Evolution Petroleum
EPM
87 hedge funds and large institutions have $149M invested in Evolution Petroleum in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 6 closing their positions.
267% more call options, than puts
Call options by funds: $649K | Put options by funds: $177K
200% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 6
39% more capital invested
Capital invested by funds: $107M → $149M (+$41.6M)
22% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 23
16% more funds holding
Funds holding: 75 → 87 (+12)
1.52% more ownership
Funds ownership: 63.1% → 64.62% (+1.5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| 1 |
Acadian Asset Management
Boston,
Massachusetts
|
+$2.37M |
| 2 |
FA
Friess Associates
Greenville,
Delaware
|
+$2.35M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$1.74M |
| 4 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$1.4M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$1.31M |
Top Sellers
EPM Hedge Fund Activity: Q1 2022 in Review
87 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Evolution Petroleum (EPM) for Q1 2022, worth a combined $149M — up 39% from $107M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new EPM positions and 6 closed out — a net gain of 12 holders — while 28 added to existing stakes and 23 trimmed.
The largest buyer was Acadian Asset Management, adding an estimated $2.37M. The largest seller was Fidelity Investments, cutting an estimated $5.87M.
- 87 institutional investors held Evolution Petroleum (EPM) as of Q1 2022, up from 75 in Q4 2021.
- Funds reported $149M of Evolution Petroleum stock for Q1 2022, up 39% quarter-over-quarter.
- 18 funds opened new Evolution Petroleum positions in Q1 2022 and 6 closed out, a net change of +12 holders.
- The largest Evolution Petroleum buyer in Q1 2022 was Acadian Asset Management, an estimated $2.37M added.
- The largest Evolution Petroleum seller in Q1 2022 was Fidelity Investments, an estimated $5.87M sold.
Based on aggregated 13F filings for Q1 2022.