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Evolution Petroleum
EPM

Overview Fund Activity

103 hedge funds and large institutions have $137M invested in Evolution Petroleum in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 37 increasing their positions, 33 reducing their positions, and 20 closing their positions.

Holders
103
Holders Change
-9
Holders Change %
-8.04%
% of All Funds
2.03%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
37
Reduced
33
Closed
20
Calls
$214K
Puts
$244K
Net Calls
-$30K
Net Calls Change
-$253K

Top Buyers

1
WA
1
WealthTrust Axiom
Pennsylvania
$5.26M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$14.2M
3
ACH
3
ArrowMark Colorado Holdings
Colorado
$7.81M
4
RRAM
4
River Road Asset Management
Kentucky
$6.75M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.7M

Top Sellers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$0
2
DCM
2
Driehaus Capital Management
Illinois
$0
3
WG
3
Winton Group
United Kingdom
$367K
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$2.35M
5
Charles Schwab
5
Charles Schwab
California
$1.28M
Name Market Value Shares Shares
Change 		Shares
Change %
Allianz Asset Management
101
Allianz Asset Management
Germany
– – -112,796 Closed
DCM
102
Driehaus Capital Management
Illinois
– – -102,340 Closed
MWNA
103
Marshall Wace North America
New York
– – -30,447 Closed
CL
104
CPWM LLC
Washington
– – -30,000 Closed
GCP
105
GSA Capital Partners
United Kingdom
– – -27,424 Closed
GC
106
Guggenheim Capital
Illinois
– – -24,366 Closed
OCG
107
Opus Capital Group
Ohio
– – -19,923 Closed
HF
108
HRT Financial
New York
– – -14,240 Closed
AIM
109
Alambic Investment Management
California
– – -13,901 Closed
Susquehanna International Group
110
Susquehanna International Group
Pennsylvania
– – -12,518 Closed
ZCM
111
Zebra Capital Management
Connecticut
– – -11,064 Closed
Victory Capital Management
112
Victory Capital Management
Texas
– – -5,259 Closed
PCM
113
Prelude Capital Management
New York
– – -2,100 Closed
CIAS
114
Capital Investment Advisory Services
North Carolina
– – -2,000 Closed
PNC Financial Services Group
115
PNC Financial Services Group
Pennsylvania
– – -634 Closed
HGWM
116
Harvest Group Wealth Management
Massachusetts
– – -230 Closed
Lazard Asset Management
117
Lazard Asset Management
New York
– – -203 Closed
CB
118
Community Bank
New York
– – -200 Closed
SFSIG
119
San Francisco Sentry Investment Group
California
– – -123 Closed
GWS
120
Glassman Wealth Services
Virginia
– – -60 Closed
BCA
121
Berman Capital Advisors
Georgia
$0 166 – –
CM
122
Caption Management
Oklahoma
– – – –
IA
123
IFP Advisors
Florida
– – – –
CFGS
124
Concourse Financial Group Securities
Alabama
– – – –
EI
125
Ellevest Inc
New York
$0 30 +30 New
2 3 4
5
6