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.
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
Top Buyers
| 1 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$2.08M |
| 2 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$2.05M |
| 3 |
BlackRock
New York
|
+$1.7M |
| 4 |
AMI
Amica Mutual Insurance
Providence,
Rhode Island
|
+$1.12M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$916K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
JP Morgan Chase
New York
| – | -$264K | -32,995 | Closed |
|
|
SAM
102
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
| – | -$218K | -27,280 | Closed |
|
|
ARTA
103
A.R.T. Advisors
New York
| – | -$178K | -22,367 | Closed |
|
|
MLICM
104
Metropolitan Life Insurance Company (MetLife)
New York
| – | -$163K | -20,319 | Closed |
|
105
Wolverine Trading
Chicago,
Illinois
| – | -$92.5K | -11,856 | Closed |
|
|
AIM
106
Acrospire Investment Management
Chicago,
Illinois
| – | -$61K | -7,658 | Closed |
|
107
Walleye Trading
New York
| – | -$59 | -7,400 | Closed |
|
|
CG
108
Cutler Group
San Francisco,
California
| – | -$41.3K | -5,298 | Closed |
|
109
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$6.05K | -776 | -100% |
|
110
Barclays
London,
United Kingdom
| – | -$734 | -94 | -84% |
|
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.