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Evolution Petroleum
EPM

Overview Fund Activity

80 hedge funds and large institutions have $64.6M invested in Evolution Petroleum in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 30 reducing their positions, and 12 closing their positions.

Holders
80
Holders Change
-3
Holders Change %
-3.61%
% of All Funds
1.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
26
Reduced
30
Closed
12
Calls
$10K
Puts
$301K
Net Calls
-$291K
Net Calls Change
+$81K

Top Buyers

1
CIC
1
Cornercap Investment Counsel
Georgia
$921K
2
AMI
2
Amica Mutual Insurance
Rhode Island
$2.2M
3
YAM
3
Yacktman Asset Management
Texas
$470K
4
WA
4
WealthTrust Axiom
Pennsylvania
$3.21M
5
NSIM
5
North Star Investment Management
Illinois
$2.55M

Top Sellers

1
AR
1
Advisory Research
Illinois
$3.84M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$849K
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$3.34M
4
PPA
4
Parametric Portfolio Associates
Washington
$950K
5
Grantham, Mayo, Van Otterloo & Co (GMO)
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$181K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$10.7M 3,749,597 +61,487 +2%
ACH
2
ArrowMark Colorado Holdings
Colorado
$7.04M 2,471,243 -25,950 -1%
Renaissance Technologies
3
Renaissance Technologies
New York
$6.74M 2,363,172 -19,800 -0.8%
RRAM
4
River Road Asset Management
Kentucky
$3.9M 1,369,458 +93,680 +7%
AR
5
Advisory Research
Illinois
$3.84M 1,346,805 -140,672 -9%
Vanguard Group
6
Vanguard Group
Pennsylvania
$3.47M 1,215,977 +12,995 +1%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$3.34M 1,170,280 -114,080 -9%
WA
8
WealthTrust Axiom
Pennsylvania
$3.21M 1,127,777 +137,810 +14%
NSIM
9
North Star Investment Management
Illinois
$2.55M 894,775 +134,075 +18%
AMI
10
Amica Mutual Insurance
Rhode Island
$2.2M 772,972 +169,431 +28%
FP
11
Foundry Partners
Minnesota
$1.61M 563,968 +34,400 +6%
State Street
12
State Street
Massachusetts
$1.47M 515,460 -31,512 -6%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$1.16M 406,197 +13,082 +3%
Northern Trust
14
Northern Trust
Illinois
$1M 351,505 -8,674 -2%
PPA
15
Parametric Portfolio Associates
Washington
$950K 333,262 -100,615 -23%
CIC
16
Cornercap Investment Counsel
Georgia
$921K 168,299 +168,299 New
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$887K 311,120 -12,328 -4%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$849K 297,538 -114,788 -28%
Bank of America
19
Bank of America
North Carolina
$648K 227,271 +25,766 +13%
ZCM
20
Zebra Capital Management
Connecticut
$490K 171,882 -8,641 -5%
YAM
21
Yacktman Asset Management
Texas
$470K 165,000 +165,000 New
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$466K 163,203 +41,012 +34%
BA
23
Bard Associates
Illinois
$443K 155,388 -5,100 -3%
BCM
24
Bridgeway Capital Management
Texas
$441K 154,900 -45,123 -23%
Man Group
25
Man Group
United Kingdom
$420K 147,394 -9,983 -6%
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