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Evolution Petroleum
EPM

120 hedge funds and large institutions have $164M invested in Evolution Petroleum in 2019 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

308% more call options, than puts

Call options by funds: $363K | Put options by funds: $89K

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

2.95% more ownership

Funds ownership: 70.37% → 73.32% (+2.9%)

3% more funds holding

Funds holding: 117 → 120 (+3)

5% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 39

3% more capital invested

Capital invested by funds: $159M → $164M (+$5.11M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
120
Holders Change
+3
Holders Change %
+2.56%
% of All Funds
2.6%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
41
Reduced
39
Closed
13
Calls
$363K
Puts
$89K
Net Calls
+$274K
Net Calls Change
-$448K

Top Buyers

Rank Fund Capital Flow
1
FP
Foundry Partners
Minnesota
+$3.29M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$1.38M
3
TCIM
TIAA CREF Investment Management
New York
+$1.15M
4
TA
Teachers Advisors
New York
+$1.05M
5
Wells Fargo
Wells Fargo
California
+$999K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.45M
2
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
-$1.15M
3
OCG
Opus Capital Group
Ohio
-$1.07M
4
AIM
Alambic Investment Management
California
-$927K
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$787K
Name Holding Trade Value Shares
Change 		Change in
Stake
TA
26
Teachers Advisors
New York
$1.38M +$1.05M +144,000 +240%
DCM
27
Dupont Capital Management
Delaware
$1.29M – – –
Man Group
28
Man Group
United Kingdom
$1.28M +$206K +28,352 +17%
PPA
29
Parametric Portfolio Associates
Washington
$1.26M +$121K +16,620 +10%
KTA
30
Keeley-Teton Advisors
Illinois
$1.24M +$252K +34,644 +23%
Bank of America
31
Bank of America
North Carolina
$1.1M +$156K +21,433 +15%
Two Sigma Investments
32
Two Sigma Investments
New York
$1.1M +$110K +15,062 +10%
Arrowstreet Capital
33
Arrowstreet Capital
Massachusetts
$1.08M +$65.2K +8,961 +6%
BA
34
Bard Associates
Illinois
$1.04M -$3.64K -500 -0.3%
CIC
35
Cornercap Investment Counsel
Georgia
$1M +$686K +94,190 +172%
Goldman Sachs
36
Goldman Sachs
New York
$950K +$71.5K +9,826 +8%
Two Sigma Advisers
37
Two Sigma Advisers
New York
$940K +$87.4K +12,000 +9%
Morgan Stanley
38
Morgan Stanley
New York
$880K -$1.45M -198,852 -60%
American Century Companies
39
American Century Companies
Missouri
$837K -$257K -35,297 -22%
OCG
40
Opus Capital Group
Ohio
$792K -$1.07M -146,596 -56%
Victory Capital Management
41
Victory Capital Management
Texas
$752K +$88K +12,081 +12%
WCM
42
Wedge Capital Management
North Carolina
$726K +$153K +21,075 +24%
JP Morgan Chase
43
JP Morgan Chase
New York
$677K +$294K +40,433 +67%
AMI
44
Amica Mutual Insurance
Rhode Island
$677K +$730K +100,272 New
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$667K – – –
Prudential Financial
46
Prudential Financial
New Jersey
$659K +$21.6K +2,962 +3%
Millennium Management
47
Millennium Management
New York
$646K +$337K +46,346 +94%
PAM
48
Panagora Asset Management
Massachusetts
$628K -$27K -3,712 -4%
BPM
49
Bowling Portfolio Management
Ohio
$581K -$1.11K -152 -0.2%
Grantham, Mayo, Van Otterloo & Co (GMO)
50
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$551K +$594K +81,600 New
1
2
3 4 5

EPM Hedge Fund Activity: Q1 2019 in Review

120 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Evolution Petroleum (EPM) for Q1 2019, worth a combined $164M — up 3.2% from $159M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new EPM positions and 13 closed out — a net gain of 3 holders — while 41 added to existing stakes and 39 trimmed.

The largest buyer was Foundry Partners, opening a new position worth an estimated $3.29M. The largest seller was Morgan Stanley, cutting an estimated $1.45M.

  • 120 institutional investors held Evolution Petroleum (EPM) as of Q1 2019, up from 117 in Q4 2018.
  • Funds reported $164M of Evolution Petroleum stock for Q1 2019, up 3.2% quarter-over-quarter.
  • 16 funds opened new Evolution Petroleum positions in Q1 2019 and 13 closed out, a net change of +3 holders.
  • The largest Evolution Petroleum buyer in Q1 2019 was Foundry Partners, an estimated $3.29M added.
  • The largest Evolution Petroleum seller in Q1 2019 was Morgan Stanley, an estimated $1.45M sold.

Based on aggregated 13F filings for Q1 2019.