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Evolution Petroleum
EPM

99 hedge funds and large institutions have $192M invested in Evolution Petroleum in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 28

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

1% more funds holding

Funds holding: 98 → 99 (+1)

2% more capital invested

Capital invested by funds: $189M → $192M (+$2.89M)

0.17% more ownership

Funds ownership: 71.58% → 71.75% (+0.17%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

8% less call options, than puts

Call options by funds: $194K | Put options by funds: $212K

Holders
99
Holders Change
+1
Holders Change %
+1.02%
% of All Funds
2.47%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
34
Reduced
28
Closed
11
Calls
$194K
Puts
$212K
Net Calls
-$18K
Net Calls Change
-$178K

Top Buyers

1
AL
AJO LP
Pennsylvania
+$2.08M
2
ACH
ArrowMark Colorado Holdings
Colorado
+$2.05M
3
BlackRock
BlackRock
New York
+$1.7M
4
AMI
Amica Mutual Insurance
Rhode Island
+$1.12M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$916K

Top Sellers

1
TAM
THB Asset Management
Connecticut
-$5.03M
2
AR
Advisory Research
Illinois
-$2.02M
3
WA
Wasatch Advisors
Utah
-$1.6M
4
Ameriprise
Ameriprise
Minnesota
-$886K
5
RRAM
River Road Asset Management
Kentucky
-$853K
Name Holding Trade Value Shares
Change 		Change in
Stake
VOYA Investment Management
76
VOYA Investment Management
Georgia
$86K +$83.2K +10,656 New
GC
77
Guggenheim Capital
Illinois
$83K -$164 -21 -0.2%
SIAP
78
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$81K +$46.8K +6,000 +150%
PAM
79
Panagora Asset Management
Massachusetts
$79K – – –
UBS Group
80
UBS Group
Switzerland
$59K +$9.36K +1,199 +20%
Legal & General Group
81
Legal & General Group
United Kingdom
$55K – – –
AP
82
Atwood & Palmer
Missouri
$41K – – –
IA
83
IFP Advisors
Florida
$40K – – –
BNP Paribas Financial Markets
84
BNP Paribas Financial Markets
France
$20K +$18.9K +2,423 +5,155%
Creative Planning
85
Creative Planning
Kansas
$18K – – –
GWM
86
Geneos Wealth Management
Colorado
$14K – – –
AG
87
Advisor Group
Arizona
$11K -$1.46K -187 -12%
AIP
88
Ameritas Investment Partners
Nebraska
$11K – – –
QCG
89
Quadrant Capital Group
Ohio
$10K – – –
Nisa Investment Advisors
90
Nisa Investment Advisors
Missouri
$9K -$36.7K -4,700 -82%
Simplex Trading
91
Simplex Trading
Illinois
$5K -$78.6K -10,074 -94%
MA
92
MUFG Americas
New York
$5K – – –
CB
93
Community Bank
New York
$2K +$1.56K +200 New
Federated Hermes
94
Federated Hermes
Pennsylvania
$2K +$1.69K +217 New
Citigroup
95
Citigroup
New York
$1K -$160K -20,518 -100%
SEI Investments
96
SEI Investments
Pennsylvania
$1K +$492 +63 New
TRCT
97
Tower Research Capital (TRC)
New York
$1K +$780 +100 New
TAM
98
THB Asset Management
Connecticut
– -$5.03M -628,879 Closed
WA
99
Wasatch Advisors
Utah
– -$1.6M -200,000 Closed
Ameriprise
100
Ameriprise
Minnesota
– -$886K -110,779 Closed
1 2 3
4
5

EPM Hedge Fund Activity: Q2 2017 in Review

99 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Evolution Petroleum (EPM) for Q2 2017, worth a combined $192M — up 1.5% from $189M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new EPM positions and 11 closed out — a net gain of 2 holders — while 34 added to existing stakes and 28 trimmed.

The largest buyer was AJO LP, opening a new position worth an estimated $2.08M. The largest seller was THB Asset Management, exiting entirely with an estimated $5.03M sold.

  • 99 institutional investors held Evolution Petroleum (EPM) as of Q2 2017, up from 98 in Q1 2017.
  • Funds reported $192M of Evolution Petroleum stock for Q2 2017, up 1.5% quarter-over-quarter.
  • 13 funds opened new Evolution Petroleum positions in Q2 2017 and 11 closed out, a net change of +2 holders.
  • The largest Evolution Petroleum buyer in Q2 2017 was AJO LP, an estimated $2.08M added.
  • The largest Evolution Petroleum seller in Q2 2017 was THB Asset Management, an estimated $5.03M sold.

Based on aggregated 13F filings for Q2 2017.