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Evolution Petroleum
EPM

Overview Fund Activity

80 hedge funds and large institutions have $140M invested in Evolution Petroleum in 2015 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 30 increasing their positions, 24 reducing their positions, and 12 closing their positions.

Holders
80
Holders Change
-6
Holders Change %
-6.98%
% of All Funds
2.13%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
6
Increased
30
Reduced
24
Closed
12
Calls
$61K
Puts
$20K
Net Calls
+$41K
Net Calls Change
-$35K

Top Buyers

1
AR
1
Advisory Research
Illinois
$7.26M
2
FAM
2
Fenimore Asset Management
New York
$6.85M
3
ACH
3
ArrowMark Colorado Holdings
Colorado
$3.92M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.14M
5
BIT
5
BlackRock Institutional Trust
California
$1.62M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$4.32M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$4.63M
3
Lazard Asset Management
3
Lazard Asset Management
New York
$5.39M
4
CAM
4
Cortina Asset Management
Wisconsin
$2.35M
5
BGIM
5
Brandywine Global Investment Management
Pennsylvania
$4.3M
Name Market Value Shares Shares
Change 		Shares
Change %
JA
1
JVL Advisors
Texas
$24.3M 4,089,848 – –
RRAM
2
River Road Asset Management
Kentucky
$16.5M 2,765,937 +61,820 +2%
AR
3
Advisory Research
Illinois
$7.26M 1,219,627 +859,200 +238%
TAM
4
THB Asset Management
Connecticut
$7.15M 1,202,302 +20,835 +2%
FAM
5
Fenimore Asset Management
New York
$6.85M 1,151,696 +354,325 +44%
Lazard Asset Management
6
Lazard Asset Management
New York
$5.39M 906,005 -233,295 -20%
NCM
7
Nantahala Capital Management
Connecticut
$4.79M 804,324 +52,000 +7%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$4.63M 778,501 -417,546 -35%
Neuberger Berman Group
9
Neuberger Berman Group
New York
$4.32M 725,750 -685,400 -49%
BGIM
10
Brandywine Global Investment Management
Pennsylvania
$4.3M 722,177 -220,078 -23%
ACH
11
ArrowMark Colorado Holdings
Colorado
$3.92M 658,467 +234,202 +55%
Vanguard Group
12
Vanguard Group
Pennsylvania
$3.74M 628,847 +24,510 +4%
Ameriprise
13
Ameriprise
Minnesota
$3.39M 570,118 +200 +0%
KCM
14
Kennedy Capital Management
Missouri
$3.29M 553,090 -1,187 -0.2%
BFA
15
BlackRock Fund Advisors
California
$3.25M 546,772 +4,261 +0.8%
BA
16
Bard Associates
Illinois
$2.9M 487,175 -3,000 -0.6%
Renaissance Technologies
17
Renaissance Technologies
New York
$2.75M 461,600 +16,700 +4%
RJA
18
Raymond James & Associates
Florida
$2.64M 444,070 -8,764 -2%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$2.48M 417,400 – –
CAM
20
Cortina Asset Management
Wisconsin
$2.35M 395,448 -231,546 -37%
WA
21
Wasatch Advisors
Utah
$2.02M 339,492 – –
Bank of New York Mellon
22
Bank of New York Mellon
New York
$1.75M 293,353 +12,777 +5%
RP
23
Reinhart Partners
Wisconsin
$1.72M 288,830 -12,610 -4%
BIT
24
BlackRock Institutional Trust
California
$1.62M 272,436 +96,437 +55%
Northern Trust
25
Northern Trust
Illinois
$1.46M 245,392 -4,186 -2%
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