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Evolution Petroleum
EPM

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.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

6% more capital invested

Capital invested by funds: $264M → $279M (+$14.8M)

2% more funds holding

Funds holding: 86 → 88 (+2)

5% less call options, than puts

Call options by funds: $383K | Put options by funds: $405K

6% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 35

7.18% less ownership

Funds ownership: 74.81% → 67.63% (-7.2%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

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
Lazard Asset Management
New York
+$7.67M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$4.2M
3
NCM
Nantahala Capital Management
Connecticut
+$3.14M
4
APG Asset Management
APG Asset Management
Netherlands
+$2.06M
5
BGIM
Brandywine Global Investment Management
Pennsylvania
+$2.06M

Top Sellers

1
NC
Nokomis Capital
Texas
-$7.71M
2
Boston Partners
Boston Partners
Massachusetts
-$3.08M
3
WI
WHV Investments
California
-$2.86M
4
BIT
BlackRock Institutional Trust
California
-$2.48M
5
AR
Advisory Research
Illinois
-$997K
Name Holding Trade Value Shares
Change 		Change in
Stake
JA
1
JVL Advisors
Texas
$46.8M – – –
RRAM
2
River Road Asset Management
Kentucky
$25.1M -$436K -34,100 -2%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$21.6M -$37.8K -2,950 -0.2%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$19M +$1.34M +104,350 +8%
TAM
5
THB Asset Management
Connecticut
$13.7M -$124K -9,660 -0.9%
AR
6
Advisory Research
Illinois
$8.49M -$997K -77,900 -10%
CAM
7
Cortina Asset Management
Wisconsin
$8.17M +$1.14M +89,223 +16%
BGIM
8
Brandywine Global Investment Management
Pennsylvania
$8.12M +$2.06M +160,605 +34%
KG
9
Killen Group
Pennsylvania
$8.03M -$418K -32,675 -5%
Lazard Asset Management
10
Lazard Asset Management
New York
$7.63M +$7.67M +599,250 New
NC
11
Nokomis Capital
Texas
$7.49M -$7.71M -602,695 -51%
KCM
12
Kennedy Capital Management
Missouri
$7.37M +$472K +36,867 +7%
Ameriprise
13
Ameriprise
Minnesota
$7.24M – – –
FAM
14
Fenimore Asset Management
New York
$6.84M +$37.4K +2,925 +0.5%
Vanguard Group
15
Vanguard Group
Pennsylvania
$6.48M +$670K +52,329 +11%
BA
16
Bard Associates
Illinois
$6.36M -$39.4K -3,075 -0.6%
BFA
17
BlackRock Fund Advisors
California
$6.09M +$179K +13,980 +3%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$5.27M +$4.2M +328,395 +383%
NCM
19
Nantahala Capital Management
Connecticut
$5.06M +$3.14M +245,200 +161%
Renaissance Technologies
20
Renaissance Technologies
New York
$4.78M +$822K +64,200 +21%
Northern Trust
21
Northern Trust
Illinois
$3.23M -$137K -10,726 -4%
State Street
22
State Street
Massachusetts
$3.2M +$184K +14,353 +6%
BIT
23
BlackRock Institutional Trust
California
$2.79M -$2.48M -194,094 -47%
Invesco
24
Invesco
Georgia
$2.75M +$2.91K +227 +0.1%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$2.66M +$57.3K +4,477 +2%
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