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Evolution Petroleum
EPM

102 hedge funds and large institutions have $192M invested in Evolution Petroleum in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

20% more capital invested

Capital invested by funds: $160M → $192M (+$31.7M)

17% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 30

1% more funds holding

Funds holding: 101 → 102 (+1)

0.57% more ownership

Funds ownership: 71.28% → 71.85% (+0.57%)

Holders
102
Holders Change
+1
Holders Change %
+0.99%
% of All Funds
2.34%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
14
Increased
35
Reduced
30
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HIM
Hillsdale Investment Management
Ontario, Canada
+$1.31M
2
Renaissance Technologies
Renaissance Technologies
New York
+$975K
3
APFBOT
Amica Pension Fund Board of Trustees
Rhode Island
+$875K
4
DCM
Dupont Capital Management
Delaware
+$750K
5
AMI
Amica Mutual Insurance
Rhode Island
+$666K

Top Sellers

Rank Fund Capital Flow
1
FAM
Fenimore Asset Management
New York
-$1.91M
2
JA
JVL Advisors
Texas
-$1.41M
3
RA
Raffles Associates
New York
-$847K
4
HH
Hilltop Holdings
Texas
-$485K
5
SI
Stephens Inc
Arkansas
-$425K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
26
Raymond James & Associates
Florida
$1.64M -$59.9K -7,724 -4%
AWE
27
Avidian Wealth Enterprises
Texas
$1.59M -$77.5K -10,000 -5%
MC
28
Menta Capital
California
$1.41M -$102K -13,172 -7%
HIM
29
Hillsdale Investment Management
Ontario, Canada
$1.36M +$1.31M +169,400 New
BA
30
Bard Associates
Illinois
$1.33M -$73.6K -9,500 -5%
Morgan Stanley
31
Morgan Stanley
New York
$1.31M +$89.2K +11,502 +8%
OAM
32
Oxford Asset Management
United Kingdom
$1.18M +$254K +32,762 +29%
Man Group
33
Man Group
United Kingdom
$1.09M +$1.05M +135,788 New
CIC
34
Cornercap Investment Counsel
Georgia
$889K – – –
Millennium Management
35
Millennium Management
New York
$797K +$370K +47,687 +93%
LSV Asset Management
36
LSV Asset Management
Illinois
$794K -$66.7K -8,600 -8%
DCM
37
Dupont Capital Management
Delaware
$779K +$750K +96,800 New
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$738K – – –
PSUF
39
People's United Financial
Connecticut
$661K – – –
SO
40
STRS Ohio
Ohio
$619K – – –
Two Sigma Investments
41
Two Sigma Investments
New York
$568K +$107K +13,784 +24%
TCIM
42
TIAA CREF Investment Management
New York
$490K -$13.2K -1,701 -3%
Deutsche Bank
43
Deutsche Bank
Germany
$480K -$353K -45,521 -43%
Two Sigma Advisers
44
Two Sigma Advisers
New York
$479K +$39.5K +5,100 +9%
Acadian Asset Management
45
Acadian Asset Management
Massachusetts
$469K +$452K +58,257 New
Russell Investments Group
46
Russell Investments Group
United Kingdom
$445K -$240K -30,928 -36%
B
47
Bailard
California
$442K +$426K +54,900 New
TA
48
Teachers Advisors
New York
$440K +$17.9K +2,308 +4%
Prudential Financial
49
Prudential Financial
New Jersey
$436K -$1.52K -196 -0.4%
ARMT
50
Amica Retiree Medical Trust
Rhode Island
$426K +$142K +18,378 +53%
1
2
3 4 5

EPM Hedge Fund Activity: Q1 2018 in Review

102 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Evolution Petroleum (EPM) for Q1 2018, worth a combined $192M — up 20% from $160M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new EPM positions and 11 closed out — a net gain of 3 holders — while 35 added to existing stakes and 30 trimmed.

The largest buyer was Hillsdale Investment Management, opening a new position worth an estimated $1.31M. The largest seller was Fenimore Asset Management, cutting an estimated $1.91M.

  • 102 institutional investors held Evolution Petroleum (EPM) as of Q1 2018, up from 101 in Q4 2017.
  • Funds reported $192M of Evolution Petroleum stock for Q1 2018, up 20% quarter-over-quarter.
  • 14 funds opened new Evolution Petroleum positions in Q1 2018 and 11 closed out, a net change of +3 holders.
  • The largest Evolution Petroleum buyer in Q1 2018 was Hillsdale Investment Management, an estimated $1.31M added.
  • The largest Evolution Petroleum seller in Q1 2018 was Fenimore Asset Management, an estimated $1.91M sold.

Based on aggregated 13F filings for Q1 2018.