Evolution Petroleum
EPM
79 hedge funds and large institutions have $169M invested in Evolution Petroleum in 2013 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 21 reducing their positions, and 3 closing their positions.
400% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 3
118% more capital inflows, than outflows
Capital inflows: $30.1M | Capital outflows: $13.8M
67% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 21
18% more funds holding
Funds holding: 67 → 79 (+12)
17% more call options, than puts
Call options by funds: $306K | Put options by funds: $262K
4.91% more ownership
Funds ownership: 47.54% → 52.45% (+4.9%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kennedy Capital Management
St Louis,
Missouri
|
+$5.57M |
| 2 |
KG
Killen Group
Berwyn,
Pennsylvania
|
+$4.8M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$1.69M |
| 4 |
Renaissance Technologies
New York
|
+$1.57M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$1.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AR
Advisory Research
Chicago,
Illinois
|
-$7.61M |
| 2 |
River Road Asset Management
Louisville,
Kentucky
|
-$2.03M |
| 3 |
NC
Nokomis Capital
Dallas,
Texas
|
-$1.57M |
| 4 |
EI
EAM Investors
Solana Beach,
California
|
-$1.43M |
| 5 |
Two Sigma Investments
New York
|
-$387K |
EPM Hedge Fund Activity: Q3 2013 in Review
79 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Evolution Petroleum (EPM) for Q3 2013, worth a combined $169M — up 14% from $148M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new EPM positions and 3 closed out — a net gain of 12 holders — while 35 added to existing stakes and 21 trimmed.
The largest buyer was Kennedy Capital Management, opening a new position worth an estimated $5.57M. The largest seller was Advisory Research, cutting an estimated $7.61M.
- 79 institutional investors held Evolution Petroleum (EPM) as of Q3 2013, up from 67 in Q2 2013.
- Funds reported $169M of Evolution Petroleum stock for Q3 2013, up 14% quarter-over-quarter.
- 15 funds opened new Evolution Petroleum positions in Q3 2013 and 3 closed out, a net change of +12 holders.
- The largest Evolution Petroleum buyer in Q3 2013 was Kennedy Capital Management, an estimated $5.57M added.
- The largest Evolution Petroleum seller in Q3 2013 was Advisory Research, an estimated $7.61M sold.
Based on aggregated 13F filings for Q3 2013.