EPM icon

Evolution Petroleum
EPM

Overview Fund Activity

86 hedge funds and large institutions have $171M invested in Evolution Petroleum in 2014 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 21 reducing their positions, and 10 closing their positions.

Holders
86
Holders Change
+1
Holders Change %
+1.18%
% of All Funds
2.3%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
12
Increased
34
Reduced
21
Closed
10
Calls
$101K
Puts
$25K
Net Calls
+$76K
Net Calls Change
+$64K

Top Buyers

1
JA
1
JVL Advisors
Texas
$30.4M
2
ACH
2
ArrowMark Colorado Holdings
Colorado
$3.15M
3
WA
3
Wasatch Advisors
Utah
$2.52M
4
FAM
4
Fenimore Asset Management
New York
$5.92M
5
BFA
5
BlackRock Fund Advisors
California
$4.03M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$8.89M
2
KCM
2
Kennedy Capital Management
Missouri
$4.12M
3
NC
3
Nokomis Capital
Texas
$0
4
APG Asset Management
4
APG Asset Management
Netherlands
$0
5
RJA
5
Raymond James & Associates
Florida
$3.37M
Name Market Value Shares Shares
Change 		Shares
Change %
JA
1
JVL Advisors
Texas
$30.4M 4,089,848 +412,263 +11%
RRAM
2
River Road Asset Management
Kentucky
$20.1M 2,704,117 +76,491 +3%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$10.5M 1,411,150 -1,050 -0.1%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$8.89M 1,196,047 -687,000 -36%
TAM
5
THB Asset Management
Connecticut
$8.78M 1,181,467 +15,146 +1%
Lazard Asset Management
6
Lazard Asset Management
New York
$8.46M 1,139,300 +75,846 +7%
BGIM
7
Brandywine Global Investment Management
Pennsylvania
$7M 942,255 +4,083 +0.4%
FAM
8
Fenimore Asset Management
New York
$5.92M 797,371 +119,700 +18%
NCM
9
Nantahala Capital Management
Connecticut
$5.59M 752,324 +7,670 +1%
CAM
10
Cortina Asset Management
Wisconsin
$4.66M 626,994 -17,080 -3%
Vanguard Group
11
Vanguard Group
Pennsylvania
$4.49M 604,337 +29,537 +5%
Ameriprise
12
Ameriprise
Minnesota
$4.24M 569,918 +2,915 +0.5%
KCM
13
Kennedy Capital Management
Missouri
$4.12M 554,277 -331,665 -37%
BFA
14
BlackRock Fund Advisors
California
$4.03M 542,511 +76,523 +16%
BA
15
Bard Associates
Illinois
$3.64M 490,175 – –
RJA
16
Raymond James & Associates
Florida
$3.37M 452,834 -73,075 -14%
Renaissance Technologies
17
Renaissance Technologies
New York
$3.31M 444,900 +29,300 +7%
ACH
18
ArrowMark Colorado Holdings
Colorado
$3.15M 424,265 +340,856 +409%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$3.1M 417,400 – –
AR
20
Advisory Research
Illinois
$2.68M 360,427 – –
WA
21
Wasatch Advisors
Utah
$2.52M 339,492 +339,492 New
RP
22
Reinhart Partners
Wisconsin
$2.24M 301,440 +6,650 +2%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$2.08M 280,576 +68,374 +32%
Northern Trust
24
Northern Trust
Illinois
$1.85M 249,578 +4,207 +2%
State Street
25
State Street
Massachusetts
$1.76M 237,489 +3,820 +2%
1
2 3 4