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Evolution Petroleum
EPM

119 hedge funds and large institutions have $259M invested in Evolution Petroleum in 2018 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 46 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

266% more call options, than puts

Call options by funds: $663K | Put options by funds: $181K

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

39% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 33

13% more capital invested

Capital invested by funds: $229M → $259M (+$29.5M)

7% more funds holding

Funds holding: 111 → 119 (+8)

0.45% more ownership

Funds ownership: 70.14% → 70.59% (+0.45%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
119
Holders Change
+8
Holders Change %
+7.21%
% of All Funds
2.72%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
17
Increased
46
Reduced
33
Closed
9
Calls
$663K
Puts
$181K
Net Calls
+$482K
Net Calls Change
+$95K

Top Buyers

Rank Fund Capital Flow
1
AQR Capital Management
AQR Capital Management
Connecticut
+$3.05M
2
OCG
Opus Capital Group
Ohio
+$2.7M
3
Renaissance Technologies
Renaissance Technologies
New York
+$2.17M
4
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
+$1.77M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.65M

Top Sellers

Rank Fund Capital Flow
1
ACH
ArrowMark Colorado Holdings
Colorado
-$9.57M
2
AR
Advisory Research
Illinois
-$3.74M
3
JA
JVL Advisors
Texas
-$3.14M
4
AMI
Amica Mutual Insurance
Rhode Island
-$2.51M
5
APFBOT
Amica Pension Fund Board of Trustees
Rhode Island
-$2.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ohio Public Employees Retirement System (OPERS)
26
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.86M +$1.77M +168,200 New
Man Group
27
Man Group
United Kingdom
$1.8M +$303K +28,732 +21%
Russell Investments Group
28
Russell Investments Group
United Kingdom
$1.77M +$495K +47,007 +41%
HIM
29
Hillsdale Investment Management
Ontario, Canada
$1.76M -$120K -11,400 -7%
BA
30
Bard Associates
Illinois
$1.75M – – –
PPA
31
Parametric Portfolio Associates
Washington
$1.74M -$583K -55,327 -26%
American Century Companies
32
American Century Companies
Missouri
$1.74M +$747K +70,846 +82%
AMI
33
Amica Mutual Insurance
Rhode Island
$1.73M -$2.51M -237,766 -60%
Charles Schwab
34
Charles Schwab
California
$1.72M -$523K -49,618 -24%
Acadian Asset Management
35
Acadian Asset Management
Massachusetts
$1.59M +$531K +50,438 +54%
APFBOT
36
Amica Pension Fund Board of Trustees
Rhode Island
$1.55M -$2.1M -199,618 -59%
DCM
37
Dupont Capital Management
Delaware
$1.49M +$296K +28,075 +26%
Two Sigma Investments
38
Two Sigma Investments
New York
$1.39M +$370K +35,102 +39%
Bank of America
39
Bank of America
North Carolina
$1.32M +$264K +25,008 +27%
KTA
40
Keeley-Teton Advisors
Illinois
$1.18M -$754K -71,536 -40%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$1.15M +$9.45K +897 +0.9%
Two Sigma Advisers
42
Two Sigma Advisers
New York
$1.08M +$124K +11,800 +14%
Deutsche Bank
43
Deutsche Bank
Germany
$1.05M +$80.2K +7,613 +9%
Goldman Sachs
44
Goldman Sachs
New York
$1.04M +$318K +30,145 +47%
Prudential Financial
45
Prudential Financial
New Jersey
$1.02M +$339K +32,183 +54%
Victory Capital Management
46
Victory Capital Management
Texas
$1.01M +$959K +91,031 New
Millennium Management
47
Millennium Management
New York
$985K +$298K +28,286 +46%
WCM
48
Wedge Capital Management
North Carolina
$956K -$9.76K -926 -1%
PSUF
49
People's United Financial
Connecticut
$907K – – –
OSAM
50
O'Shaughnessy Asset Management
Connecticut
$811K +$634K +60,125 +434%
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EPM Hedge Fund Activity: Q3 2018 in Review

119 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Evolution Petroleum (EPM) for Q3 2018, worth a combined $259M — up 13% from $229M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new EPM positions and 9 closed out — a net gain of 8 holders — while 46 added to existing stakes and 33 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $3.05M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $9.57M.

  • 119 institutional investors held Evolution Petroleum (EPM) as of Q3 2018, up from 111 in Q2 2018.
  • Funds reported $259M of Evolution Petroleum stock for Q3 2018, up 13% quarter-over-quarter.
  • 17 funds opened new Evolution Petroleum positions in Q3 2018 and 9 closed out, a net change of +8 holders.
  • The largest Evolution Petroleum buyer in Q3 2018 was AQR Capital Management, an estimated $3.05M added.
  • The largest Evolution Petroleum seller in Q3 2018 was ArrowMark Colorado Holdings, an estimated $9.57M sold.

Based on aggregated 13F filings for Q3 2018.