Evolution Petroleum
EPM
119 hedge funds and large institutions have $259M invested in Evolution Petroleum in 2018 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 46 increasing their positions, 33 reducing their positions, and 9 closing their positions.
266% more call options, than puts
Call options by funds: $663K | Put options by funds: $181K
89% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 9
39% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 33
13% more capital invested
Capital invested by funds: $229M → $259M (+$29.5M)
7% more funds holding
Funds holding: 111 → 119 (+8)
0.45% more ownership
Funds ownership: 70.14% → 70.59% (+0.45%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
+$3.05M |
| 2 |
OCG
Opus Capital Group
Cincinnati,
Ohio
|
+$2.7M |
| 3 |
Renaissance Technologies
New York
|
+$2.17M |
| 4 |
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
|
+$1.77M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$1.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$9.57M |
| 2 |
AR
Advisory Research
Chicago,
Illinois
|
-$3.74M |
| 3 |
JA
JVL Advisors
Houston,
Texas
|
-$3.14M |
| 4 |
AMI
Amica Mutual Insurance
Providence,
Rhode Island
|
-$2.51M |
| 5 |
APFBOT
Amica Pension Fund Board of Trustees
Providence,
Rhode Island
|
-$2.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PIA
126
Piedmont Investment Advisors
Durham,
North Carolina
| – | -$4K | -442 | Closed |
|
|
KCPG
127
Kavar Capital Partners Group
Leawood,
Kansas
| – | -$4K | -400 | Closed |
|
128
SEI Investments
Oaks,
Pennsylvania
| – | -$1K | -79 | Closed |
|
EPM Hedge Fund Activity: Q3 2018 in Review
119 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Evolution Petroleum (EPM) for Q3 2018, worth a combined $259M — up 13% from $229M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new EPM positions and 9 closed out — a net gain of 8 holders — while 46 added to existing stakes and 33 trimmed.
The largest buyer was AQR Capital Management, adding an estimated $3.05M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $9.57M.
- 119 institutional investors held Evolution Petroleum (EPM) as of Q3 2018, up from 111 in Q2 2018.
- Funds reported $259M of Evolution Petroleum stock for Q3 2018, up 13% quarter-over-quarter.
- 17 funds opened new Evolution Petroleum positions in Q3 2018 and 9 closed out, a net change of +8 holders.
- The largest Evolution Petroleum buyer in Q3 2018 was AQR Capital Management, an estimated $3.05M added.
- The largest Evolution Petroleum seller in Q3 2018 was ArrowMark Colorado Holdings, an estimated $9.57M sold.
Based on aggregated 13F filings for Q3 2018.