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Evolution Petroleum
EPM

Overview Fund Activity

99 hedge funds and large institutions have $168M invested in Evolution Petroleum in 2017 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 30 reducing their positions, and 9 closing their positions.

Holders
99
Holders Change
–
Holders Change %
0%
% 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
10
Increased
31
Reduced
30
Closed
9
Calls
$229K
Puts
$349K
Net Calls
-$120K
Net Calls Change
-$102K

Top Buyers

1
AMI
1
Amica Mutual Insurance
Rhode Island
$2.22M
2
APFBOT
2
Amica Pension Fund Board of Trustees
Rhode Island
$1.64M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$4.52M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$7.74M
5
AR
5
Advisory Research
Illinois
$18.3M

Top Sellers

1
NCM
1
Nantahala Capital Management
Connecticut
$940K
2
MCM
2
McKinley Capital Management
Alaska
$0
3
BA
3
Bard Associates
Illinois
$1.54M
4
HIM
4
Hillsdale Investment Management
Ontario, Canada
$0
5
ACH
5
ArrowMark Colorado Holdings
Colorado
$16.9M
Name Market Value Shares Shares
Change 		Shares
Change %
JA
1
JVL Advisors
Texas
$27.7M 3,851,719 – –
AR
2
Advisory Research
Illinois
$18.3M 2,536,688 +84,630 +3%
ACH
3
ArrowMark Colorado Holdings
Colorado
$16.9M 2,352,424 -106,213 -4%
BlackRock
4
BlackRock
New York
$16.4M 2,272,668 +54,877 +2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$8.87M 1,231,649 -845 -0.1%
Renaissance Technologies
6
Renaissance Technologies
New York
$7.74M 1,074,600 +87,800 +9%
FAM
7
Fenimore Asset Management
New York
$5.98M 830,200 – –
WA
8
WealthTrust Axiom
Pennsylvania
$4.59M 637,744 -5,839 -0.9%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$4.52M 627,699 +106,018 +20%
RRAM
10
River Road Asset Management
Kentucky
$3.46M 480,618 – –
State Street
11
State Street
Massachusetts
$3.15M 437,030 -716 -0.2%
Allianz Asset Management
12
Allianz Asset Management
Germany
$2.85M 395,826 +82,213 +26%
Northern Trust
13
Northern Trust
Illinois
$2.63M 365,538 -14,968 -4%
PAIM
14
Punch & Associates Investment Management
Minnesota
$2.25M 311,862 +13,862 +5%
AMI
15
Amica Mutual Insurance
Rhode Island
$2.22M 308,057 +164,097 +114%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$2.18M 302,538 -5,433 -2%
RJA
17
Raymond James & Associates
Florida
$1.85M 257,417 -12,370 -5%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$1.84M 255,110 +1,024 +0.4%
AL
19
AJO LP
Pennsylvania
$1.81M 251,663 -14,696 -6%
BCM
20
Bridgeway Capital Management
Texas
$1.76M 244,123 – –
Invesco
21
Invesco
Georgia
$1.67M 231,771 -2,137 -0.9%
APFBOT
22
Amica Pension Fund Board of Trustees
Rhode Island
$1.64M 227,080 +121,385 +115%
BA
23
Bard Associates
Illinois
$1.54M 214,471 -191,797 -47%
AWE
24
Avidian Wealth Enterprises
Texas
$1.5M 207,895 -7,000 -3%
Charles Schwab
25
Charles Schwab
California
$1.46M 203,288 +5,935 +3%
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