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Evolution Petroleum
EPM

77 hedge funds and large institutions have $106M invested in Evolution Petroleum in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 23 increasing their positions, 28 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $356K | Put options by funds: $204K

38% more capital invested

Capital invested by funds: $76.6M → $106M (+$29.4M)

0% more funds holding

Funds holding: 77 → 77 (0)

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

3.95% less ownership

Funds ownership: 67.74% → 63.79% (-3.9%)

18% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 28

Holders
77
Holders Change
–
Holders Change %
0%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
23
Reduced
28
Closed
16
Calls
$356K
Puts
$204K
Net Calls
+$152K
Net Calls Change
+$235K

Top Buyers

1
WA
Wasatch Advisors
Utah
+$5.98M
2
Millennium Management
Millennium Management
New York
+$2.19M
3
GPGA
Grandeur Peak Global Advisors
Utah
+$1.75M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.75M
5
WA
WealthTrust Axiom
Pennsylvania
+$841K

Top Sellers

1
BlackRock
BlackRock
New York
-$6.44M
2
AR
Advisory Research
Illinois
-$4.33M
3
ACH
ArrowMark Colorado Holdings
Colorado
-$2.21M
4
State Street
State Street
Massachusetts
-$1.69M
5
Renaissance Technologies
Renaissance Technologies
New York
-$1.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
MAFM
51
Mid Atlantic Financial Management
Pennsylvania
$109K – – –
HS
52
HighVista Strategies
Massachusetts
$98K – – –
LP
53
LMR Partners
United Kingdom
$90K +$71.5K +18,197 New
DRZID
54
DePrince Race & Zollo Inc (DRZ)
Florida
$74K +$19.7K +5,000 +50%
OQS
55
Occudo Quantitative Strategies
Florida
$74K +$59K +15,013 New
WC
56
Woodstock Corp
Massachusetts
$72K – – –
RJA
57
Raymond James & Associates
Florida
$69K +$54.6K +13,893 New
ECM
58
ExodusPoint Capital Management
New York
$64K +$50.3K +12,808 New
Barclays
59
Barclays
United Kingdom
$58K -$56K -14,261 -55%
SSA
60
Schonfeld Strategic Advisors
New York
$58K +$45.6K +11,600 New
Victory Capital Management
61
Victory Capital Management
Texas
$49K – – –
Simplex Trading
62
Simplex Trading
Illinois
$38K +$7.3K +1,858 +32%
AP
63
Atwood & Palmer
Missouri
$25K – – –
UBS Group
64
UBS Group
Switzerland
$20K -$8.86K -2,254 -36%
TRCT
65
Tower Research Capital (TRC)
New York
$12K -$18.2K -4,626 -65%
EI
66
Ellevest Inc
New York
$12K -$2.75K -701 -22%
TWA
67
TCI Wealth Advisors
Arizona
$10K +$2.48K +630 +48%
GWM
68
Geneos Wealth Management
Colorado
$8K – – –
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$6K -$680 -173 -12%
LWCFA
70
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6K +$4.47K +1,138 New
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$5K – – –
Osaic Holdings
72
Osaic Holdings
Arizona
$4K +$197 +50 +6%
BNP Paribas Financial Markets
73
BNP Paribas Financial Markets
France
$2.63K -$54.8K -13,954 -96%
Wells Fargo
74
Wells Fargo
California
$2K -$69.2K -17,617 -98%
New York State Common Retirement Fund
75
New York State Common Retirement Fund
New York
$1K -$87.5K -22,254 -99%
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EPM Hedge Fund Activity: Q2 2021 in Review

77 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Evolution Petroleum (EPM) for Q2 2021, worth a combined $106M — up 38% from $76.6M a quarter earlier.

Fund positioning in EPM was balanced in Q2 2021: 16 funds opened new positions, 16 closed out, 23 added to existing stakes and 28 trimmed.

The largest buyer was Wasatch Advisors, opening a new position worth an estimated $5.98M. The largest seller was BlackRock, cutting an estimated $6.44M.

  • 77 institutional investors held Evolution Petroleum (EPM) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $106M of Evolution Petroleum stock for Q2 2021, up 38% quarter-over-quarter.
  • 16 funds opened new Evolution Petroleum positions in Q2 2021 and 16 closed out, a net change of 0 holders.
  • The largest Evolution Petroleum buyer in Q2 2021 was Wasatch Advisors, an estimated $5.98M added.
  • The largest Evolution Petroleum seller in Q2 2021 was BlackRock, an estimated $6.44M sold.

Based on aggregated 13F filings for Q2 2021.