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Evolution Petroleum
EPM

Overview Fund Activity

111 hedge funds and large institutions have $229M invested in Evolution Petroleum in 2018 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 45 increasing their positions, 28 reducing their positions, and 10 closing their positions.

Holders
111
Holders Change
+9
Holders Change %
+8.82%
% of All Funds
2.54%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
19
Increased
45
Reduced
28
Closed
10
Calls
$546K
Puts
$159K
Net Calls
+$387K
Net Calls Change
+$387K

Top Buyers

1
BlackRock
1
BlackRock
New York
$29.8M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$15.5M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$9.18M
4
WCM
4
Wedge Capital Management
North Carolina
$861K
5
Bank of America
5
Bank of America
North Carolina
$928K

Top Sellers

1
JA
1
JVL Advisors
Texas
$25.7M
2
FAM
2
Fenimore Asset Management
New York
$0
3
ACH
3
ArrowMark Colorado Holdings
Colorado
$22.7M
4
AWE
4
Avidian Wealth Enterprises
Texas
$197K
5
AL
5
AJO LP
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$29.8M 3,025,330 +788,088 +35%
JA
2
JVL Advisors
Texas
$25.7M 2,608,033 -1,042,101 -29%
AR
3
Advisory Research
Illinois
$24.7M 2,512,398 -24,290 -1%
ACH
4
ArrowMark Colorado Holdings
Colorado
$22.7M 2,309,481 -215,822 -9%
Renaissance Technologies
5
Renaissance Technologies
New York
$15.5M 1,576,300 +295,100 +23%
Vanguard Group
6
Vanguard Group
Pennsylvania
$12.8M 1,294,690 +67,155 +5%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$9.18M 932,363 +121,866 +15%
WA
8
WealthTrust Axiom
Pennsylvania
$6.03M 611,761 -45,989 -7%
RRAM
9
River Road Asset Management
Kentucky
$4.87M 494,245 +5,357 +1%
State Street
10
State Street
Massachusetts
$4.56M 462,733 +7,479 +2%
AMI
11
Amica Mutual Insurance
Rhode Island
$3.88M 394,031 – –
Bank of New York Mellon
12
Bank of New York Mellon
New York
$3.87M 393,255 +11,934 +3%
Allianz Asset Management
13
Allianz Asset Management
Germany
$3.81M 386,262 +6,107 +2%
Northern Trust
14
Northern Trust
Illinois
$3.62M 367,464 +9,679 +3%
APFBOT
15
Amica Pension Fund Board of Trustees
Rhode Island
$3.35M 339,933 – –
Geode Capital Management
16
Geode Capital Management
Massachusetts
$2.65M 269,043 +12,080 +5%
PAIM
17
Punch & Associates Investment Management
Minnesota
$2.63M 267,000 -86,000 -24%
BCM
18
Bridgeway Capital Management
Texas
$2.4M 243,723 – –
Invesco
19
Invesco
Georgia
$2.2M 222,806 +2,483 +1%
Morgan Stanley
20
Morgan Stanley
New York
$2.17M 220,387 +58,045 +36%
PPA
21
Parametric Portfolio Associates
Washington
$2.1M 213,068 -29,949 -12%
Charles Schwab
22
Charles Schwab
California
$2.02M 205,297 -25,880 -11%
ACM
23
Argent Capital Management
Missouri
$1.89M 192,283 -85,744 -31%
KTA
24
Keeley-Teton Advisors
Illinois
$1.76M 178,660 -60,548 -25%
HIM
25
Hillsdale Investment Management
Ontario, Canada
$1.69M 171,100 +1,700 +1%
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