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Evolution Petroleum
EPM

Overview Fund Activity

102 hedge funds and large institutions have $192M invested in Evolution Petroleum in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 30 reducing their positions, and 11 closing their positions.

Holders
102
Holders Change
+1
Holders Change %
+0.99%
% of All Funds
2.34%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
14
Increased
35
Reduced
30
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HIM
1
Hillsdale Investment Management
Ontario, Canada
$1.36M
2
Man Group
2
Man Group
United Kingdom
$1.09M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$10.3M
4
APFBOT
4
Amica Pension Fund Board of Trustees
Rhode Island
$2.74M
5
DCM
5
Dupont Capital Management
Delaware
$779K

Top Sellers

1
FAM
1
Fenimore Asset Management
New York
$4.64M
2
JA
2
JVL Advisors
Texas
$29.4M
3
RA
3
Raffles Associates
New York
$0
4
HH
4
Hilltop Holdings
Texas
$115K
5
SI
5
Stephens Inc
Arkansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JA
1
JVL Advisors
Texas
$29.4M 3,650,134 -181,832 -5%
AR
2
Advisory Research
Illinois
$20.4M 2,536,688 – –
ACH
3
ArrowMark Colorado Holdings
Colorado
$20.3M 2,525,303 +35,420 +1%
BlackRock
4
BlackRock
New York
$18M 2,237,242 +2,674 +0.1%
Renaissance Technologies
5
Renaissance Technologies
New York
$10.3M 1,281,200 +125,800 +11%
Vanguard Group
6
Vanguard Group
Pennsylvania
$9.88M 1,227,535 +7,026 +0.6%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$6.53M 810,497 +78,566 +11%
WA
8
WealthTrust Axiom
Pennsylvania
$5.29M 657,750 +8,395 +1%
FAM
9
Fenimore Asset Management
New York
$4.64M 576,847 -245,903 -30%
RRAM
10
River Road Asset Management
Kentucky
$3.94M 488,888 +1,320 +0.3%
State Street
11
State Street
Massachusetts
$3.67M 455,254 +9,151 +2%
AMI
12
Amica Mutual Insurance
Rhode Island
$3.17M 394,031 +85,974 +28%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$3.07M 381,321 +3,071 +0.8%
Allianz Asset Management
14
Allianz Asset Management
Germany
$3.06M 380,155 -10,990 -3%
Northern Trust
15
Northern Trust
Illinois
$2.88M 357,785 -16,185 -4%
PAIM
16
Punch & Associates Investment Management
Minnesota
$2.84M 353,000 – –
APFBOT
17
Amica Pension Fund Board of Trustees
Rhode Island
$2.74M 339,933 +112,853 +50%
ACM
18
Argent Capital Management
Missouri
$2.24M 278,027 +63,827 +30%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$2.07M 256,963 -447 -0.2%
BCM
20
Bridgeway Capital Management
Texas
$1.96M 243,723 – –
PPA
21
Parametric Portfolio Associates
Washington
$1.96M 243,017 +17,550 +8%
KTA
22
Keeley-Teton Advisors
Illinois
$1.93M 239,208 +18,196 +8%
Charles Schwab
23
Charles Schwab
California
$1.86M 231,177 +4,095 +2%
Invesco
24
Invesco
Georgia
$1.77M 220,323 -10,710 -5%
AL
25
AJO LP
Pennsylvania
$1.71M 212,456 +15,504 +8%
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