EPM icon

Evolution Petroleum
EPM

Overview Fund Activity

113 hedge funds and large institutions have $175M invested in Evolution Petroleum in 2019 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 44 increasing their positions, 37 reducing their positions, and 14 closing their positions.

Holders
113
Holders Change
-7
Holders Change %
-5.83%
% of All Funds
2.46%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
44
Reduced
37
Closed
14
Calls
$339K
Puts
$4K
Net Calls
+$335K
Net Calls Change
+$61K

Top Buyers

1
KTA
1
Keeley-Teton Advisors
Illinois
$5.32M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$3.44M
3
AMI
3
Amica Mutual Insurance
Rhode Island
$2.22M
4
BlackRock
4
BlackRock
New York
$25.1M
5
RRAM
5
River Road Asset Management
Kentucky
$5.57M

Top Sellers

1
HIM
1
Hillsdale Investment Management
Ontario, Canada
$0
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$567K
3
American Century Companies
3
American Century Companies
Missouri
$0
4
Invesco
4
Invesco
Georgia
$857K
5
OCG
5
Opus Capital Group
Ohio
$142K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$25.1M 3,512,065 +203,444 +6%
Renaissance Technologies
2
Renaissance Technologies
New York
$15.8M 2,211,488 +121,000 +6%
JA
3
JVL Advisors
Texas
$15.4M 2,150,042 -67,720 -3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$11M 1,541,259 +6,544 +0.4%
ACH
5
ArrowMark Colorado Holdings
Colorado
$9.23M 1,291,394 -42,497 -3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$9.2M 1,286,251 +29,725 +2%
AR
7
Advisory Research
Illinois
$8.69M 1,215,308 – –
RRAM
8
River Road Asset Management
Kentucky
$5.57M 778,709 +161,067 +26%
KTA
9
Keeley-Teton Advisors
Illinois
$5.32M 743,995 +559,843 +304%
WA
10
WealthTrust Axiom
Pennsylvania
$5.27M 736,956 +69,535 +10%
State Street
11
State Street
Massachusetts
$3.74M 522,986 +16,399 +3%
FP
12
Foundry Partners
Minnesota
$3.68M 514,715 +63,075 +14%
PAIM
13
Punch & Associates Investment Management
Minnesota
$3.52M 492,093 – –
Bank of New York Mellon
14
Bank of New York Mellon
New York
$3.47M 485,918 +24,390 +5%
Nuveen Asset Management
15
Nuveen Asset Management
Illinois
$3.44M 480,451 +480,451 New
Allianz Asset Management
16
Allianz Asset Management
Germany
$2.79M 390,342 -8,283 -2%
Northern Trust
17
Northern Trust
Illinois
$2.65M 370,447 -7,995 -2%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$2.54M 355,613 +38,081 +12%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$2.22M 310,551 +26,629 +9%
AMI
20
Amica Mutual Insurance
Rhode Island
$2.22M 309,840 +209,568 +209%
Charles Schwab
21
Charles Schwab
California
$1.77M 247,268 +24,369 +11%
ACM
22
Argent Capital Management
Missouri
$1.7M 237,313 – –
Wells Fargo
23
Wells Fargo
California
$1.46M 203,987 -5,930 -3%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$1.38M 189,666 +89,328 +89%
Goldman Sachs
25
Goldman Sachs
New York
$1.27M 177,874 +37,125 +26%
1
2 3 4 5