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Evolution Petroleum
EPM

Overview Fund Activity

79 hedge funds and large institutions have $169M invested in Evolution Petroleum in 2013 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 21 reducing their positions, and 3 closing their positions.

Holders
79
Holders Change
+12
Holders Change %
+17.91%
% of All Funds
2.56%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
15
Increased
35
Reduced
21
Closed
3
Calls
$306K
Puts
$262K
Net Calls
+$44K
Net Calls Change
+$205K

Top Buyers

1
FAMT
1
Fenimore Asset Management Trust
New York
$5.85M
2
KCM
2
Kennedy Capital Management
Missouri
$5.43M
3
KG
3
Killen Group
Pennsylvania
$6.87M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$18.9M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$2.85M

Top Sellers

1
AR
1
Advisory Research
Illinois
$11.9M
2
RRAM
2
River Road Asset Management
Kentucky
$21.1M
3
NC
3
Nokomis Capital
Texas
$17.2M
4
EI
4
EAM Investors
California
$0
5
Two Sigma Investments
5
Two Sigma Investments
New York
$206K
Name Market Value Shares Shares
Change 		Shares
Change %
RRAM
1
River Road Asset Management
Kentucky
$21.1M 1,870,233 -175,505 -9%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$18.9M 1,682,867 +146,373 +10%
NC
3
Nokomis Capital
Texas
$17.2M 1,524,380 -135,571 -8%
AR
4
Advisory Research
Illinois
$11.9M 1,053,448 -658,897 -38%
TAM
5
THB Asset Management
Connecticut
$9.94M 883,051 +97,232 +12%
KG
6
Killen Group
Pennsylvania
$6.87M 610,491 +415,603 +213%
Ameriprise
7
Ameriprise
Minnesota
$6.41M 569,310 -10 -0%
FAM
8
Fenimore Asset Management
New York
$5.85M 519,221 +13,575 +3%
FAMT
9
Fenimore Asset Management Trust
New York
$5.85M 519,221 +519,221 New
BA
10
Bard Associates
Illinois
$5.77M 512,250 -4,550 -0.9%
BFA
11
BlackRock Fund Advisors
California
$5.49M 487,185 +52,627 +12%
KCM
12
Kennedy Capital Management
Missouri
$5.43M 482,384 +482,384 New
Vanguard Group
13
Vanguard Group
Pennsylvania
$5.11M 453,911 +23,684 +6%
WI
14
WHV Investments
California
$3.1M 275,325 +111,050 +68%
Northern Trust
15
Northern Trust
Illinois
$2.88M 255,934 +4,788 +2%
Renaissance Technologies
16
Renaissance Technologies
New York
$2.85M 253,500 +135,800 +115%
State Street
17
State Street
Massachusetts
$2.66M 236,092 -266 -0.1%
BIT
18
BlackRock Institutional Trust
California
$2.64M 234,736 +27,808 +13%
CCM
19
Corsair Capital Management
New York
$2.33M 206,558 +6,125 +3%
WA
20
WealthTrust Axiom
Pennsylvania
$2.29M 203,366 -1,547 -0.8%
Invesco
21
Invesco
Georgia
$2.12M 188,147 +125,285 +199%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$1.89M 168,241 -6,056 -3%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$1.6M 142,411 +45,600 +47%
NCM
24
Nantahala Capital Management
Connecticut
$1.38M 122,088 +22,088 +22%
Allianz Asset Management
25
Allianz Asset Management
Germany
$1.32M 117,465 +33,500 +40%
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