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Evolution Petroleum
EPM

Overview Fund Activity

120 hedge funds and large institutions have $164M invested in Evolution Petroleum in 2019 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 39 reducing their positions, and 13 closing their positions.

Holders
120
Holders Change
+3
Holders Change %
+2.56%
% of All Funds
2.6%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
41
Reduced
39
Closed
13
Calls
$363K
Puts
$89K
Net Calls
+$274K
Net Calls Change
-$448K

Top Buyers

1
FP
1
Foundry Partners
Minnesota
$3.05M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$1.92M
3
TCIM
3
TIAA CREF Investment Management
New York
$3.2M
4
TA
4
Teachers Advisors
New York
$1.38M
5
Wells Fargo
5
Wells Fargo
California
$1.42M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$880K
2
Ohio Public Employees Retirement System (OPERS)
2
Ohio Public Employees Retirement System (OPERS)
Ohio
$0
3
OCG
3
Opus Capital Group
Ohio
$792K
4
AIM
4
Alambic Investment Management
California
$257K
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$135K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$22.3M 3,308,621 -1,640 -0%
JA
2
JVL Advisors
Texas
$15M 2,217,762 -3,372 -0.2%
Renaissance Technologies
3
Renaissance Technologies
New York
$14.1M 2,090,488 +115,800 +6%
Vanguard Group
4
Vanguard Group
Pennsylvania
$10.4M 1,534,715 +64,565 +4%
ACH
5
ArrowMark Colorado Holdings
Colorado
$9M 1,333,891 +28,627 +2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$8.48M 1,256,526 +113,964 +10%
AR
7
Advisory Research
Illinois
$8.2M 1,215,308 – –
WA
8
WealthTrust Axiom
Pennsylvania
$4.51M 667,421 +30,772 +5%
RRAM
9
River Road Asset Management
Kentucky
$4.17M 617,642 +22,890 +4%
State Street
10
State Street
Massachusetts
$3.42M 506,587 -43,564 -8%
PAIM
11
Punch & Associates Investment Management
Minnesota
$3.32M 492,093 +100,636 +26%
TCIM
12
TIAA CREF Investment Management
New York
$3.2M 474,024 +157,452 +50%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$3.12M 461,528 +18,455 +4%
FP
14
Foundry Partners
Minnesota
$3.05M 451,640 +451,640 New
Allianz Asset Management
15
Allianz Asset Management
Germany
$2.69M 398,625 -6,504 -2%
Northern Trust
16
Northern Trust
Illinois
$2.55M 378,442 -4,605 -1%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$2.14M 317,532 +25,628 +9%
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$1.92M 283,922 +190,204 +203%
ACM
19
Argent Capital Management
Missouri
$1.6M 237,313 +51,525 +28%
BCM
20
Bridgeway Capital Management
Texas
$1.56M 231,723 – –
Charles Schwab
21
Charles Schwab
California
$1.51M 222,899 +66,684 +43%
HIM
22
Hillsdale Investment Management
Ontario, Canada
$1.47M 217,700 -2,000 -0.9%
Invesco
23
Invesco
Georgia
$1.47M 217,259 -8,735 -4%
Wells Fargo
24
Wells Fargo
California
$1.42M 209,917 +137,241 +189%
AQR Capital Management
25
AQR Capital Management
Connecticut
$1.4M 207,092 -70,027 -25%
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