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Evolution Petroleum
EPM

Overview Fund Activity

103 hedge funds and large institutions have $137M invested in Evolution Petroleum in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 37 increasing their positions, 33 reducing their positions, and 20 closing their positions.

Holders
103
Holders Change
-9
Holders Change %
-8.04%
% of All Funds
2.03%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
37
Reduced
33
Closed
20
Calls
$214K
Puts
$244K
Net Calls
-$30K
Net Calls Change
-$253K

Top Buyers

1
WA
1
WealthTrust Axiom
Pennsylvania
$5.26M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$14.2M
3
ACH
3
ArrowMark Colorado Holdings
Colorado
$7.81M
4
RRAM
4
River Road Asset Management
Kentucky
$6.75M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.7M

Top Sellers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$0
2
DCM
2
Driehaus Capital Management
Illinois
$0
3
WG
3
Winton Group
United Kingdom
$367K
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$2.35M
5
Charles Schwab
5
Charles Schwab
California
$1.28M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$19.4M 3,548,348 +6,796 +0.2%
Renaissance Technologies
2
Renaissance Technologies
New York
$14.2M 2,594,972 +167,840 +7%
AR
3
Advisory Research
Illinois
$8.68M 1,586,566 +52,302 +3%
JA
4
JVL Advisors
Texas
$8.17M 1,493,222 – –
ACH
5
ArrowMark Colorado Holdings
Colorado
$7.81M 1,427,913 +147,088 +11%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$7.4M 1,352,306 +27,199 +2%
Vanguard Group
7
Vanguard Group
Pennsylvania
$6.92M 1,265,527 -19,782 -2%
RRAM
8
River Road Asset Management
Kentucky
$6.75M 1,233,759 +103,129 +9%
WA
9
WealthTrust Axiom
Pennsylvania
$5.26M 962,009 +193,402 +25%
KTA
10
Keeley-Teton Advisors
Illinois
$5.13M 938,332 +95,624 +11%
FP
11
Foundry Partners
Minnesota
$3.21M 586,015 +93,250 +19%
PAIM
12
Punch & Associates Investment Management
Minnesota
$3.15M 576,170 +24,077 +4%
State Street
13
State Street
Massachusetts
$2.85M 521,155 -10,582 -2%
AMI
14
Amica Mutual Insurance
Rhode Island
$2.73M 498,484 – –
Bank of New York Mellon
15
Bank of New York Mellon
New York
$2.35M 430,125 -63,864 -13%
Northern Trust
16
Northern Trust
Illinois
$2.17M 396,378 -6,491 -2%
Nuveen Asset Management
17
Nuveen Asset Management
Illinois
$2.12M 388,124 -11,536 -3%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$2.01M 366,856 -1,826 -0.5%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$1.81M 331,371 +15,772 +5%
Morgan Stanley
20
Morgan Stanley
New York
$1.7M 311,052 +100,027 +47%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$1.51M 276,140 -14,962 -5%
PPA
22
Parametric Portfolio Associates
Washington
$1.47M 269,250 -36,093 -12%
Charles Schwab
23
Charles Schwab
California
$1.28M 233,657 -52,728 -18%
Wells Fargo
24
Wells Fargo
California
$1.14M 208,948 +775 +0.4%
CIC
25
Cornercap Investment Counsel
Georgia
$1.05M 191,138 +44,498 +30%
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