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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 %
TRCT
101
Tower Research Capital (TRC)
New York
$9K 1,242 -682 -35%
QCG
102
Quadrant Capital Group
Ohio
$9K 1,272 – –
Nisa Investment Advisors
103
Nisa Investment Advisors
Missouri
$9K 1,260 – –
Northwestern Mutual Wealth Management
104
Northwestern Mutual Wealth Management
Wisconsin
$7K 1,000 – –
TPWA
105
TRUE Private Wealth Advisors
Oregon
$7K 1,039 +1,039 New
DA
106
Denali Advisors
California
$5K 687 +405 +144%
Group One Trading
107
Group One Trading
Illinois
$3K 400 – –
Fidelity Investments
108
Fidelity Investments
Massachusetts
$2K 291 +1 +0.3%
PCM
109
Prelude Capital Management
New York
$2K 300 +300 New
LPWM
110
Lake Point Wealth Management
Texas
$1K 200 – –
APC
111
Aspire Private Capital
North Carolina
$1K 100 – –
CB
112
Community Bank
New York
$1K 200 – –
GT
113
Glenmede Trust
Pennsylvania
$28 4,000 – –
HIM
114
Hillsdale Investment Management
Ontario, Canada
– – -217,700 Closed
American Century Companies
115
American Century Companies
Missouri
– – -124,015 Closed
BPM
116
Bowling Portfolio Management
Ohio
– – -86,103 Closed
AIM
117
Alambic Investment Management
California
– – -38,125 Closed
MC
118
Menta Capital
California
– – -27,191 Closed
CEP
119
Chicago Equity Partners
Illinois
– – -26,280 Closed
Acadian Asset Management
120
Acadian Asset Management
Massachusetts
– – -20,073 Closed
State of Tennessee, Department of Treasury
121
State of Tennessee, Department of Treasury
Tennessee
– – -14,401 Closed
OAM
122
Oxford Asset Management
United Kingdom
– – -10,784 Closed
NA
123
Navellier & Associates
Nevada
– – -10,775 Closed
SG Americas Securities
124
SG Americas Securities
New York
– – -10,542 Closed
APA
125
American Portfolios Advisors
New York
– – -5,500 Closed
2 3 4
5
6