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Evolution Petroleum
EPM

Overview Fund Activity

84 hedge funds and large institutions have $132M invested in Evolution Petroleum in 2015 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 29 reducing their positions, and 8 closing their positions.

Holders
84
Holders Change
+1
Holders Change %
+1.2%
% of All Funds
2.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
26
Reduced
29
Closed
8
Calls
$121K
Puts
$13K
Net Calls
+$108K
Net Calls Change
+$101K

Top Buyers

1
AR
1
Advisory Research
Illinois
$16M
2
ACH
2
ArrowMark Colorado Holdings
Colorado
$7.29M
3
NCM
3
Nantahala Capital Management
Connecticut
$5.99M
4
FP
4
Foundry Partners
Minnesota
$554K
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.34M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$0
2
CAM
2
Cortina Asset Management
Wisconsin
$0
3
WA
3
Wasatch Advisors
Utah
$547K
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.67M
5
RRAM
5
River Road Asset Management
Kentucky
$14.2M
Name Market Value Shares Shares
Change 		Shares
Change %
JA
1
JVL Advisors
Texas
$22.7M 4,089,848 – –
AR
2
Advisory Research
Illinois
$16M 2,890,983 +856,985 +42%
RRAM
3
River Road Asset Management
Kentucky
$14.2M 2,562,779 -109,274 -4%
ACH
4
ArrowMark Colorado Holdings
Colorado
$7.29M 1,314,150 +209,806 +19%
NCM
5
Nantahala Capital Management
Connecticut
$5.99M 1,042,785 +157,607 +18%
TAM
6
THB Asset Management
Connecticut
$5.98M 1,078,317 -75,710 -7%
FAM
7
Fenimore Asset Management
New York
$5.88M 1,059,937 +6,291 +0.6%
BIT
8
BlackRock Institutional Trust
California
$4.98M 896,696 +30,532 +4%
Vanguard Group
9
Vanguard Group
Pennsylvania
$4.34M 782,323 +89,219 +13%
BFA
10
BlackRock Fund Advisors
California
$3.56M 641,848 +886 +0.1%
BGIM
11
Brandywine Global Investment Management
Pennsylvania
$3.28M 590,286 -79,910 -12%
KCM
12
Kennedy Capital Management
Missouri
$3.03M 545,112 -2,005 -0.4%
Renaissance Technologies
13
Renaissance Technologies
New York
$2.9M 522,300 +21,600 +4%
BA
14
Bard Associates
Illinois
$2.6M 468,025 -8,650 -2%
Ameriprise
15
Ameriprise
Minnesota
$2.41M 433,719 -72,745 -14%
RJA
16
Raymond James & Associates
Florida
$2.17M 390,504 -37,507 -9%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$1.91M 343,136 +31,871 +10%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$1.67M 300,218 -117,182 -28%
WA
19
WealthTrust Axiom
Pennsylvania
$1.63M 294,344 +70,413 +31%
RP
20
Reinhart Partners
Wisconsin
$1.62M 291,279 -7,430 -2%
Northern Trust
21
Northern Trust
Illinois
$1.58M 284,559 +43,105 +18%
State Street
22
State Street
Massachusetts
$1.34M 240,873 -1,823 -0.8%
Morgan Stanley
23
Morgan Stanley
New York
$1.23M 221,501 -11,546 -5%
MC
24
Menta Capital
California
$1.12M 201,306 +37,054 +23%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$1.04M 187,075 +12,605 +7%
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