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Evolution Petroleum
EPM

Overview Fund Activity

86 hedge funds and large institutions have $264M invested in Evolution Petroleum in 2013 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 26 reducing their positions, and 7 closing their positions.

Holders
86
Holders Change
+7
Holders Change %
+8.86%
% of All Funds
2.5%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
15
Increased
34
Reduced
26
Closed
7
Calls
$132K
Puts
$141K
Net Calls
-$9K
Net Calls Change
-$53K

Top Buyers

1
JA
1
JVL Advisors
Texas
$45.4M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$17.1M
3
CAM
3
Cortina Asset Management
Wisconsin
$6.82M
4
BGIM
4
Brandywine Global Investment Management
Pennsylvania
$5.89M
5
Boston Partners
5
Boston Partners
Massachusetts
$3.65M

Top Sellers

1
NC
1
Nokomis Capital
Texas
$14.7M
2
AR
2
Advisory Research
Illinois
$9.19M
3
CCM
3
Corsair Capital Management
New York
$0
4
California Public Employees Retirement System
4
California Public Employees Retirement System
California
$1.42M
5
BFA
5
BlackRock Fund Advisors
California
$5.73M
Name Market Value Shares Shares
Change 		Shares
Change %
JA
1
JVL Advisors
Texas
$45.4M 3,677,585 +3,677,585 New
RRAM
2
River Road Asset Management
Kentucky
$24.7M 2,004,613 +134,380 +7%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$20.9M 1,697,667 +14,800 +0.9%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$17.1M 1,388,200 +1,388,200 New
NC
5
Nokomis Capital
Texas
$14.7M 1,191,137 -333,243 -22%
TAM
6
THB Asset Management
Connecticut
$13.4M 1,085,261 +202,210 +23%
AR
7
Advisory Research
Illinois
$9.19M 744,986 -308,462 -29%
KG
8
Killen Group
Pennsylvania
$8.19M 663,591 +53,100 +9%
Ameriprise
9
Ameriprise
Minnesota
$7.01M 568,253 -1,057 -0.2%
CAM
10
Cortina Asset Management
Wisconsin
$6.82M 552,537 +552,537 New
KCM
11
Kennedy Capital Management
Missouri
$6.69M 541,939 +59,555 +12%
FAM
12
Fenimore Asset Management
New York
$6.59M 534,246 +15,025 +3%
BA
13
Bard Associates
Illinois
$6.23M 503,000 -9,250 -2%
BGIM
14
Brandywine Global Investment Management
Pennsylvania
$5.89M 476,916 +476,916 New
BFA
15
BlackRock Fund Advisors
California
$5.73M 464,645 -22,540 -5%
Vanguard Group
16
Vanguard Group
Pennsylvania
$5.63M 456,482 +2,571 +0.6%
BIT
17
BlackRock Institutional Trust
California
$5.1M 412,969 +178,233 +76%
Renaissance Technologies
18
Renaissance Technologies
New York
$3.84M 311,000 +57,500 +23%
Boston Partners
19
Boston Partners
Massachusetts
$3.65M 295,950 +295,950 New
WI
20
WHV Investments
California
$3.32M 269,125 -6,200 -2%
Northern Trust
21
Northern Trust
Illinois
$3.26M 264,290 +8,356 +3%
State Street
22
State Street
Massachusetts
$2.92M 236,803 +711 +0.3%
Invesco
23
Invesco
Georgia
$2.67M 216,012 +27,865 +15%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$2.52M 204,294 +99,927 +96%
WA
25
WealthTrust Axiom
Pennsylvania
$2.43M 196,724 -6,642 -3%
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