EPM icon

Evolution Petroleum
EPM

Overview Fund Activity

112 hedge funds and large institutions have $144M invested in Evolution Petroleum in 2019 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 44 increasing their positions, 31 reducing their positions, and 12 closing their positions.

Holders
112
Holders Change
-1
Holders Change %
-0.88%
% 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
12
Increased
44
Reduced
31
Closed
12
Calls
$229K
Puts
$6K
Net Calls
+$223K
Net Calls Change
-$112K

Top Buyers

1
RRAM
1
River Road Asset Management
Kentucky
$6.6M
2
AR
2
Advisory Research
Illinois
$8.96M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$14.2M
4
AMI
4
Amica Mutual Insurance
Rhode Island
$2.91M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.23M

Top Sellers

1
JA
1
JVL Advisors
Texas
$8.72M
2
ACM
2
Argent Capital Management
Missouri
$0
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$659K
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$7.51M
5
Victory Capital Management
5
Victory Capital Management
Texas
$31K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$20.7M 3,541,552 +29,487 +0.8%
Renaissance Technologies
2
Renaissance Technologies
New York
$14.2M 2,427,132 +215,644 +10%
AR
3
Advisory Research
Illinois
$8.96M 1,534,264 +318,956 +26%
JA
4
JVL Advisors
Texas
$8.72M 1,493,222 -656,820 -31%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$7.74M 1,325,107 +38,856 +3%
Vanguard Group
6
Vanguard Group
Pennsylvania
$7.51M 1,285,309 -255,950 -17%
ACH
7
ArrowMark Colorado Holdings
Colorado
$7.48M 1,280,825 -10,569 -0.8%
RRAM
8
River Road Asset Management
Kentucky
$6.6M 1,130,630 +351,921 +45%
KTA
9
Keeley-Teton Advisors
Illinois
$4.92M 842,708 +98,713 +13%
WA
10
WealthTrust Axiom
Pennsylvania
$4.49M 768,607 +31,651 +4%
PAIM
11
Punch & Associates Investment Management
Minnesota
$3.22M 552,093 +60,000 +12%
State Street
12
State Street
Massachusetts
$3.11M 531,737 +8,751 +2%
AMI
13
Amica Mutual Insurance
Rhode Island
$2.91M 498,484 +188,644 +61%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$2.89M 493,989 +8,071 +2%
FP
15
Foundry Partners
Minnesota
$2.88M 492,765 -21,950 -4%
Northern Trust
16
Northern Trust
Illinois
$2.35M 402,869 +32,422 +9%
Nuveen Asset Management
17
Nuveen Asset Management
Illinois
$2.33M 399,660 -80,791 -17%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$2.15M 368,682 +13,069 +4%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$1.84M 315,599 +5,048 +2%
PPA
20
Parametric Portfolio Associates
Washington
$1.78M 305,343 +129,755 +74%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$1.7M 291,102 +101,436 +53%
Charles Schwab
22
Charles Schwab
California
$1.67M 286,385 +39,117 +16%
Morgan Stanley
23
Morgan Stanley
New York
$1.23M 211,025 +172,983 +455%
Wells Fargo
24
Wells Fargo
California
$1.22M 208,173 +4,186 +2%
Man Group
25
Man Group
United Kingdom
$987K 168,972 -2,800 -2%
1
2 3 4 5