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Evolution Petroleum
EPM

Overview Fund Activity

84 hedge funds and large institutions have $63.7M invested in Evolution Petroleum in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 28 increasing their positions, 31 reducing their positions, and 14 closing their positions.

Holders
84
Holders Change
-10
Holders Change %
-10.64%
% of All Funds
1.73%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
28
Reduced
31
Closed
14
Calls
$1K
Puts
$298K
Net Calls
-$297K
Net Calls Change
-$349K

Top Buyers

1
NSIM
1
North Star Investment Management
Illinois
$2.1M
2
BlackRock
2
BlackRock
New York
$10.2M
3
WG
3
Winton Group
United Kingdom
$578K
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$1M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$384K

Top Sellers

1
KTA
1
Keeley-Teton Advisors
Illinois
$60K
2
PAIM
2
Punch & Associates Investment Management
Minnesota
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$315K
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$370K
5
PPA
5
Parametric Portfolio Associates
Washington
$1.05M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$10.2M 3,656,210 +155,415 +4%
ACH
2
ArrowMark Colorado Holdings
Colorado
$7.15M 2,551,659 -4,473 -0.2%
Renaissance Technologies
3
Renaissance Technologies
New York
$6.68M 2,385,172 -8,000 -0.3%
AR
4
Advisory Research
Illinois
$4.23M 1,512,161 – –
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$3.69M 1,319,061 -44,905 -3%
RRAM
6
River Road Asset Management
Kentucky
$3.58M 1,277,809 -80,080 -6%
Vanguard Group
7
Vanguard Group
Pennsylvania
$3.37M 1,203,731 -28,177 -2%
WA
8
WealthTrust Axiom
Pennsylvania
$2.9M 1,034,040 -17,846 -2%
NSIM
9
North Star Investment Management
Illinois
$2.1M 750,525 +653,275 +672%
AMI
10
Amica Mutual Insurance
Rhode Island
$1.69M 603,541 – –
FP
11
Foundry Partners
Minnesota
$1.67M 596,318 +17,278 +3%
State Street
12
State Street
Massachusetts
$1.53M 546,076 +13,079 +2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$1.18M 422,849 +273 +0.1%
Northern Trust
14
Northern Trust
Illinois
$1.14M 405,250 -19,207 -5%
PPA
15
Parametric Portfolio Associates
Washington
$1.05M 374,781 -120,619 -24%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$1.05M 374,276 -14,135 -4%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$1M 357,865 +49,423 +16%
WG
18
Winton Group
United Kingdom
$578K 206,480 +134,006 +185%
Bank of America
19
Bank of America
North Carolina
$573K 204,707 +5,693 +3%
Invesco
20
Invesco
Georgia
$548K 195,990 +21,634 +12%
Grantham, Mayo, Van Otterloo & Co (GMO)
21
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$475K 169,500 -2,500 -1%
Charles Schwab
22
Charles Schwab
California
$473K 168,773 +3,453 +2%
BCM
23
Bridgeway Capital Management
Texas
$456K 162,723 +41,000 +34%
BA
24
Bard Associates
Illinois
$445K 158,888 -6,000 -4%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$422K 150,725 +13,293 +10%
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