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Evolution Petroleum
EPM

Overview Fund Activity

119 hedge funds and large institutions have $259M invested in Evolution Petroleum in 2018 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 46 increasing their positions, 33 reducing their positions, and 9 closing their positions.

Holders
119
Holders Change
+8
Holders Change %
+7.21%
% of All Funds
2.72%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
17
Increased
46
Reduced
33
Closed
9
Calls
$663K
Puts
$181K
Net Calls
+$482K
Net Calls Change
+$95K

Top Buyers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$3.43M
2
OCG
2
Opus Capital Group
Ohio
$2.83M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$19.7M
4
Ohio Public Employees Retirement System (OPERS)
4
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.86M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$2.39M

Top Sellers

1
ACH
1
ArrowMark Colorado Holdings
Colorado
$15.5M
2
AR
2
Advisory Research
Illinois
$23.8M
3
JA
3
JVL Advisors
Texas
$25.5M
4
AMI
4
Amica Mutual Insurance
Rhode Island
$1.73M
5
APFBOT
5
Amica Pension Fund Board of Trustees
Rhode Island
$1.55M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$33.8M 3,060,432 +35,102 +1%
JA
2
JVL Advisors
Texas
$25.5M 2,310,503 -297,530 -11%
AR
3
Advisory Research
Illinois
$23.8M 2,157,413 -354,985 -14%
Renaissance Technologies
4
Renaissance Technologies
New York
$19.7M 1,782,088 +205,788 +13%
ACH
5
ArrowMark Colorado Holdings
Colorado
$15.5M 1,401,747 -907,734 -39%
Vanguard Group
6
Vanguard Group
Pennsylvania
$15.3M 1,388,215 +93,525 +7%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$11.8M 1,070,701 +138,338 +15%
WA
8
WealthTrust Axiom
Pennsylvania
$6.5M 588,568 -23,193 -4%
State Street
9
State Street
Massachusetts
$6.17M 558,492 +95,759 +21%
RRAM
10
River Road Asset Management
Kentucky
$5.46M 494,355 +110 +0%
Allianz Asset Management
11
Allianz Asset Management
Germany
$4.73M 427,966 +41,704 +11%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$4.38M 396,747 +3,492 +0.9%
Northern Trust
13
Northern Trust
Illinois
$4.04M 365,421 -2,043 -0.6%
AQR Capital Management
14
AQR Capital Management
Connecticut
$3.43M 310,748 +289,705 +1,377%
PAIM
15
Punch & Associates Investment Management
Minnesota
$3.11M 281,500 +14,500 +5%
Morgan Stanley
16
Morgan Stanley
New York
$3M 271,770 +51,383 +23%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$2.92M 263,809 -5,234 -2%
OCG
18
Opus Capital Group
Ohio
$2.83M 256,049 +256,049 New
BCM
19
Bridgeway Capital Management
Texas
$2.69M 243,723 – –
Invesco
20
Invesco
Georgia
$2.56M 231,214 +8,408 +4%
ACM
21
Argent Capital Management
Missouri
$2.53M 228,533 +36,250 +19%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$2.39M 215,835 +156,129 +261%
TCIM
23
TIAA CREF Investment Management
New York
$2.25M 203,304 +148,277 +269%
OAM
24
Oxford Asset Management
United Kingdom
$2.03M 184,466 +67,523 +58%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$2M 181,355 +141,754 +358%
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