Evolution Petroleum
EPM
108 hedge funds and large institutions have $120M invested in Evolution Petroleum in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 46 increasing their positions, 31 reducing their positions, and 19 closing their positions.
48% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 31
3% more call options, than puts
Call options by funds: $1.33M | Put options by funds: $1.29M
0.92% more ownership
Funds ownership: 60.79% → 61.72% (+0.92%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
6% less funds holding
Funds holding: 115 → 108 (-7)
14% less capital invested
Capital invested by funds: $139M → $120M (-$19.2M)
37% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$4.3M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$987K |
| 3 |
Russell Investments Group
London,
United Kingdom
|
+$907K |
| 4 |
RIM
Ranger Investment Management
Dallas,
Texas
|
+$747K |
| 5 |
Man Group
London,
United Kingdom
|
+$653K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$2.08M |
| 2 |
FP
Foundry Partners
Minneapolis,
Minnesota
|
-$1.93M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
-$1.42M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
-$904K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$870K |
EPM Hedge Fund Activity: Q4 2023 in Review
108 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Evolution Petroleum (EPM) for Q4 2023, worth a combined $120M — down 14% from $139M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of EPM and 12 opened new positions — a net loss of 7 holders — while 31 trimmed existing stakes and 46 added.
The largest buyer was Morgan Stanley, adding an estimated $4.3M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $2.08M sold.
- 108 institutional investors held Evolution Petroleum (EPM) as of Q4 2023, down from 115 in Q3 2023.
- Funds reported $120M of Evolution Petroleum stock for Q4 2023, down 14% quarter-over-quarter.
- 12 funds opened new Evolution Petroleum positions in Q4 2023 and 19 closed out, a net change of -7 holders.
- The largest Evolution Petroleum buyer in Q4 2023 was Morgan Stanley, an estimated $4.3M added.
- The largest Evolution Petroleum seller in Q4 2023 was Arrowstreet Capital, an estimated $2.08M sold.
Based on aggregated 13F filings for Q4 2023.