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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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
111
Holders Change
+9
Holders Change %
+8.82%
% of All Funds
2.54%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
19
Increased
45
Reduced
28
Closed
10
Calls
$546K
Puts
$159K
Net Calls
+$387K
Net Calls Change
+$387K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$7.26M
2
Renaissance Technologies
Renaissance Technologies
New York
+$2.72M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.12M
4
WCM
Wedge Capital Management
North Carolina
+$805K
5
Bank of America
Bank of America
North Carolina
+$667K

Top Sellers

Rank Fund Capital Flow
1
JA
JVL Advisors
Texas
-$9.6M
2
FAM
Fenimore Asset Management
New York
-$4.64M
3
ACH
ArrowMark Colorado Holdings
Colorado
-$1.99M
4
AL
AJO LP
Pennsylvania
-$1.71M
5
AWE
Avidian Wealth Enterprises
Texas
-$1.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
$10K – – –
BNP Paribas Financial Markets
102
BNP Paribas Financial Markets
France
$8.33K -$37.5K -4,072 -83%
Group One Trading
103
Group One Trading
Illinois
$7K +$6.45K +700 New
KCPG
104
Kavar Capital Partners Group
Kansas
$4K – – –
DA
105
Denali Advisors
California
$4K +$2.2K +239 +184%
PIA
106
Piedmont Investment Advisors
North Carolina
$4K +$4.07K +442 New
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$3K -$764 -83 -19%
Federated Hermes
108
Federated Hermes
Pennsylvania
$3K +$2.5K +272 New
CB
109
Community Bank
New York
$2K – – –
Royal Bank of Canada
110
Royal Bank of Canada
Ontario, Canada
$2K +$1.92K +208 New
SEI Investments
111
SEI Investments
Pennsylvania
$1K +$147 +16 +25%
FAM
112
Fenimore Asset Management
New York
– -$4.64M -576,847 Closed
AL
113
AJO LP
Pennsylvania
– -$1.71M -212,456 Closed
VF
114
Virtu Financial
New York
– -$135K -16,768 Closed
GC
115
Guggenheim Capital
Illinois
– -$119K -14,919 Closed
HH
116
Hilltop Holdings
Texas
– -$115K -14,300 Closed
ZCM
117
Zebra Capital Management
Connecticut
– -$87K -10,786 Closed
CSS
118
Cubist Systematic Strategies
Connecticut
– -$81K -10,072 Closed
GWM
119
Geneos Wealth Management
Colorado
– -$14K -1,800 Closed
RCAG
120
Rehmann Capital Advisory Group
Michigan
– -$1K -111 Closed
AIM
121
Advantage Investment Management
Iowa
– -$1K -100 Closed
1 2 3 4
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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.