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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FP
Foundry Partners
Minneapolis,
Minnesota
|
+$3.29M |
| 2 |
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
San Francisco,
California
|
+$999K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.45M |
| 2 |
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
|
-$1.15M |
| 3 |
OCG
Opus Capital Group
Cincinnati,
Ohio
|
-$1.07M |
| 4 |
AIM
Alambic Investment Management
Belvedere,
California
|
-$927K |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
-$787K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SS
126
Simplicity Solutions
Minneapolis,
Minnesota
| – | -$96K | -14,100 | Closed |
|
127
Citadel Advisors
Miami,
Florida
| – | -$79K | -11,543 | Closed |
|
128
Janus Henderson Group
London,
United Kingdom
| – | -$73K | -10,672 | Closed |
|
|
JG
129
Jefferies Group
New York
| – | -$69K | -10,058 | Closed |
|
|
SIAP
130
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| – | -$68K | -10,000 | Closed |
|
131
Russell Investments Group
London,
United Kingdom
| – | -$37K | -5,475 | Closed |
|
|
PFO
132
Pathstone Family Office
Englewood,
New Jersey
| – | -$14K | -2,059 | Closed |
|
133
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$6K | -872 | Closed |
|
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.