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Evolution Petroleum
EPM

Overview Fund Activity

101 hedge funds and large institutions have $160M invested in Evolution Petroleum in 2017 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 35 increasing their positions, 33 reducing their positions, and 7 closing their positions.

Holders
101
Holders Change
+2
Holders Change %
+2.02%
% of All Funds
2.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
35
Reduced
33
Closed
7
Calls
$349K
Puts
$321K
Net Calls
+$28K
Net Calls Change
+$148K

Top Buyers

1
KTA
1
Keeley-Teton Advisors
Illinois
$1.51M
2
ACH
2
ArrowMark Colorado Holdings
Colorado
$17.1M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$5.01M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$7.91M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$2.59M

Top Sellers

1
NCM
1
Nantahala Capital Management
Connecticut
$0
2
Russell Investments Group
2
Russell Investments Group
United Kingdom
$608K
3
AL
3
AJO LP
Pennsylvania
$1.35M
4
RJA
4
Raymond James & Associates
Florida
$1.45M
5
CCMH
5
Cornerstone Capital Management Holdings
New York
$209K
Name Market Value Shares Shares
Change 		Shares
Change %
JA
1
JVL Advisors
Texas
$26.2M 3,831,966 -19,753 -0.5%
AR
2
Advisory Research
Illinois
$17.4M 2,536,688 – –
ACH
3
ArrowMark Colorado Holdings
Colorado
$17.1M 2,489,883 +137,459 +6%
BlackRock
4
BlackRock
New York
$15.3M 2,234,568 -38,100 -2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$8.36M 1,220,509 -11,140 -0.9%
Renaissance Technologies
6
Renaissance Technologies
New York
$7.91M 1,155,400 +80,800 +8%
FAM
7
Fenimore Asset Management
New York
$5.64M 822,750 -7,450 -0.9%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$5.01M 731,931 +104,232 +17%
WA
9
WealthTrust Axiom
Pennsylvania
$4.45M 649,355 +11,611 +2%
RRAM
10
River Road Asset Management
Kentucky
$3.34M 487,568 +6,950 +1%
State Street
11
State Street
Massachusetts
$3.06M 446,103 +9,073 +2%
Allianz Asset Management
12
Allianz Asset Management
Germany
$2.68M 391,145 -4,681 -1%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$2.59M 378,250 +75,712 +25%
Northern Trust
14
Northern Trust
Illinois
$2.56M 373,970 +8,432 +2%
PAIM
15
Punch & Associates Investment Management
Minnesota
$2.42M 353,000 +41,138 +13%
AMI
16
Amica Mutual Insurance
Rhode Island
$2.11M 308,057 – –
Geode Capital Management
17
Geode Capital Management
Massachusetts
$1.76M 257,410 +2,300 +0.9%
BCM
18
Bridgeway Capital Management
Texas
$1.67M 243,723 -400 -0.2%
ACM
19
Argent Capital Management
Missouri
$1.64M 214,200 +40,790 +24%
Invesco
20
Invesco
Georgia
$1.58M 231,033 -738 -0.3%
Charles Schwab
21
Charles Schwab
California
$1.56M 227,082 +23,794 +12%
APFBOT
22
Amica Pension Fund Board of Trustees
Rhode Island
$1.56M 227,080 – –
PPA
23
Parametric Portfolio Associates
Washington
$1.54M 225,467 +27,473 +14%
KTA
24
Keeley-Teton Advisors
Illinois
$1.51M 221,012 +221,012 New
RJA
25
Raymond James & Associates
Florida
$1.45M 211,956 -45,461 -18%
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