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Evolution Petroleum
EPM

Overview Fund Activity

88 hedge funds and large institutions have $279M invested in Evolution Petroleum in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 33 increasing their positions, 35 reducing their positions, and 4 closing their positions.

Holders
88
Holders Change
+2
Holders Change %
+2.33%
% of All Funds
2.54%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
6
Increased
33
Reduced
35
Closed
4
Calls
$383K
Puts
$405K
Net Calls
-$22K
Net Calls Change
-$13K

Top Buyers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$7.63M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$5.27M
3
NCM
3
Nantahala Capital Management
Connecticut
$5.06M
4
APG Asset Management
4
APG Asset Management
Netherlands
$2.05M
5
BGIM
5
Brandywine Global Investment Management
Pennsylvania
$8.12M

Top Sellers

1
NC
1
Nokomis Capital
Texas
$7.49M
2
Boston Partners
2
Boston Partners
Massachusetts
$701K
3
WI
3
WHV Investments
California
$581K
4
BIT
4
BlackRock Institutional Trust
California
$2.79M
5
AR
5
Advisory Research
Illinois
$8.49M
Name Market Value Shares Shares
Change 		Shares
Change %
JA
1
JVL Advisors
Texas
$46.8M 3,677,585 – –
RRAM
2
River Road Asset Management
Kentucky
$25.1M 1,970,513 -34,100 -2%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$21.6M 1,694,717 -2,950 -0.2%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$19M 1,492,550 +104,350 +8%
TAM
5
THB Asset Management
Connecticut
$13.7M 1,075,601 -9,660 -0.9%
AR
6
Advisory Research
Illinois
$8.49M 667,086 -77,900 -10%
CAM
7
Cortina Asset Management
Wisconsin
$8.17M 641,760 +89,223 +16%
BGIM
8
Brandywine Global Investment Management
Pennsylvania
$8.12M 637,521 +160,605 +34%
KG
9
Killen Group
Pennsylvania
$8.03M 630,916 -32,675 -5%
Lazard Asset Management
10
Lazard Asset Management
New York
$7.63M 599,250 +599,250 New
NC
11
Nokomis Capital
Texas
$7.49M 588,442 -602,695 -51%
KCM
12
Kennedy Capital Management
Missouri
$7.37M 578,806 +36,867 +7%
Ameriprise
13
Ameriprise
Minnesota
$7.24M 568,253 – –
FAM
14
Fenimore Asset Management
New York
$6.84M 537,171 +2,925 +0.5%
Vanguard Group
15
Vanguard Group
Pennsylvania
$6.48M 508,811 +52,329 +11%
BA
16
Bard Associates
Illinois
$6.36M 499,925 -3,075 -0.6%
BFA
17
BlackRock Fund Advisors
California
$6.09M 478,625 +13,980 +3%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$5.27M 414,200 +328,395 +383%
NCM
19
Nantahala Capital Management
Connecticut
$5.06M 397,580 +245,200 +161%
Renaissance Technologies
20
Renaissance Technologies
New York
$4.78M 375,200 +64,200 +21%
Northern Trust
21
Northern Trust
Illinois
$3.23M 253,564 -10,726 -4%
State Street
22
State Street
Massachusetts
$3.2M 251,156 +14,353 +6%
BIT
23
BlackRock Institutional Trust
California
$2.79M 218,875 -194,094 -47%
Invesco
24
Invesco
Georgia
$2.75M 216,239 +227 +0.1%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$2.66M 208,771 +4,477 +2%
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