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Evolution Petroleum
EPM

Overview Fund Activity

120 hedge funds and large institutions have $164M invested in Evolution Petroleum in 2019 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 39 reducing their positions, and 13 closing their positions.

Holders
120
Holders Change
+3
Holders Change %
+2.56%
% of All Funds
2.6%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
41
Reduced
39
Closed
13
Calls
$363K
Puts
$89K
Net Calls
+$274K
Net Calls Change
-$448K

Top Buyers

1
FP
1
Foundry Partners
Minnesota
$3.05M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$1.92M
3
TCIM
3
TIAA CREF Investment Management
New York
$3.2M
4
TA
4
Teachers Advisors
New York
$1.38M
5
Wells Fargo
5
Wells Fargo
California
$1.42M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$880K
2
Ohio Public Employees Retirement System (OPERS)
2
Ohio Public Employees Retirement System (OPERS)
Ohio
$0
3
OCG
3
Opus Capital Group
Ohio
$792K
4
AIM
4
Alambic Investment Management
California
$257K
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$135K
Name Market Value Shares Shares
Change 		Shares
Change %
PI
101
PEAK6 Investments
Illinois
$33K 4,882 +4,882 New
Legal & General Group
102
Legal & General Group
United Kingdom
$26K 3,823 – –
RA
103
Royce & Associates
New York
$22K 3,235 +934 +41%
AG
104
Advisor Group
Arizona
$16K 2,303 -2,499 -52%
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$15K 2,206 +518 +31%
TRCT
106
Tower Research Capital (TRC)
New York
$13K 1,924 +1,924 New
GWM
107
Geneos Wealth Management
Colorado
$12K 1,800 – –
Canada Life
108
Canada Life
Manitoba, Canada
$10K 1,539 +200 +15%
Nisa Investment Advisors
109
Nisa Investment Advisors
Missouri
$9K 1,260 -10,600 -89%
AIP
110
Ameritas Investment Partners
Nebraska
$9K 1,370 – –
QCG
111
Quadrant Capital Group
Ohio
$8K 1,272 – –
Northwestern Mutual Wealth Management
112
Northwestern Mutual Wealth Management
Wisconsin
$7K 1,000 – –
Group One Trading
113
Group One Trading
Illinois
$3K 400 -700 -64%
DA
114
Denali Advisors
California
$2K 282 -296 -51%
Fidelity Investments
115
Fidelity Investments
Massachusetts
$2K 290 -1 -0.3%
Royal Bank of Canada
116
Royal Bank of Canada
Ontario, Canada
$2K 230 +230 New
APC
117
Aspire Private Capital
North Carolina
$1K 100 – –
CB
118
Community Bank
New York
$1K 200 – –
LPWM
119
Lake Point Wealth Management
Texas
$1K 200 – –
GT
120
Glenmede Trust
Pennsylvania
$27 4,000 – –
Ohio Public Employees Retirement System (OPERS)
121
Ohio Public Employees Retirement System (OPERS)
Ohio
– – -168,200 Closed
CI
122
Cavalier Investments
Georgia
– – -46,000 Closed
PCM
123
Prelude Capital Management
New York
– – -23,732 Closed
Creative Planning
124
Creative Planning
Kansas
– – -20,700 Closed
ARTA
125
A.R.T. Advisors
New York
– – -16,848 Closed
2 3 4
5
6