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Evolution Petroleum
EPM

Overview Fund Activity

79 hedge funds and large institutions have $113M invested in Evolution Petroleum in 2016 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 25 reducing their positions, and 14 closing their positions.

Holders
79
Holders Change
-7
Holders Change %
-8.14%
% of All Funds
2.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
31
Reduced
25
Closed
14
Calls
$103K
Puts
–
Net Calls
+$103K
Net Calls Change
-$72K

Top Buyers

1
AR
1
Advisory Research
Illinois
$17M
2
WA
2
WealthTrust Axiom
Pennsylvania
$2.64M
3
PPA
3
Parametric Portfolio Associates
Washington
$1.11M
4
NCM
4
Nantahala Capital Management
Connecticut
$5.04M
5
GPGA
5
Grandeur Peak Global Advisors
Utah
$1.17M

Top Sellers

1
KCM
1
Kennedy Capital Management
Missouri
$0
2
JA
2
JVL Advisors
Texas
$18.9M
3
FAM
3
Fenimore Asset Management
New York
$4.23M
4
DC
4
Deere & Company
Illinois
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$1.17M
Name Market Value Shares Shares
Change 		Shares
Change %
JA
1
JVL Advisors
Texas
$18.9M 3,888,707 -201,141 -5%
AR
2
Advisory Research
Illinois
$17M 3,499,848 +286,768 +9%
RRAM
3
River Road Asset Management
Kentucky
$12.5M 2,574,526 +70,746 +3%
ACH
4
ArrowMark Colorado Holdings
Colorado
$6.05M 1,245,257 +41,145 +3%
NCM
5
Nantahala Capital Management
Connecticut
$5.04M 1,036,786 +109,002 +12%
TAM
6
THB Asset Management
Connecticut
$4.93M 1,013,844 -41,419 -4%
BIT
7
BlackRock Institutional Trust
California
$4.55M 936,192 -11,592 -1%
FAM
8
Fenimore Asset Management
New York
$4.23M 870,925 -83,230 -9%
Vanguard Group
9
Vanguard Group
Pennsylvania
$3.96M 813,849 +16,650 +2%
BFA
10
BlackRock Fund Advisors
California
$3.14M 646,789 -13,661 -2%
Renaissance Technologies
11
Renaissance Technologies
New York
$2.94M 604,700 +40,900 +7%
WA
12
WealthTrust Axiom
Pennsylvania
$2.64M 542,488 +191,217 +54%
BA
13
Bard Associates
Illinois
$2.19M 449,725 -2,200 -0.5%
Ameriprise
14
Ameriprise
Minnesota
$2.1M 432,979 -740 -0.2%
RJA
15
Raymond James & Associates
Florida
$1.68M 345,285 -14,535 -4%
Northern Trust
16
Northern Trust
Illinois
$1.51M 310,509 +3,558 +1%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$1.43M 295,100 – –
State Street
18
State Street
Massachusetts
$1.36M 279,333 +16,587 +6%
BCM
19
Bridgeway Capital Management
Texas
$1.26M 258,723 +50,000 +24%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$1.18M 242,728 -175 -0.1%
GPGA
21
Grandeur Peak Global Advisors
Utah
$1.17M 240,675 +102,375 +74%
Morgan Stanley
22
Morgan Stanley
New York
$1.17M 240,052 -57,592 -19%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$1.13M 233,195 +19,722 +9%
PPA
24
Parametric Portfolio Associates
Washington
$1.11M 229,168 +169,799 +286%
FP
25
Foundry Partners
Minnesota
$1.09M 224,025 +41,310 +23%
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