We are live on ! Find out more
EPM icon

Evolution Petroleum
EPM

111 hedge funds and large institutions have $229M invested in Evolution Petroleum in 2018 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 45 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more call options, than puts

Call options by funds: $546K | Put options by funds: $159K

90% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 10

61% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 28

19% more capital invested

Capital invested by funds: $192M → $229M (+$37.3M)

9% more funds holding

Funds holding: 102 → 111 (+9)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1.71% less ownership

Funds ownership: 71.85% → 70.14% (-1.7%)

Holders
111
Holders Change
+9
Holders Change %
+8.82%
% of All Funds
2.54%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
19
Increased
45
Reduced
28
Closed
10
Calls
$546K
Puts
$159K
Net Calls
+$387K
Net Calls Change
+$387K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$7.26M
2
Renaissance Technologies
Renaissance Technologies
New York
+$2.72M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.12M
4
WCM
Wedge Capital Management
North Carolina
+$805K
5
Bank of America
Bank of America
North Carolina
+$667K

Top Sellers

Rank Fund Capital Flow
1
JA
JVL Advisors
Texas
-$9.6M
2
FAM
Fenimore Asset Management
New York
-$4.64M
3
ACH
ArrowMark Colorado Holdings
Colorado
-$1.99M
4
AL
AJO LP
Pennsylvania
-$1.71M
5
AWE
Avidian Wealth Enterprises
Texas
-$1.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
BA
26
Bard Associates
Illinois
$1.56M -$66.3K -7,200 -4%
MC
27
Menta Capital
California
$1.41M -$290K -31,520 -18%
Man Group
28
Man Group
United Kingdom
$1.32M -$15.7K -1,700 -1%
OAM
29
Oxford Asset Management
United Kingdom
$1.16M -$273K -29,686 -20%
Russell Investments Group
30
Russell Investments Group
United Kingdom
$1.12M +$537K +58,372 +106%
DCM
31
Dupont Capital Management
Delaware
$1.05M +$95.2K +10,343 +11%
RJA
32
Raymond James & Associates
Florida
$1.05M -$899K -97,650 -48%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$1.01M +$104K +11,247 +12%
CIC
34
Cornercap Investment Counsel
Georgia
$989K -$93.1K -10,110 -9%
LSV Asset Management
35
LSV Asset Management
Illinois
$971K – – –
Bank of America
36
Bank of America
North Carolina
$928K +$667K +72,406 +333%
Acadian Asset Management
37
Acadian Asset Management
Massachusetts
$923K +$326K +35,417 +61%
Two Sigma Investments
38
Two Sigma Investments
New York
$894K +$186K +20,247 +29%
Deutsche Bank
39
Deutsche Bank
Germany
$861K +$253K +27,454 +46%
WCM
40
Wedge Capital Management
North Carolina
$861K +$805K +87,429 New
American Century Companies
41
American Century Companies
Missouri
$849K +$405K +44,028 +104%
Two Sigma Advisers
42
Two Sigma Advisers
New York
$846K +$243K +26,400 +44%
PSUF
43
People's United Financial
Connecticut
$808K – – –
AIM
44
Alambic Investment Management
California
$773K +$422K +45,845 +141%
SO
45
STRS Ohio
Ohio
$735K -$21.2K -2,300 -3%
Goldman Sachs
46
Goldman Sachs
New York
$634K +$328K +35,654 +124%
Millennium Management
47
Millennium Management
New York
$599K -$352K -38,212 -39%
FQ
48
First Quadrant
California
$594K +$507K +55,085 +1,059%
Prudential Financial
49
Prudential Financial
New Jersey
$592K +$53.5K +5,812 +11%
Arrowstreet Capital
50
Arrowstreet Capital
Massachusetts
$588K +$550K +59,706 New
1
2
3 4 5

EPM Hedge Fund Activity: Q2 2018 in Review

111 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Evolution Petroleum (EPM) for Q2 2018, worth a combined $229M — up 19% from $192M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new EPM positions and 10 closed out — a net gain of 9 holders — while 45 added to existing stakes and 28 trimmed.

The largest buyer was BlackRock, adding an estimated $7.26M. The largest seller was JVL Advisors, cutting an estimated $9.6M.

  • 111 institutional investors held Evolution Petroleum (EPM) as of Q2 2018, up from 102 in Q1 2018.
  • Funds reported $229M of Evolution Petroleum stock for Q2 2018, up 19% quarter-over-quarter.
  • 19 funds opened new Evolution Petroleum positions in Q2 2018 and 10 closed out, a net change of +9 holders.
  • The largest Evolution Petroleum buyer in Q2 2018 was BlackRock, an estimated $7.26M added.
  • The largest Evolution Petroleum seller in Q2 2018 was JVL Advisors, an estimated $9.6M sold.

Based on aggregated 13F filings for Q2 2018.