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Evolution Petroleum
EPM

Overview Fund Activity

91 hedge funds and large institutions have $245M invested in Evolution Petroleum in 2014 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 40 reducing their positions, and 5 closing their positions.

Holders
91
Holders Change
+3
Holders Change %
+3.41%
% of All Funds
2.62%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
8
Increased
32
Reduced
40
Closed
5
Calls
$251K
Puts
$453K
Net Calls
-$202K
Net Calls Change
-$180K

Top Buyers

1
RP
1
Reinhart Partners
Wisconsin
$3.57M
2
NCM
2
Nantahala Capital Management
Connecticut
$7.72M
3
BGIM
3
Brandywine Global Investment Management
Pennsylvania
$10.1M
4
KCM
4
Kennedy Capital Management
Missouri
$8.85M
5
RJA
5
Raymond James & Associates
Florida
$3.95M

Top Sellers

1
AR
1
Advisory Research
Illinois
$3.95M
2
Invesco
2
Invesco
Georgia
$0
3
KG
3
Killen Group
Pennsylvania
$5.21M
4
RRAM
4
River Road Asset Management
Kentucky
$20M
5
NC
5
Nokomis Capital
Texas
$5.31M
Name Market Value Shares Shares
Change 		Shares
Change %
JA
1
JVL Advisors
Texas
$40.3M 3,677,585 – –
RRAM
2
River Road Asset Management
Kentucky
$20M 1,826,832 -143,681 -7%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$19M 1,730,617 +35,900 +2%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$16M 1,465,050 -27,500 -2%
TAM
5
THB Asset Management
Connecticut
$11.2M 1,024,421 -51,180 -5%
BGIM
6
Brandywine Global Investment Management
Pennsylvania
$10.1M 920,762 +283,241 +44%
KCM
7
Kennedy Capital Management
Missouri
$8.85M 808,601 +229,795 +40%
Lazard Asset Management
8
Lazard Asset Management
New York
$8.63M 787,900 +188,650 +31%
NCM
9
Nantahala Capital Management
Connecticut
$7.72M 713,213 +315,633 +79%
CAM
10
Cortina Asset Management
Wisconsin
$6.86M 626,797 -14,963 -2%
Ameriprise
11
Ameriprise
Minnesota
$6.21M 566,953 -1,300 -0.2%
FAM
12
Fenimore Asset Management
New York
$5.97M 545,046 +7,875 +1%
Vanguard Group
13
Vanguard Group
Pennsylvania
$5.94M 542,538 +33,727 +7%
BA
14
Bard Associates
Illinois
$5.38M 491,475 -8,450 -2%
BFA
15
BlackRock Fund Advisors
California
$5.32M 485,386 +6,761 +1%
NC
16
Nokomis Capital
Texas
$5.31M 484,758 -103,684 -18%
KG
17
Killen Group
Pennsylvania
$5.21M 475,922 -154,994 -25%
Renaissance Technologies
18
Renaissance Technologies
New York
$4.6M 419,600 +44,400 +12%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$4.54M 414,200 – –
AR
20
Advisory Research
Illinois
$3.95M 360,447 -306,639 -46%
RJA
21
Raymond James & Associates
Florida
$3.95M 360,407 +195,315 +118%
RP
22
Reinhart Partners
Wisconsin
$3.57M 325,610 +325,610 New
State Street
23
State Street
Massachusetts
$2.55M 232,912 -18,244 -7%
Northern Trust
24
Northern Trust
Illinois
$2.52M 230,080 -23,484 -9%
BIT
25
BlackRock Institutional Trust
California
$2.37M 216,050 -2,825 -1%
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