Evolution Petroleum
EPM
86 hedge funds and large institutions have $149M invested in Evolution Petroleum in 2016 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 24 reducing their positions, and 7 closing their positions.
143% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 7
16% more capital invested
Capital invested by funds: $129M → $149M (+$20.6M)
13% more funds holding
Funds holding: 76 → 86 (+10)
1% more ownership
Funds ownership: 71.52% → 72.51% (+1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$2.94M |
| 2 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$1.43M |
| 3 |
Renaissance Technologies
New York
|
+$625K |
| 4 |
RA
Raffles Associates
New York
|
+$572K |
| 5 |
WA
WealthTrust Axiom
Wayne,
Pennsylvania
|
+$467K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.61M |
| 2 |
TAM
THB Asset Management
Norwalk,
Connecticut
|
-$1.53M |
| 3 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$1.07M |
| 4 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
-$629K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$418K |
EPM Hedge Fund Activity: Q3 2016 in Review
86 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Evolution Petroleum (EPM) for Q3 2016, worth a combined $149M — up 16% from $129M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new EPM positions and 7 closed out — a net gain of 10 holders — while 22 added to existing stakes and 24 trimmed.
The largest buyer was ArrowMark Colorado Holdings, adding an estimated $2.94M. The largest seller was Fidelity Investments, exiting entirely with an estimated $1.61M sold.
- 86 institutional investors held Evolution Petroleum (EPM) as of Q3 2016, up from 76 in Q2 2016.
- Funds reported $149M of Evolution Petroleum stock for Q3 2016, up 16% quarter-over-quarter.
- 17 funds opened new Evolution Petroleum positions in Q3 2016 and 7 closed out, a net change of +10 holders.
- The largest Evolution Petroleum buyer in Q3 2016 was ArrowMark Colorado Holdings, an estimated $2.94M added.
- The largest Evolution Petroleum seller in Q3 2016 was Fidelity Investments, an estimated $1.61M sold.
Based on aggregated 13F filings for Q3 2016.