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Evolution Petroleum
EPM

Overview Fund Activity

83 hedge funds and large institutions have $156M invested in Evolution Petroleum in 2015 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 26 reducing their positions, and 7 closing their positions.

Holders
83
Holders Change
+3
Holders Change %
+3.75%
% of All Funds
2.24%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
36
Reduced
26
Closed
7
Calls
$40K
Puts
$33K
Net Calls
+$7K
Net Calls Change
-$34K

Top Buyers

1
AR
1
Advisory Research
Illinois
$13.4M
2
BIT
2
BlackRock Institutional Trust
California
$5.71M
3
ACH
3
ArrowMark Colorado Holdings
Colorado
$7.28M
4
BA
4
BlackRock Advisors
Delaware
$1.09M
5
BFA
5
BlackRock Fund Advisors
California
$4.22M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$0
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$0
3
Lazard Asset Management
3
Lazard Asset Management
New York
$4.25M
4
CAM
4
Cortina Asset Management
Wisconsin
$1.23M
5
WA
5
Wasatch Advisors
Utah
$1.55M
Name Market Value Shares Shares
Change 		Shares
Change %
JA
1
JVL Advisors
Texas
$27M 4,089,848 – –
RRAM
2
River Road Asset Management
Kentucky
$17.6M 2,672,053 -93,884 -3%
AR
3
Advisory Research
Illinois
$13.4M 2,033,998 +814,371 +67%
TAM
4
THB Asset Management
Connecticut
$7.61M 1,154,027 -48,275 -4%
ACH
5
ArrowMark Colorado Holdings
Colorado
$7.28M 1,104,344 +445,877 +68%
FAM
6
Fenimore Asset Management
New York
$6.94M 1,053,646 -98,050 -9%
NCM
7
Nantahala Capital Management
Connecticut
$5.83M 885,178 +80,854 +10%
BIT
8
BlackRock Institutional Trust
California
$5.71M 866,164 +593,728 +218%
Vanguard Group
9
Vanguard Group
Pennsylvania
$4.57M 693,104 +64,257 +10%
BGIM
10
Brandywine Global Investment Management
Pennsylvania
$4.42M 670,196 -51,981 -7%
Lazard Asset Management
11
Lazard Asset Management
New York
$4.25M 644,600 -261,405 -29%
BFA
12
BlackRock Fund Advisors
California
$4.22M 640,962 +94,190 +17%
KCM
13
Kennedy Capital Management
Missouri
$3.61M 547,117 -5,973 -1%
Ameriprise
14
Ameriprise
Minnesota
$3.34M 506,464 -63,654 -11%
Renaissance Technologies
15
Renaissance Technologies
New York
$3.3M 500,700 +39,100 +8%
BA
16
Bard Associates
Illinois
$3.14M 476,675 -10,500 -2%
RJA
17
Raymond James & Associates
Florida
$2.82M 428,011 -16,059 -4%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$2.75M 417,400 – –
Bank of New York Mellon
19
Bank of New York Mellon
New York
$2.05M 311,265 +17,912 +6%
RP
20
Reinhart Partners
Wisconsin
$1.97M 298,709 +9,879 +3%
State Street
21
State Street
Massachusetts
$1.6M 242,696 +4,961 +2%
Northern Trust
22
Northern Trust
Illinois
$1.59M 241,454 -3,938 -2%
WA
23
Wasatch Advisors
Utah
$1.55M 234,492 -105,000 -31%
Morgan Stanley
24
Morgan Stanley
New York
$1.54M 233,047 +41,881 +22%
WA
25
WealthTrust Axiom
Pennsylvania
$1.48M 223,931 -3,750 -2%
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