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Evolution Petroleum
EPM

113 hedge funds and large institutions have $175M invested in Evolution Petroleum in 2019 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 44 increasing their positions, 37 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

8,375% more call options, than puts

Call options by funds: $339K | Put options by funds: $4K

19% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 37

7% more capital invested

Capital invested by funds: $164M → $175M (+$10.8M)

0.45% more ownership

Funds ownership: 73.32% → 73.77% (+0.45%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6% less funds holding

Funds holding: 120 → 113 (-7)

36% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 14

Holders
113
Holders Change
-7
Holders Change %
-5.83%
% of All Funds
2.45%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
44
Reduced
37
Closed
14
Calls
$339K
Puts
$4K
Net Calls
+$335K
Net Calls Change
+$61K

Top Buyers

Rank Fund Capital Flow
1
KTA
Keeley-Teton Advisors
Illinois
+$3.78M
2
N
Nuveen
North Carolina
+$3.24M
3
AMI
Amica Mutual Insurance
Rhode Island
+$1.41M
4
BlackRock
BlackRock
New York
+$1.37M
5
RRAM
River Road Asset Management
Kentucky
+$1.09M

Top Sellers

Rank Fund Capital Flow
1
HIM
Hillsdale Investment Management
Ontario, Canada
-$1.47M
2
AQR Capital Management
AQR Capital Management
Connecticut
-$862K
3
American Century Companies
American Century Companies
Missouri
-$837K
4
OCG
Opus Capital Group
Ohio
-$658K
5
Invesco
Invesco
Georgia
-$658K
Name Holding Trade Value Shares
Change 		Change in
Stake
PPA
26
Parametric Portfolio Associates
Washington
$1.25M -$72.4K -10,721 -6%
Man Group
27
Man Group
United Kingdom
$1.23M -$126K -18,600 -10%
BA
28
Bard Associates
Illinois
$1.13M +$23K +3,400 +2%
BCM
29
Bridgeway Capital Management
Texas
$1.12M -$506K -75,000 -32%
CIC
30
Cornercap Investment Counsel
Georgia
$1.06M -$1.86K -275 -0.2%
Bank of America
31
Bank of America
North Carolina
$1.04M -$116K -17,220 -11%
Two Sigma Advisers
32
Two Sigma Advisers
New York
$1.04M +$41.2K +6,100 +4%
DCM
33
Dupont Capital Management
Delaware
$917K -$423K -62,690 -33%
Invesco
34
Invesco
Georgia
$857K -$658K -97,409 -45%
Prudential Financial
35
Prudential Financial
New Jersey
$749K +$47.9K +7,100 +7%
Victory Capital Management
36
Victory Capital Management
Texas
$739K -$54.5K -8,076 -7%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$706K – – –
PAM
38
Panagora Asset Management
Massachusetts
$665K – – –
WCM
39
Wedge Capital Management
North Carolina
$636K -$126K -18,650 -17%
Millennium Management
40
Millennium Management
New York
$588K -$91.3K -13,516 -14%
Grantham, Mayo, Van Otterloo & Co (GMO)
41
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$583K – – –
DCM
42
Driehaus Capital Management
Illinois
$576K +$544K +80,505 New
ARMT
43
Amica Retiree Medical Trust
Rhode Island
$568K +$341K +50,532 +175%
AQR Capital Management
44
AQR Capital Management
Connecticut
$567K -$862K -127,732 -62%
Squarepoint
45
Squarepoint
New York
$543K -$31.3K -4,632 -6%
SO
46
STRS Ohio
Ohio
$541K +$35.8K +5,300 +8%
PCM
47
Perritt Capital Management
Illinois
$541K +$511K +75,660 New
Arrowstreet Capital
48
Arrowstreet Capital
Massachusetts
$525K -$589K -87,309 -54%
Two Sigma Investments
49
Two Sigma Investments
New York
$505K -$622K -92,089 -57%
AWE
50
Avidian Wealth Enterprises
Texas
$500K – – –
1
2
3 4 5

EPM Hedge Fund Activity: Q2 2019 in Review

113 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Evolution Petroleum (EPM) for Q2 2019, worth a combined $175M — up 6.6% from $164M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of EPM and 9 opened new positions — a net loss of 5 holders — while 37 trimmed existing stakes and 44 added.

The largest buyer was Keeley-Teton Advisors, adding an estimated $3.78M. The largest seller was Hillsdale Investment Management, exiting entirely with an estimated $1.47M sold.

  • 113 institutional investors held Evolution Petroleum (EPM) as of Q2 2019, down from 120 in Q1 2019.
  • Funds reported $175M of Evolution Petroleum stock for Q2 2019, up 6.6% quarter-over-quarter.
  • 9 funds opened new Evolution Petroleum positions in Q2 2019 and 14 closed out, a net change of -5 holders.
  • The largest Evolution Petroleum buyer in Q2 2019 was Keeley-Teton Advisors, an estimated $3.78M added.
  • The largest Evolution Petroleum seller in Q2 2019 was Hillsdale Investment Management, an estimated $1.47M sold.

Based on aggregated 13F filings for Q2 2019.