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Evolution Petroleum
EPM

120 hedge funds and large institutions have $164M invested in Evolution Petroleum in 2019 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

308% more call options, than puts

Call options by funds: $363K | Put options by funds: $89K

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

2.95% more ownership

Funds ownership: 70.37% → 73.32% (+2.9%)

3% more funds holding

Funds holding: 117 → 120 (+3)

5% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 39

3% more capital invested

Capital invested by funds: $159M → $164M (+$5.11M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
120
Holders Change
+3
Holders Change %
+2.56%
% of All Funds
2.6%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
41
Reduced
39
Closed
13
Calls
$363K
Puts
$89K
Net Calls
+$274K
Net Calls Change
-$448K

Top Buyers

Rank Fund Capital Flow
1
FP
Foundry Partners
Minnesota
+$3.29M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$1.38M
3
TCIM
TIAA CREF Investment Management
New York
+$1.15M
4
TA
Teachers Advisors
New York
+$1.05M
5
Wells Fargo
Wells Fargo
California
+$999K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.45M
2
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
-$1.15M
3
OCG
Opus Capital Group
Ohio
-$1.07M
4
AIM
Alambic Investment Management
California
-$927K
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$787K
Name Holding Trade Value Shares
Change 		Change in
Stake
PI
101
PEAK6 Investments
Illinois
$33K +$35.5K +4,882 New
Legal & General Group
102
Legal & General Group
United Kingdom
$26K – – –
RA
103
Royce & Associates
New York
$22K +$6.8K +934 +41%
AG
104
Advisor Group
Arizona
$16K -$18.2K -2,499 -52%
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$15K +$3.77K +518 +31%
TRCT
106
Tower Research Capital (TRC)
New York
$13K +$14K +1,924 New
GWM
107
Geneos Wealth Management
Colorado
$12K – – –
Canada Life
108
Canada Life
Manitoba, Canada
$10K +$1.46K +200 +15%
Nisa Investment Advisors
109
Nisa Investment Advisors
Missouri
$9K -$77.2K -10,600 -89%
AIP
110
Ameritas Investment Partners
Nebraska
$9K – – –
QCG
111
Quadrant Capital Group
Ohio
$8K – – –
Northwestern Mutual Wealth Management
112
Northwestern Mutual Wealth Management
Wisconsin
$7K – – –
Group One Trading
113
Group One Trading
Illinois
$3K -$5.1K -700 -64%
DA
114
Denali Advisors
California
$2K -$2.15K -296 -51%
Fidelity Investments
115
Fidelity Investments
Massachusetts
$2K -$7 -1 -0.3%
Royal Bank of Canada
116
Royal Bank of Canada
Ontario, Canada
$2K +$1.68K +230 New
APC
117
Aspire Private Capital
North Carolina
$1K – – –
CB
118
Community Bank
New York
$1K – – –
LPWM
119
Lake Point Wealth Management
Texas
$1K – – –
GT
120
Glenmede Trust
Pennsylvania
$27 – – –
Ohio Public Employees Retirement System (OPERS)
121
Ohio Public Employees Retirement System (OPERS)
Ohio
– -$1.15M -168,200 Closed
CI
122
Cavalier Investments
Georgia
– -$314K -46,000 Closed
PCM
123
Prelude Capital Management
New York
– -$162K -23,732 Closed
Creative Planning
124
Creative Planning
Kansas
– -$141K -20,700 Closed
ARTA
125
A.R.T. Advisors
New York
– -$115K -16,848 Closed
2 3 4
5
6

EPM Hedge Fund Activity: Q1 2019 in Review

120 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Evolution Petroleum (EPM) for Q1 2019, worth a combined $164M — up 3.2% from $159M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new EPM positions and 13 closed out — a net gain of 3 holders — while 41 added to existing stakes and 39 trimmed.

The largest buyer was Foundry Partners, opening a new position worth an estimated $3.29M. The largest seller was Morgan Stanley, cutting an estimated $1.45M.

  • 120 institutional investors held Evolution Petroleum (EPM) as of Q1 2019, up from 117 in Q4 2018.
  • Funds reported $164M of Evolution Petroleum stock for Q1 2019, up 3.2% quarter-over-quarter.
  • 16 funds opened new Evolution Petroleum positions in Q1 2019 and 13 closed out, a net change of +3 holders.
  • The largest Evolution Petroleum buyer in Q1 2019 was Foundry Partners, an estimated $3.29M added.
  • The largest Evolution Petroleum seller in Q1 2019 was Morgan Stanley, an estimated $1.45M sold.

Based on aggregated 13F filings for Q1 2019.