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Evolution Petroleum
EPM

Overview Fund Activity

86 hedge funds and large institutions have $149M invested in Evolution Petroleum in 2016 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 24 reducing their positions, and 7 closing their positions.

Holders
86
Holders Change
+10
Holders Change %
+13.16%
% of All Funds
2.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
22
Reduced
24
Closed
7
Calls
$7K
Puts
–
Net Calls
+$7K
Net Calls Change
+$9K

Top Buyers

1
ACH
1
ArrowMark Colorado Holdings
Colorado
$12.4M
2
PAIM
2
Punch & Associates Investment Management
Minnesota
$1.57M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$4.74M
4
RA
4
Raffles Associates
New York
$840K
5
WA
5
WealthTrust Axiom
Pennsylvania
$4.4M

Top Sellers

1
TAM
1
THB Asset Management
Connecticut
$4.89M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$0
3
BIT
3
BlackRock Institutional Trust
California
$4.44M
4
RRAM
4
River Road Asset Management
Kentucky
$14M
5
Ameriprise
5
Ameriprise
Minnesota
$2.04M
Name Market Value Shares Shares
Change 		Shares
Change %
JA
1
JVL Advisors
Texas
$24.4M 3,888,707 – –
AR
2
Advisory Research
Illinois
$22M 3,499,848 – –
RRAM
3
River Road Asset Management
Kentucky
$14M 2,236,311 -110,014 -5%
ACH
4
ArrowMark Colorado Holdings
Colorado
$12.4M 1,976,449 +514,706 +35%
NCM
5
Nantahala Capital Management
Connecticut
$5.67M 903,282 – –
Vanguard Group
6
Vanguard Group
Pennsylvania
$5.48M 871,969 +8,627 +1%
FAM
7
Fenimore Asset Management
New York
$5.47M 870,290 – –
TAM
8
THB Asset Management
Connecticut
$4.89M 778,472 -267,500 -26%
Renaissance Technologies
9
Renaissance Technologies
New York
$4.74M 754,500 +109,200 +17%
BIT
10
BlackRock Institutional Trust
California
$4.44M 707,571 -187,538 -21%
WA
11
WealthTrust Axiom
Pennsylvania
$4.4M 700,935 +81,658 +13%
BFA
12
BlackRock Fund Advisors
California
$4.34M 691,771 +57,221 +9%
BA
13
Bard Associates
Illinois
$2.78M 441,925 -5,550 -1%
Ameriprise
14
Ameriprise
Minnesota
$2.04M 324,979 -73,000 -18%
RJA
15
Raymond James & Associates
Florida
$2.02M 321,891 -13,192 -4%
WA
16
Wasatch Advisors
Utah
$1.95M 310,000 +50,000 +19%
Northern Trust
17
Northern Trust
Illinois
$1.92M 306,099 +2,142 +0.7%
State Street
18
State Street
Massachusetts
$1.81M 288,558 +6,616 +2%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$1.74M 276,310 +10,131 +4%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$1.64M 260,280 +19,512 +8%
PAIM
21
Punch & Associates Investment Management
Minnesota
$1.57M 250,000 +250,000 New
BCM
22
Bridgeway Capital Management
Texas
$1.53M 243,723 -15,000 -6%
PPA
23
Parametric Portfolio Associates
Washington
$1.46M 232,224 -411 -0.2%
FP
24
Foundry Partners
Minnesota
$1.43M 227,220 +2,495 +1%
MC
25
Menta Capital
California
$1.33M 212,354 -100 -0%
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