust
Pennsylvania
$27 4,000 +4,000 New
AMI
118
Amica Mutual Insurance
Rhode Island
– – -156,265 Closed
APFBOT
119
Amica Pension Fund Board of Trustees
Rhode Island
– – -140,315 Closed
B
120
Bailard
California
– – -59,000 Closed
PP
121
PDT Partners
New York
– – -42,327 Closed
ARMT
122
Amica Retiree Medical Trust
Rhode Island
– – -21,958 Closed
AG
123
Aperio Group
California
– – -19,772 Closed
EGM
124
Engineers Gate Manager
New York
– – -15,251 Closed
MIM
125
MetLife Investment Management
New Jersey
– – -13,703 Closed
2 3 4
5
6