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Evolution Petroleum
EPM

Overview Fund Activity

99 hedge funds and large institutions have $192M invested in Evolution Petroleum in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 28 reducing their positions, and 11 closing their positions.

Holders
99
Holders Change
+1
Holders Change %
+1.02%
% of All Funds
2.47%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
34
Reduced
28
Closed
11
Calls
$194K
Puts
$212K
Net Calls
-$18K
Net Calls Change
-$178K

Top Buyers

1
AL
1
AJO LP
Pennsylvania
$2.16M
2
ACH
2
ArrowMark Colorado Holdings
Colorado
$19.9M
3
BlackRock
3
BlackRock
New York
$18M
4
AMI
4
Amica Mutual Insurance
Rhode Island
$1.17M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$4.23M

Top Sellers

1
TAM
1
THB Asset Management
Connecticut
$0
2
AR
2
Advisory Research
Illinois
$19.9M
3
WA
3
Wasatch Advisors
Utah
$0
4
Ameriprise
4
Ameriprise
Minnesota
$0
5
RRAM
5
River Road Asset Management
Kentucky
$3.89M
Name Market Value Shares Shares
Change 		Shares
Change %
JA
1
JVL Advisors
Texas
$31.2M 3,851,719 – –
ACH
2
ArrowMark Colorado Holdings
Colorado
$19.9M 2,458,637 +263,084 +12%
AR
3
Advisory Research
Illinois
$19.9M 2,452,058 -259,479 -10%
BlackRock
4
BlackRock
New York
$18M 2,217,791 +217,454 +11%
Vanguard Group
5
Vanguard Group
Pennsylvania
$9.98M 1,232,494 +44,569 +4%
Renaissance Technologies
6
Renaissance Technologies
New York
$7.99M 986,800 +79,000 +9%
FAM
7
Fenimore Asset Management
New York
$6.73M 830,200 -700 -0.1%
WA
8
WealthTrust Axiom
Pennsylvania
$5.21M 643,583 -17,939 -3%
NCM
9
Nantahala Capital Management
Connecticut
$4.56M 563,171 – –
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$4.23M 521,681 +117,380 +29%
RRAM
11
River Road Asset Management
Kentucky
$3.89M 480,618 -109,369 -19%
State Street
12
State Street
Massachusetts
$3.55M 437,746 +63,208 +17%
BA
13
Bard Associates
Illinois
$3.29M 406,268 +2,825 +0.7%
Northern Trust
14
Northern Trust
Illinois
$3.08M 380,506 +58,964 +18%
Allianz Asset Management
15
Allianz Asset Management
Germany
$2.54M 313,613 -12,420 -4%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$2.49M 307,971 +3,457 +1%
PAIM
17
Punch & Associates Investment Management
Minnesota
$2.41M 298,000 +48,000 +19%
RJA
18
Raymond James & Associates
Florida
$2.19M 269,787 -2,169 -0.8%
AL
19
AJO LP
Pennsylvania
$2.16M 266,359 +266,359 New
ACM
20
Argent Capital Management
Missouri
$2.09M 257,860 +70,575 +38%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$2.06M 254,086 -4,970 -2%
BCM
22
Bridgeway Capital Management
Texas
$1.98M 244,123 – –
Invesco
23
Invesco
Georgia
$1.9M 233,908 +17,457 +8%
AWE
24
Avidian Wealth Enterprises
Texas
$1.74M 214,895 -6,000 -3%
MC
25
Menta Capital
California
$1.6M 197,510 -17,967 -8%
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