Evolution Petroleum Corp (NYSE MKT LLC:EPM)

Data as of Sep 16
 +0.11 / +1.09%
Today’s Change
Today|||52-Week Range
Institutional investors purchased a net $835.8 thousand shares of EPM during the quarter ended June 2014. This may signal that the smart money is gaining interest in this company as the 70.62% of shares outstanding that institutional investors hold is actually below the Oil & Gas Production industry average.
Other institutional50.24%
Individual stakeholders42.32%
Mutual fund holders20.38%

Largest Quarterly Institutional

Latest Institutional Activity

6/30/2014FIDELITY MANAGEMENT & RESEARCH C...  Bought 328.9 Thousand shares of Evolution Petroleum Corp
6/30/2014REINHART PARTNERS, INC.  Bought 325.6 Thousand shares of Evolution Petroleum Corp
6/30/2014NANTAHALA CAPITAL MANAGEMENT LLC  Bought 315.6 Thousand shares of Evolution Petroleum Corp

Top 10 Owners of Evolution Petroleum Corp

Total value ($)Shares
bought / sold
JVL Advisors LLC10.40%3,392,27634,024,52800.00%
River Road Asset Management LLC5.60%1,826,83218,323,125-143,681-7.29%
Wellington Management Co. LLP5.31%1,730,61717,358,089+35,900+2.12%
Neuberger Berman LLC4.49%1,465,05014,694,452-27,500-1.84%
Thomson, Horstmann & Bryant, Inc.3.14%1,024,42110,274,943-51,180-4.76%
Brandywine Global Investment Mana...2.82%920,7629,235,243+283,241+44.43%
Peninsula Capital Management, Inc...2.76%900,0009,027,000-92,153-9.29%
Kennedy Capital Management, Inc.2.48%808,6018,110,268+229,795+39.70%
Lazard Asset Management LLC2.42%787,9007,902,637+188,650+31.48%
Nantahala Capital Management LLC2.19%713,2137,153,526+315,633+79.39%

Top 10 Mutual Funds Holding Evolution Petroleum Corp

Mutual fundStakeShares
Total value ($)Shares
bought / sold
Neuberger Berman Genesis Fund3.33%1,085,95010,892,079-5,900-0.54%
ASTON/River Road Small Cap Value ...1.91%623,4836,253,53400.00%
Columbia Variable - Partners Smal...1.74%566,7535,684,53300.00%
British Columbia Inv Management C...1.30%422,4164,236,832+169,616+67.09%
FAM Value Fund0.88%285,6462,865,02900.00%
iShares Russell 2000 ETF0.86%278,7632,795,993+1,122+0.40%
Vanguard Total Stock Market Index...0.77%250,8742,516,266+9,639+4.00%
Vanguard Extended Market Index Fu...0.54%176,4651,769,944+900+0.51%
Fidelity Select Energy Portfolio0.50%162,6431,631,30900.00%
Berwyn Fund0.47%152,8561,533,146-118,000-43.57%

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