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Evolution Petroleum
EPM

Overview Fund Activity

77 hedge funds and large institutions have $76.6M invested in Evolution Petroleum in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 26 reducing their positions, and 12 closing their positions.

Holders
77
Holders Change
-3
Holders Change %
-3.75%
% of All Funds
1.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
28
Reduced
26
Closed
12
Calls
$118K
Puts
$201K
Net Calls
-$83K
Net Calls Change
+$208K

Top Buyers

1
AMI
1
Amica Mutual Insurance
Rhode Island
$3.75M
2
BlackRock
2
BlackRock
New York
$13.1M
3
ACH
3
ArrowMark Colorado Holdings
Colorado
$8.76M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$8.37M
5
WA
5
WealthTrust Axiom
Pennsylvania
$4.18M

Top Sellers

1
CIC
1
Cornercap Investment Counsel
Georgia
$0
2
ZCM
2
Zebra Capital Management
Connecticut
$0
3
Bank of America
3
Bank of America
North Carolina
$336K
4
Man Group
4
Man Group
United Kingdom
$82K
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$784K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$13.1M 3,888,934 +139,337 +4%
ACH
2
ArrowMark Colorado Holdings
Colorado
$8.76M 2,592,001 +120,758 +5%
Renaissance Technologies
3
Renaissance Technologies
New York
$8.37M 2,477,522 +114,350 +5%
RRAM
4
River Road Asset Management
Kentucky
$4.78M 1,414,458 +45,000 +3%
AR
5
Advisory Research
Illinois
$4.35M 1,287,081 -59,724 -4%
WA
6
WealthTrust Axiom
Pennsylvania
$4.18M 1,236,272 +108,495 +10%
Vanguard Group
7
Vanguard Group
Pennsylvania
$4.17M 1,234,356 +18,379 +2%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$3.92M 1,158,673 -11,607 -1%
AMI
9
Amica Mutual Insurance
Rhode Island
$3.75M 1,109,019 +336,047 +43%
NSIM
10
North Star Investment Management
Illinois
$3.3M 976,775 +82,000 +9%
FP
11
Foundry Partners
Minnesota
$1.82M 539,328 -24,640 -4%
State Street
12
State Street
Massachusetts
$1.74M 515,758 +298 +0.1%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$1.38M 408,797 +2,600 +0.6%
Northern Trust
14
Northern Trust
Illinois
$1.07M 316,889 -34,616 -10%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.04M 307,842 +10,304 +3%
PPA
16
Parametric Portfolio Associates
Washington
$862K 255,176 -78,086 -23%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$784K 232,116 -79,004 -25%
BA
18
Bard Associates
Illinois
$699K 206,923 +51,535 +33%
Nuveen Asset Management
19
Nuveen Asset Management
Illinois
$597K 176,732 +50,478 +40%
ARMT
20
Amica Retiree Medical Trust
Rhode Island
$591K 174,722 +52,996 +44%
ACA
21
Aptus Capital Advisors
Alabama
$575K 170,258 +85,915 +102%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$563K 166,863 +3,660 +2%
YAM
23
Yacktman Asset Management
Texas
$558K 165,000 – –
PCM
24
Perritt Capital Management
Illinois
$545K 161,300 +64,800 +67%
BCM
25
Bridgeway Capital Management
Texas
$524K 154,900 – –
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