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Evolution Petroleum
EPM

67 hedge funds and large institutions have $148M invested in Evolution Petroleum in 2013 Q2 according to their latest regulatory filings, with 67 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

47.54% more ownership

Funds ownership: 0% → 47.54% (+48%)

33% less call options, than puts

Call options by funds: $321K | Put options by funds: $482K

Holders
67
Holders Change
+67
Holders Change %
–
% of All Funds
2.19%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.07%
New
67
Increased
–
Reduced
–
Closed
–
Calls
$321K
Puts
$482K
Net Calls
-$161K
Net Calls Change
-$161K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
RRAM
1
River Road Asset Management
Kentucky
$22.3M +$21.2M +2,045,738 New
AR
2
Advisory Research
Illinois
$18.7M +$17.8M +1,712,345 New
NC
3
Nokomis Capital
Texas
$18.1M +$17.2M +1,659,951 New
Wellington Management Group
4
Wellington Management Group
Massachusetts
$16.8M +$15.9M +1,536,494 New
TAM
5
THB Asset Management
Connecticut
$8.57M +$8.15M +785,819 New
Ameriprise
6
Ameriprise
Minnesota
$6.21M +$5.9M +569,320 New
BA
7
Bard Associates
Illinois
$5.64M +$5.36M +516,800 New
FAM
8
Fenimore Asset Management
New York
$5.52M +$5.24M +505,646 New
BFA
9
BlackRock Fund Advisors
California
$4.74M +$4.5M +434,558 New
Vanguard Group
10
Vanguard Group
Pennsylvania
$4.69M +$4.46M +430,227 New
Northern Trust
11
Northern Trust
Illinois
$2.74M +$2.6M +251,146 New
State Street
12
State Street
Massachusetts
$2.58M +$2.45M +236,358 New
BIT
13
BlackRock Institutional Trust
California
$2.26M +$2.15M +206,928 New
WA
14
WealthTrust Axiom
Pennsylvania
$2.23M +$2.12M +204,913 New
CCM
15
Corsair Capital Management
New York
$2.19M +$2.08M +200,433 New
KG
16
Killen Group
Pennsylvania
$2.13M +$2.02M +194,888 New
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$1.9M +$1.81M +174,297 New
WI
18
WHV Investments
California
$1.79M +$1.7M +164,275 New
EI
19
EAM Investors
California
$1.43M +$1.36M +131,285 New
Renaissance Technologies
20
Renaissance Technologies
New York
$1.28M +$1.22M +117,700 New
NCM
21
Nantahala Capital Management
Connecticut
$1.09M +$1.04M +100,000 New
Bank of New York Mellon
22
Bank of New York Mellon
New York
$1.07M +$1.02M +98,012 New
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$1.06M +$1M +96,811 New
Allianz Asset Management
24
Allianz Asset Management
Germany
$916K +$870K +83,965 New
PAM
25
Panagora Asset Management
Massachusetts
$867K +$826K +79,719 New
1
2 3

EPM Hedge Fund Activity: Q2 2013 in Review

67 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Evolution Petroleum (EPM) for Q2 2013, worth a combined $148M.

Buyers outnumbered sellers: 67 funds opened new EPM positions and 0 closed out — a net gain of 67 holders — while 0 added to existing stakes and 0 trimmed.

  • 67 institutional investors held Evolution Petroleum (EPM) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $148M of Evolution Petroleum stock for Q2 2013.
  • 67 funds opened new Evolution Petroleum positions in Q2 2013 and 0 closed out, a net change of +67 holders.

Based on aggregated 13F filings for Q2 2013.