EPM icon

Evolution Petroleum
EPM

Overview Fund Activity

117 hedge funds and large institutions have $159M invested in Evolution Petroleum in 2018 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 55 increasing their positions, 32 reducing their positions, and 17 closing their positions.

Holders
117
Holders Change
-2
Holders Change %
-1.68%
% of All Funds
2.61%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
15
Increased
55
Reduced
32
Closed
17
Calls
$811K
Puts
$89K
Net Calls
+$722K
Net Calls Change
+$240K

Top Buyers

1
BlackRock
1
BlackRock
New York
$22.6M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$13.5M
3
TCIM
3
TIAA CREF Investment Management
New York
$2.16M
4
PAIM
4
Punch & Associates Investment Management
Minnesota
$2.67M
5
AIM
5
Alambic Investment Management
California
$1.13M

Top Sellers

1
AR
1
Advisory Research
Illinois
$8.29M
2
AMI
2
Amica Mutual Insurance
Rhode Island
$0
3
APFBOT
3
Amica Pension Fund Board of Trustees
Rhode Island
$0
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$37K
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$408K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$22.6M 3,310,261 +249,829 +8%
JA
2
JVL Advisors
Texas
$15.1M 2,221,134 -89,369 -4%
Renaissance Technologies
3
Renaissance Technologies
New York
$13.5M 1,974,688 +192,600 +11%
Vanguard Group
4
Vanguard Group
Pennsylvania
$10M 1,470,150 +81,935 +6%
ACH
5
ArrowMark Colorado Holdings
Colorado
$8.9M 1,305,264 -96,483 -7%
AR
6
Advisory Research
Illinois
$8.29M 1,215,308 -942,105 -44%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$7.79M 1,142,562 +71,861 +7%
WA
8
WealthTrust Axiom
Pennsylvania
$4.34M 636,649 +48,081 +8%
RRAM
9
River Road Asset Management
Kentucky
$4.06M 594,752 +100,397 +20%
State Street
10
State Street
Massachusetts
$3.75M 550,151 -8,341 -1%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$3.02M 443,073 +46,326 +12%
Allianz Asset Management
12
Allianz Asset Management
Germany
$2.76M 405,129 -22,837 -5%
PAIM
13
Punch & Associates Investment Management
Minnesota
$2.67M 391,457 +109,957 +39%
Northern Trust
14
Northern Trust
Illinois
$2.61M 383,047 +17,626 +5%
Morgan Stanley
15
Morgan Stanley
New York
$2.25M 329,160 +57,390 +21%
TCIM
16
TIAA CREF Investment Management
New York
$2.16M 316,572 +113,268 +56%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$1.99M 291,904 +28,095 +11%
AQR Capital Management
18
AQR Capital Management
Connecticut
$1.89M 277,119 -33,629 -11%
OCG
19
Opus Capital Group
Ohio
$1.8M 263,950 +7,901 +3%
BCM
20
Bridgeway Capital Management
Texas
$1.58M 231,723 -12,000 -5%
Invesco
21
Invesco
Georgia
$1.54M 225,994 -5,220 -2%
HIM
22
Hillsdale Investment Management
Ontario, Canada
$1.5M 219,700 +60,000 +38%
DCM
23
Dupont Capital Management
Delaware
$1.3M 190,992 +55,774 +41%
ACM
24
Argent Capital Management
Missouri
$1.27M 185,788 -42,745 -19%
PPA
25
Parametric Portfolio Associates
Washington
$1.16M 169,689 +11,948 +8%
1
2 3 4 5