Evolution Petroleum
EPM
102 hedge funds and large institutions have $192M invested in Evolution Petroleum in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 30 reducing their positions, and 11 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
27% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 11
20% more capital invested
Capital invested by funds: $160M → $192M (+$31.7M)
17% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 30
1% more funds holding
Funds holding: 101 → 102 (+1)
0.57% more ownership
Funds ownership: 71.28% → 71.85% (+0.57%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
+$1.31M |
| 2 |
Renaissance Technologies
New York
|
+$975K |
| 3 |
APFBOT
Amica Pension Fund Board of Trustees
Providence,
Rhode Island
|
+$875K |
| 4 |
DCM
Dupont Capital Management
Wilmington,
Delaware
|
+$750K |
| 5 |
AMI
Amica Mutual Insurance
Providence,
Rhode Island
|
+$666K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAM
Fenimore Asset Management
Cobleskill,
New York
|
-$1.91M |
| 2 |
JA
JVL Advisors
Houston,
Texas
|
-$1.41M |
| 3 |
RA
Raffles Associates
New York
|
-$847K |
| 4 |
HH
Hilltop Holdings
Dallas,
Texas
|
-$485K |
| 5 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$425K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RCAG
101
Rehmann Capital Advisory Group
Lansing,
Michigan
| $1K | +$860 | +111 | New |
|
|
DA
102
Denali Advisors
San Diego,
California
| $1K | +$1.01K | +130 | New |
|
|
RA
103
Raffles Associates
New York
| – | -$847K | -123,700 | Closed |
|
|
SI
104
Stephens Inc
Little Rock,
Arkansas
| – | -$425K | -62,100 | Closed |
|
|
SIM
105
Spark Investment Management
New York
| – | -$171K | -25,100 | Closed |
|
|
PG
106
PEAK6 Group
Chicago,
Illinois
| – | -$105K | -15,298 | Closed |
|
|
PP
107
PDT Partners
New York
| – | -$71K | -10,300 | Closed |
|
108
Group One Trading
Chicago,
Illinois
| – | -$65.9K | -8,500 | Closed |
|
109
Parallax Volatility Advisers
San Francisco,
California
| – | -$28K | -4,032 | Closed |
|
|
TRCT
110
Tower Research Capital (TRC)
New York
| – | -$17K | -2,429 | Closed |
|
|
DCM
111
Delpha Capital Management
New York
| – | -$2K | -353 | Closed |
|
|
MA
112
MUFG Americas
New York
| – | -$2K | -350 | Closed |
|
EPM Hedge Fund Activity: Q1 2018 in Review
102 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Evolution Petroleum (EPM) for Q1 2018, worth a combined $192M — up 20% from $160M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new EPM positions and 11 closed out — a net gain of 3 holders — while 35 added to existing stakes and 30 trimmed.
The largest buyer was Hillsdale Investment Management, opening a new position worth an estimated $1.31M. The largest seller was Fenimore Asset Management, cutting an estimated $1.91M.
- 102 institutional investors held Evolution Petroleum (EPM) as of Q1 2018, up from 101 in Q4 2017.
- Funds reported $192M of Evolution Petroleum stock for Q1 2018, up 20% quarter-over-quarter.
- 14 funds opened new Evolution Petroleum positions in Q1 2018 and 11 closed out, a net change of +3 holders.
- The largest Evolution Petroleum buyer in Q1 2018 was Hillsdale Investment Management, an estimated $1.31M added.
- The largest Evolution Petroleum seller in Q1 2018 was Fenimore Asset Management, an estimated $1.91M sold.
Based on aggregated 13F filings for Q1 2018.