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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
B
51
Bailard
California
$581K +$37.8K +4,100 +7%
TCIM
52
TIAA CREF Investment Management
New York
$542K -$53.5K -5,812 -10%
TA
53
Teachers Advisors
New York
$531K -$6.37K -692 -1%
ARMT
54
Amica Retiree Medical Trust
Rhode Island
$522K – – –
PP
55
PDT Partners
New York
$488K +$456K +49,530 New
Squarepoint
56
Squarepoint
New York
$435K +$194K +21,076 +91%
JP Morgan Chase
57
JP Morgan Chase
New York
$390K +$308K +33,411 +540%
PAM
58
Panagora Asset Management
Massachusetts
$386K +$203K +22,093 +129%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$384K +$3.84K +417 +1%
Wells Fargo
60
Wells Fargo
California
$383K -$7.34K -797 -2%
CI
61
Cigna Investments
Connecticut
$363K +$340K +36,885 New
CIS
62
Connors Investor Services
Pennsylvania
$361K -$27.6K -3,000 -8%
CEP
63
Chicago Equity Partners
Illinois
$264K – – –
SRAM
64
Stone Ridge Asset Management
New York
$244K – – –
Manulife (Manufacturers Life Insurance)
65
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$236K +$16.3K +1,769 +8%
RhumbLine Advisers
66
RhumbLine Advisers
Massachusetts
$235K +$15.8K +1,720 +8%
AllianceBernstein
67
AllianceBernstein
Tennessee
$233K +$48.8K +5,300 +29%
New York State Common Retirement Fund
68
New York State Common Retirement Fund
New York
$222K – – –
AQR Capital Management
69
AQR Capital Management
Connecticut
$207K +$194K +21,043 New
AG
70
Aperio Group
California
$205K +$191K +20,766 New
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$199K +$186K +20,188 New
AWE
72
Avidian Wealth Enterprises
Texas
$197K -$1.64M -177,895 -90%
Citadel Advisors
73
Citadel Advisors
Florida
$182K +$171K +18,528 New
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$176K +$1.67K +181 +1%
SIM
75
Spark Investment Management
New York
$172K +$161K +17,502 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.