Evolution Petroleum
EPM
111 hedge funds and large institutions have $229M invested in Evolution Petroleum in 2018 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 45 increasing their positions, 28 reducing their positions, and 10 closing their positions.
243% more call options, than puts
Call options by funds: $546K | Put options by funds: $159K
90% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 10
61% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 28
19% more capital invested
Capital invested by funds: $192M → $229M (+$37.3M)
9% more funds holding
Funds holding: 102 → 111 (+9)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.71% less ownership
Funds ownership: 71.85% → 70.14% (-1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$7.26M |
| 2 |
Renaissance Technologies
New York
|
+$2.72M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.12M |
| 4 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
+$805K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$667K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JA
JVL Advisors
Houston,
Texas
|
-$9.6M |
| 2 |
FAM
Fenimore Asset Management
Cobleskill,
New York
|
-$4.64M |
| 3 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$1.99M |
| 4 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$1.71M |
| 5 |
AWE
Avidian Wealth Enterprises
Houston,
Texas
|
-$1.64M |
EPM Hedge Fund Activity: Q2 2018 in Review
111 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Evolution Petroleum (EPM) for Q2 2018, worth a combined $229M — up 19% from $192M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new EPM positions and 10 closed out — a net gain of 9 holders — while 45 added to existing stakes and 28 trimmed.
The largest buyer was BlackRock, adding an estimated $7.26M. The largest seller was JVL Advisors, cutting an estimated $9.6M.
- 111 institutional investors held Evolution Petroleum (EPM) as of Q2 2018, up from 102 in Q1 2018.
- Funds reported $229M of Evolution Petroleum stock for Q2 2018, up 19% quarter-over-quarter.
- 19 funds opened new Evolution Petroleum positions in Q2 2018 and 10 closed out, a net change of +9 holders.
- The largest Evolution Petroleum buyer in Q2 2018 was BlackRock, an estimated $7.26M added.
- The largest Evolution Petroleum seller in Q2 2018 was JVL Advisors, an estimated $9.6M sold.
Based on aggregated 13F filings for Q2 2018.