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Evolution Petroleum
EPM

80 hedge funds and large institutions have $64.6M invested in Evolution Petroleum in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 30 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more capital invested

Capital invested by funds: $50.4M → $64.6M (+$14.2M)

0.11% more ownership

Funds ownership: 68.27% → 68.38% (+0.11%)

4% less funds holding

Funds holding: 83 → 80 (-3)

13% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 30

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

97% less call options, than puts

Call options by funds: $10K | Put options by funds: $301K

Holders
80
Holders Change
-3
Holders Change %
-3.61%
% of All Funds
1.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
26
Reduced
30
Closed
12
Calls
$10K
Puts
$301K
Net Calls
-$291K
Net Calls Change
+$81K

Top Buyers

Rank Fund Capital Flow
1
AMI
Amica Mutual Insurance
Rhode Island
+$429K
2
CIC
Cornercap Investment Counsel
Georgia
+$426K
3
YAM
Yacktman Asset Management
Texas
+$418K
4
WA
WealthTrust Axiom
Pennsylvania
+$349K
5
NSIM
North Star Investment Management
Illinois
+$340K

Top Sellers

Rank Fund Capital Flow
1
AR
Advisory Research
Illinois
-$356K
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$291K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$289K
4
PPA
Parametric Portfolio Associates
Washington
-$255K
5
SO
STRS Ohio
Ohio
-$201K
Name Holding Trade Value Shares
Change 		Change in
Stake
Squarepoint
51
Squarepoint
New York
$67K +$59.8K +23,603 New
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$64K – – –
MAFM
53
Mid Atlantic Financial Management
Pennsylvania
$63K – – –
Barclays
54
Barclays
United Kingdom
$62K +$13K +5,115 +31%
Deutsche Bank
55
Deutsche Bank
Germany
$57K -$168K -66,430 -77%
HS
56
HighVista Strategies
Massachusetts
$56K – – –
Thrivent Financial for Lutherans
57
Thrivent Financial for Lutherans
Minnesota
$52K – – –
WC
58
Woodstock Corp
Massachusetts
$41K – – –
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$34K +$8.42K +3,326 +42%
EI
60
Ethic Inc
New York
$33K -$25K -9,861 -46%
EGM
61
Engineers Gate Manager
New York
$32K +$2.69K +1,064 +11%
TRCT
62
Tower Research Capital (TRC)
New York
$31K -$58.9K -23,262 -68%
Citigroup
63
Citigroup
New York
$25K +$9.41K +3,716 +73%
BNP Paribas Financial Markets
64
BNP Paribas Financial Markets
France
$22.8K +$2.6K +1,028 +15%
Legal & General Group
65
Legal & General Group
United Kingdom
$16K – – –
AP
66
Atwood & Palmer
Missouri
$14K – – –
EI
67
Ellevest Inc
New York
$9K -$722 -285 -8%
SO
68
STRS Ohio
Ohio
$8K -$201K -79,500 -96%
GWM
69
Geneos Wealth Management
Colorado
$5K – – –
AIP
70
Ameritas Investment Partners
Nebraska
$4K – – –
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$3K – – –
KFI
72
Key Financial Inc
Pennsylvania
$3K +$2.53K +1,000 New
PAM
73
Panagora Asset Management
Massachusetts
$2K -$118K -46,610 -98%
Osaic Holdings
74
Osaic Holdings
Arizona
$2K +$775 +306 +61%
US Bancorp
75
US Bancorp
Minnesota
$1K – – –
1 2
3
4

EPM Hedge Fund Activity: Q4 2020 in Review

80 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Evolution Petroleum (EPM) for Q4 2020, worth a combined $64.6M — up 28% from $50.4M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of EPM and 9 opened new positions — a net loss of 3 holders — while 30 trimmed existing stakes and 26 added.

The largest buyer was Amica Mutual Insurance, adding an estimated $429K. The largest seller was Advisory Research, cutting an estimated $356K.

  • 80 institutional investors held Evolution Petroleum (EPM) as of Q4 2020, down from 83 in Q3 2020.
  • Funds reported $64.6M of Evolution Petroleum stock for Q4 2020, up 28% quarter-over-quarter.
  • 9 funds opened new Evolution Petroleum positions in Q4 2020 and 12 closed out, a net change of -3 holders.
  • The largest Evolution Petroleum buyer in Q4 2020 was Amica Mutual Insurance, an estimated $429K added.
  • The largest Evolution Petroleum seller in Q4 2020 was Advisory Research, an estimated $356K sold.

Based on aggregated 13F filings for Q4 2020.