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Evolution Petroleum
EPM

Overview Fund Activity

83 hedge funds and large institutions have $50.4M invested in Evolution Petroleum in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 34 reducing their positions, and 12 closing their positions.

Holders
83
Holders Change
-1
Holders Change %
-1.19%
% of All Funds
1.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
18
Reduced
34
Closed
12
Calls
$8K
Puts
$380K
Net Calls
-$372K
Net Calls Change
-$75K

Top Buyers

1
ZCM
1
Zebra Capital Management
Connecticut
$404K
2
Deutsche Bank
2
Deutsche Bank
Germany
$194K
3
PPA
3
Parametric Portfolio Associates
Washington
$972K
4
GCP
4
GSA Capital Partners
United Kingdom
$109K
5
BCM
5
Bridgeway Capital Management
Texas
$448K

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$149K
2
AWE
2
Avidian Wealth Enterprises
Texas
$0
3
WG
3
Winton Group
United Kingdom
$306K
4
FP
4
Foundry Partners
Minnesota
$1.19M
5
Invesco
5
Invesco
Georgia
$309K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$8.26M 3,688,110 +31,900 +0.9%
ACH
2
ArrowMark Colorado Holdings
Colorado
$5.59M 2,497,193 -54,466 -2%
Renaissance Technologies
3
Renaissance Technologies
New York
$5.34M 2,382,972 -2,200 -0.1%
AR
4
Advisory Research
Illinois
$3.33M 1,487,477 -24,684 -2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$2.88M 1,284,360 -34,701 -3%
RRAM
6
River Road Asset Management
Kentucky
$2.86M 1,275,778 -2,031 -0.2%
Vanguard Group
7
Vanguard Group
Pennsylvania
$2.7M 1,202,982 -749 -0.1%
WA
8
WealthTrust Axiom
Pennsylvania
$2.22M 989,967 -44,073 -4%
NSIM
9
North Star Investment Management
Illinois
$1.7M 760,700 +10,175 +1%
AMI
10
Amica Mutual Insurance
Rhode Island
$1.35M 603,541 – –
State Street
11
State Street
Massachusetts
$1.23M 546,972 +896 +0.2%
FP
12
Foundry Partners
Minnesota
$1.19M 529,568 -66,750 -11%
PPA
13
Parametric Portfolio Associates
Washington
$972K 433,877 +59,096 +16%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$924K 412,326 -10,523 -2%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$880K 393,115 +18,839 +5%
Northern Trust
16
Northern Trust
Illinois
$807K 360,179 -45,071 -11%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$725K 323,448 -34,417 -10%
Bank of America
18
Bank of America
North Carolina
$451K 201,505 -3,202 -2%
BCM
19
Bridgeway Capital Management
Texas
$448K 200,023 +37,300 +23%
ZCM
20
Zebra Capital Management
Connecticut
$404K 180,523 +180,523 New
BA
21
Bard Associates
Illinois
$359K 160,488 +1,600 +1%
Man Group
22
Man Group
United Kingdom
$353K 157,377 +7,078 +5%
Grantham, Mayo, Van Otterloo & Co (GMO)
23
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$317K 141,700 -27,800 -16%
Invesco
24
Invesco
Georgia
$309K 137,807 -58,183 -30%
WG
25
Winton Group
United Kingdom
$306K 136,738 -69,742 -34%
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