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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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
87
Holders Change
+12
Holders Change %
+16%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
28
Reduced
23
Closed
6
Calls
$649K
Puts
$177K
Net Calls
+$472K
Net Calls Change
+$242K

Top Buyers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$2.37M
2
FA
Friess Associates
Delaware
+$2.35M
3
Invesco
Invesco
Georgia
+$1.74M
4
WA
Wasatch Advisors
Utah
+$1.4M
5
Marshall Wace
Marshall Wace
United Kingdom
+$1.31M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$5.87M
2
AMI
Amica Mutual Insurance
Rhode Island
-$2.12M
3
NSIM
North Star Investment Management
Illinois
-$1.81M
4
RJA
Raymond James & Associates
Florida
-$515K
5
Millennium Management
Millennium Management
New York
-$359K
Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
76
Copeland Capital Management
Pennsylvania
$32K -$8.17K -1,270 -21%
Osaic Holdings
77
Osaic Holdings
Arizona
$25K +$11.6K +1,800 +97%
MCC
78
Money Concepts Capital
Florida
$14K +$12.9K +2,000 New
TWA
79
TCI Wealth Advisors
Arizona
$13K – – –
GWM
80
Geneos Wealth Management
Colorado
$12K – – –
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$8K -$296 -46 -4%
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$7K – – –
CAM
83
ClariVest Asset Management
California
$5K – – –
Wells Fargo
84
Wells Fargo
California
$3K +$19 +3 +0.7%
EI
85
Ellevest Inc
New York
$1K -$5.13K -798 -80%
APC
86
Aspire Private Capital
North Carolina
$1K – – –
AWE
87
Avidian Wealth Enterprises
Texas
– -$354K -70,000 Closed
VF
88
Virtu Financial
New York
– -$109K -21,620 Closed
EI
89
Ethic Inc
New York
– -$100K -19,898 Closed
Bank of America
90
Bank of America
North Carolina
– -$57.8K -8,981 -100%
TCWM
91
Total Clarity Wealth Management
Illinois
– -$6K -1,200 Closed
UBS Group
92
UBS Group
Switzerland
– -$5K -895 Closed
US Bancorp
93
US Bancorp
Minnesota
– -$1K -250 Closed
1 2 3
4

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.