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Evolution Petroleum
EPM

Overview Fund Activity

112 hedge funds and large institutions have $144M invested in Evolution Petroleum in 2019 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 44 increasing their positions, 31 reducing their positions, and 12 closing their positions.

Holders
112
Holders Change
-1
Holders Change %
-0.88%
% 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
12
Increased
44
Reduced
31
Closed
12
Calls
$229K
Puts
$6K
Net Calls
+$223K
Net Calls Change
-$112K

Top Buyers

1
RRAM
1
River Road Asset Management
Kentucky
$6.6M
2
AR
2
Advisory Research
Illinois
$8.96M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$14.2M
4
AMI
4
Amica Mutual Insurance
Rhode Island
$2.91M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.23M

Top Sellers

1
JA
1
JVL Advisors
Texas
$8.72M
2
ACM
2
Argent Capital Management
Missouri
$0
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$659K
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$7.51M
5
Victory Capital Management
5
Victory Capital Management
Texas
$31K
Name Market Value Shares Shares
Change 		Shares
Change %
Nisa Investment Advisors
101
Nisa Investment Advisors
Missouri
$7K 1,260 – –
Northwestern Mutual Wealth Management
102
Northwestern Mutual Wealth Management
Wisconsin
$6K 1,000 – –
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$4K 634 -1,196 -65%
DA
104
Denali Advisors
California
$3K 493 -194 -28%
Fidelity Investments
105
Fidelity Investments
Massachusetts
$2K 290 -1 -0.3%
APC
106
Aspire Private Capital
North Carolina
$1K 100 – –
CB
107
Community Bank
New York
$1K 200 – –
SFSIG
108
San Francisco Sentry Investment Group
California
$1K 123 +123 New
Lazard Asset Management
109
Lazard Asset Management
New York
$1K 203 +203 New
HGWM
110
Harvest Group Wealth Management
Massachusetts
$1K 230 +230 New
ACM
111
Argent Capital Management
Missouri
– – -237,313 Closed
AQR Capital Management
112
AQR Capital Management
Connecticut
– – -79,360 Closed
Arrowstreet Capital
113
Arrowstreet Capital
Massachusetts
– – -73,378 Closed
OSAM
114
O'Shaughnessy Asset Management
Connecticut
– – -68,323 Closed
CI
115
Cigna Investments
Connecticut
– – -28,556 Closed
State Board of Administration of Florida Retirement System
116
State Board of Administration of Florida Retirement System
Florida
– – -24,740 Closed
LPL Financial
117
LPL Financial
California
– – -18,802 Closed
FQ
118
First Quadrant
California
– – -17,428 Closed
GT
119
Glenmede Trust
Pennsylvania
– – -4,000 Closed
AG
120
Aperio Group
California
– – -1,596 Closed
TPWA
121
TRUE Private Wealth Advisors
Oregon
– – -1,039 Closed
Group One Trading
122
Group One Trading
Illinois
– – -400 Closed
Simplex Trading
123
Simplex Trading
Illinois
– – – –
IA
124
IFP Advisors
Florida
– – – –
PI
125
PEAK6 Investments
Illinois
– – – –
2 3 4
5
6