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Evolution Petroleum
EPM

Overview Fund Activity

94 hedge funds and large institutions have $65.8M invested in Evolution Petroleum in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 35 reducing their positions, and 19 closing their positions.

Holders
94
Holders Change
-9
Holders Change %
-8.74%
% of All Funds
2.08%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
32
Reduced
35
Closed
19
Calls
$62K
Puts
$10K
Net Calls
+$52K
Net Calls Change
+$82K

Top Buyers

1
ACH
1
ArrowMark Colorado Holdings
Colorado
$6.67M
2
PPA
2
Parametric Portfolio Associates
Washington
$1.29M
3
RRAM
3
River Road Asset Management
Kentucky
$3.54M
4
AMI
4
Amica Mutual Insurance
Rhode Island
$1.58M
5
NSIM
5
North Star Investment Management
Illinois
$254K

Top Sellers

1
CIC
1
Cornercap Investment Counsel
Georgia
$0
2
KTA
2
Keeley-Teton Advisors
Illinois
$1.69M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$6.25M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$250K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$9.14M 3,500,795 -47,553 -1%
ACH
2
ArrowMark Colorado Holdings
Colorado
$6.67M 2,556,132 +1,128,219 +79%
Renaissance Technologies
3
Renaissance Technologies
New York
$6.25M 2,393,172 -201,800 -8%
AR
4
Advisory Research
Illinois
$3.95M 1,512,161 -74,405 -5%
JA
5
JVL Advisors
Texas
$3.85M 1,473,222 -20,000 -1%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$3.56M 1,363,966 +11,660 +0.9%
RRAM
7
River Road Asset Management
Kentucky
$3.54M 1,357,889 +124,130 +10%
Vanguard Group
8
Vanguard Group
Pennsylvania
$3.22M 1,231,908 -33,619 -3%
WA
9
WealthTrust Axiom
Pennsylvania
$2.75M 1,051,886 +89,877 +9%
KTA
10
Keeley-Teton Advisors
Illinois
$1.69M 647,466 -290,866 -31%
AMI
11
Amica Mutual Insurance
Rhode Island
$1.58M 603,541 +105,057 +21%
FP
12
Foundry Partners
Minnesota
$1.51M 579,040 -6,975 -1%
PAIM
13
Punch & Associates Investment Management
Minnesota
$1.5M 576,170 – –
State Street
14
State Street
Massachusetts
$1.39M 532,997 +11,842 +2%
PPA
15
Parametric Portfolio Associates
Washington
$1.29M 495,400 +226,150 +84%
Northern Trust
16
Northern Trust
Illinois
$1.11M 424,457 +28,079 +7%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$1.1M 422,576 -7,549 -2%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$1.01M 388,411 +21,555 +6%
Morgan Stanley
19
Morgan Stanley
New York
$818K 313,765 +2,713 +0.9%
D.E. Shaw & Co
20
D.E. Shaw & Co
New York
$805K 308,442 -22,929 -7%
Nuveen Asset Management
21
Nuveen Asset Management
Illinois
$793K 303,979 -84,145 -22%
Bank of America
22
Bank of America
North Carolina
$519K 199,014 +64,545 +48%
Invesco
23
Invesco
Georgia
$455K 174,356 +60,110 +53%
Grantham, Mayo, Van Otterloo & Co (GMO)
24
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$449K 172,000 +300 +0.2%
Charles Schwab
25
Charles Schwab
California
$432K 165,320 -68,337 -29%
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