Evolution Petroleum
EPM
84 hedge funds and large institutions have $132M invested in Evolution Petroleum in 2015 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 29 reducing their positions, and 8 closing their positions.
831% more call options, than puts
Call options by funds: $121K | Put options by funds: $13K
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
1% more funds holding
Funds holding: 83 → 84 (+1)
0.81% more ownership
Funds ownership: 72.06% → 72.86% (+0.81%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
10% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 29
15% less capital invested
Capital invested by funds: $156M → $132M (-$23.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AR
Advisory Research
Chicago,
Illinois
|
+$4.75M |
| 2 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$1.16M |
| 3 |
NCM
Nantahala Capital Management
New Canaan,
Connecticut
|
+$873K |
| 4 |
FP
Foundry Partners
Minneapolis,
Minnesota
|
+$553K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$494K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
-$4.25M |
| 2 |
CAM
Cortina Asset Management
Milwaukee,
Wisconsin
|
-$1.23M |
| 3 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$753K |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$649K |
| 5 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
-$605K |
EPM Hedge Fund Activity: Q3 2015 in Review
84 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Evolution Petroleum (EPM) for Q3 2015, worth a combined $132M — down 15% from $156M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new EPM positions and 8 closed out — a net gain of 1 holder — while 26 added to existing stakes and 29 trimmed.
The largest buyer was Advisory Research, adding an estimated $4.75M. The largest seller was Lazard Asset Management, exiting entirely with an estimated $4.25M sold.
- 84 institutional investors held Evolution Petroleum (EPM) as of Q3 2015, up from 83 in Q2 2015.
- Funds reported $132M of Evolution Petroleum stock for Q3 2015, down 15% quarter-over-quarter.
- 9 funds opened new Evolution Petroleum positions in Q3 2015 and 8 closed out, a net change of +1 holder.
- The largest Evolution Petroleum buyer in Q3 2015 was Advisory Research, an estimated $4.75M added.
- The largest Evolution Petroleum seller in Q3 2015 was Lazard Asset Management, an estimated $4.25M sold.
Based on aggregated 13F filings for Q3 2015.