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Evolution Petroleum
EPM

Overview Fund Activity

86 hedge funds and large institutions have $112M invested in Evolution Petroleum in 2015 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 26 reducing their positions, and 9 closing their positions.

Holders
86
Holders Change
+2
Holders Change %
+2.38%
% of All Funds
2.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
30
Reduced
26
Closed
9
Calls
$188K
Puts
$13K
Net Calls
+$175K
Net Calls Change
+$67K

Top Buyers

1
AR
1
Advisory Research
Illinois
$15.5M
2
GPGA
2
Grandeur Peak Global Advisors
Utah
$665K
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$562K
4
FP
4
Foundry Partners
Minnesota
$879K
5
Morgan Stanley
5
Morgan Stanley
New York
$1.43M

Top Sellers

1
BGIM
1
Brandywine Global Investment Management
Pennsylvania
$74K
2
RP
2
Reinhart Partners
Wisconsin
$0
3
NCM
3
Nantahala Capital Management
Connecticut
$4.46M
4
KCM
4
Kennedy Capital Management
Missouri
$2.09M
5
ACH
5
ArrowMark Colorado Holdings
Colorado
$5.79M
Name Market Value Shares Shares
Change 		Shares
Change %
JA
1
JVL Advisors
Texas
$19.7M 4,089,848 – –
AR
2
Advisory Research
Illinois
$15.5M 3,213,080 +322,097 +11%
RRAM
3
River Road Asset Management
Kentucky
$12M 2,503,780 -58,999 -2%
ACH
4
ArrowMark Colorado Holdings
Colorado
$5.79M 1,204,112 -110,038 -8%
TAM
5
THB Asset Management
Connecticut
$5.08M 1,055,263 -23,054 -2%
FAM
6
Fenimore Asset Management
New York
$4.59M 954,155 -105,782 -10%
BIT
7
BlackRock Institutional Trust
California
$4.56M 947,784 +51,088 +6%
NCM
8
Nantahala Capital Management
Connecticut
$4.46M 927,784 -115,001 -11%
Vanguard Group
9
Vanguard Group
Pennsylvania
$3.83M 797,199 +14,876 +2%
BFA
10
BlackRock Fund Advisors
California
$3.18M 660,450 +18,602 +3%
Renaissance Technologies
11
Renaissance Technologies
New York
$2.71M 563,800 +41,500 +8%
BA
12
Bard Associates
Illinois
$2.17M 451,925 -16,100 -3%
KCM
13
Kennedy Capital Management
Missouri
$2.09M 434,750 -110,362 -20%
Ameriprise
14
Ameriprise
Minnesota
$2.09M 433,719 – –
RJA
15
Raymond James & Associates
Florida
$1.73M 359,820 -30,684 -8%
WA
16
WealthTrust Axiom
Pennsylvania
$1.69M 351,271 +56,927 +19%
Northern Trust
17
Northern Trust
Illinois
$1.48M 306,951 +22,392 +8%
Morgan Stanley
18
Morgan Stanley
New York
$1.43M 297,644 +76,143 +34%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$1.42M 295,100 -5,118 -2%
State Street
20
State Street
Massachusetts
$1.26M 262,746 +21,873 +9%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$1.17M 242,903 -100,233 -29%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$1.03M 213,473 +26,398 +14%
MC
23
Menta Capital
California
$1.01M 209,766 +8,460 +4%
BCM
24
Bridgeway Capital Management
Texas
$1M 208,723 +59,500 +40%
FP
25
Foundry Partners
Minnesota
$879K 182,715 +82,885 +83%
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