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Evolution Petroleum
EPM

Overview Fund Activity

99 hedge funds and large institutions have $237M invested in Evolution Petroleum in 2016 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 33 increasing their positions, 30 reducing their positions, and 8 closing their positions.

Holders
99
Holders Change
+13
Holders Change %
+15.12%
% of All Funds
2.48%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
22
Increased
33
Reduced
30
Closed
8
Calls
$761K
Puts
–
Net Calls
+$761K
Net Calls Change
+$754K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$11.6M
2
EI
2
EAM Investors
California
$2.68M
3
ACH
3
ArrowMark Colorado Holdings
Colorado
$22.3M
4
NI
4
Numeric Investors
Massachusetts
$1.83M
5
MCM
5
McKinley Capital Management
Alaska
$1.77M

Top Sellers

1
RRAM
1
River Road Asset Management
Kentucky
$5.87M
2
AR
2
Advisory Research
Illinois
$28.1M
3
NCM
3
Nantahala Capital Management
Connecticut
$6.88M
4
Ameriprise
4
Ameriprise
Minnesota
$1.11M
5
FP
5
Foundry Partners
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JA
1
JVL Advisors
Texas
$38.9M 3,888,707 – –
AR
2
Advisory Research
Illinois
$28.1M 2,813,008 -686,840 -20%
ACH
3
ArrowMark Colorado Holdings
Colorado
$22.3M 2,225,936 +249,487 +13%
Vanguard Group
4
Vanguard Group
Pennsylvania
$11.6M 1,161,504 +289,535 +33%
Renaissance Technologies
5
Renaissance Technologies
New York
$9.13M 913,200 +158,700 +21%
FAM
6
Fenimore Asset Management
New York
$8.34M 834,140 -36,150 -4%
BIT
7
BlackRock Institutional Trust
California
$8.34M 833,733 +126,162 +18%
BFA
8
BlackRock Fund Advisors
California
$8.29M 828,823 +137,052 +20%
TAM
9
THB Asset Management
Connecticut
$7.63M 763,209 -15,263 -2%
NCM
10
Nantahala Capital Management
Connecticut
$6.88M 688,282 -215,000 -24%
WA
11
WealthTrust Axiom
Pennsylvania
$6.71M 671,270 -29,665 -4%
RRAM
12
River Road Asset Management
Kentucky
$5.87M 587,247 -1,649,064 -74%
BA
13
Bard Associates
Illinois
$4.27M 427,175 -14,750 -3%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$3.73M 373,295 +113,015 +43%
State Street
15
State Street
Massachusetts
$3.58M 358,184 +69,626 +24%
Allianz Asset Management
16
Allianz Asset Management
Germany
$3.22M 322,163 +172,669 +116%
Northern Trust
17
Northern Trust
Illinois
$3.17M 317,194 +11,095 +4%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$3M 300,367 +24,057 +9%
RJA
19
Raymond James & Associates
Florida
$2.75M 275,234 -46,657 -14%
EI
20
EAM Investors
California
$2.68M 268,247 +268,247 New
MC
21
Menta Capital
California
$2.44M 244,313 +31,959 +15%
BCM
22
Bridgeway Capital Management
Texas
$2.44M 243,723 – –
Geode Capital Management
23
Geode Capital Management
Massachusetts
$2.4M 239,916 +78,933 +49%
PAIM
24
Punch & Associates Investment Management
Minnesota
$2.35M 235,000 -15,000 -6%
WA
25
Wasatch Advisors
Utah
$2.3M 230,000 -80,000 -26%
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