EPM icon

Evolution Petroleum
EPM

Overview Fund Activity

98 hedge funds and large institutions have $189M invested in Evolution Petroleum in 2017 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 37 reducing their positions, and 8 closing their positions.

Holders
98
Holders Change
-1
Holders Change %
-1.01%
% of All Funds
2.44%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
13
Increased
34
Reduced
37
Closed
8
Calls
$446K
Puts
$286K
Net Calls
+$160K
Net Calls Change
-$601K

Top Buyers

1
BlackRock
1
BlackRock
New York
$16M
2
AWE
2
Avidian Wealth Enterprises
Texas
$1.77M
3
HIM
3
Hillsdale Investment Management
Ontario, Canada
$966K
4
PSUF
4
People's United Financial
Connecticut
$963K
5
ACM
5
Argent Capital Management
Missouri
$1.5M

Top Sellers

1
EI
1
EAM Investors
California
$0
2
TAM
2
THB Asset Management
Connecticut
$5.03M
3
NCM
3
Nantahala Capital Management
Connecticut
$4.51M
4
AR
4
Advisory Research
Illinois
$21.7M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$988K
Name Market Value Shares Shares
Change 		Shares
Change %
JA
1
JVL Advisors
Texas
$30.8M 3,851,719 -36,988 -1%
AR
2
Advisory Research
Illinois
$21.7M 2,711,537 -101,471 -4%
ACH
3
ArrowMark Colorado Holdings
Colorado
$17.6M 2,195,553 -30,383 -1%
BlackRock
4
BlackRock
New York
$16M 2,000,337 +1,997,472 +69,720%
Vanguard Group
5
Vanguard Group
Pennsylvania
$9.5M 1,187,925 +26,421 +2%
Renaissance Technologies
6
Renaissance Technologies
New York
$7.26M 907,800 -5,400 -0.6%
FAM
7
Fenimore Asset Management
New York
$6.65M 830,900 -3,240 -0.4%
WA
8
WealthTrust Axiom
Pennsylvania
$5.29M 661,522 -9,748 -1%
TAM
9
THB Asset Management
Connecticut
$5.03M 628,879 -134,330 -18%
RRAM
10
River Road Asset Management
Kentucky
$4.72M 589,987 +2,740 +0.5%
NCM
11
Nantahala Capital Management
Connecticut
$4.51M 563,171 -125,111 -18%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$3.23M 404,301 +31,006 +8%
BA
13
Bard Associates
Illinois
$3.23M 403,443 -23,732 -6%
State Street
14
State Street
Massachusetts
$3M 374,538 +16,354 +5%
Allianz Asset Management
15
Allianz Asset Management
Germany
$2.61M 326,033 +3,870 +1%
Northern Trust
16
Northern Trust
Illinois
$2.57M 321,542 +4,348 +1%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$2.44M 304,514 +4,147 +1%
RJA
18
Raymond James & Associates
Florida
$2.18M 271,956 -3,278 -1%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$2.07M 259,056 +19,140 +8%
PAIM
20
Punch & Associates Investment Management
Minnesota
$2M 250,000 +15,000 +6%
BCM
21
Bridgeway Capital Management
Texas
$1.95M 244,123 +400 +0.2%
NI
22
Numeric Investors
Massachusetts
$1.87M 234,099 +51,061 +28%
PPA
23
Parametric Portfolio Associates
Washington
$1.81M 226,399 -1,873 -0.8%
AWE
24
Avidian Wealth Enterprises
Texas
$1.77M 220,895 +220,895 New
Invesco
25
Invesco
Georgia
$1.73M 216,451 +19,568 +10%
1
2 3 4 5