Evolution Petroleum
EPM
86 hedge funds and large institutions have $264M invested in Evolution Petroleum in 2013 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 25 reducing their positions, and 7 closing their positions.
684% more capital inflows, than outflows
Capital inflows: $95.6M | Capital outflows: $12.2M
114% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 7
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
40% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 25
22.35% more ownership
Funds ownership: 52.45% → 74.81% (+22%)
9% more funds holding
Funds holding: 79 → 86 (+7)
6% less call options, than puts
Call options by funds: $132K | Put options by funds: $141K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
+$16.7M |
| 2 |
CAM
Cortina Asset Management
Milwaukee,
Wisconsin
|
+$6.65M |
| 3 |
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
+$5.74M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
+$3.56M |
| 5 |
TAM
THB Asset Management
Norwalk,
Connecticut
|
+$2.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NC
Nokomis Capital
Dallas,
Texas
|
-$4.01M |
| 2 |
AR
Advisory Research
Chicago,
Illinois
|
-$3.72M |
| 3 |
CCM
Corsair Capital Management
New York
|
-$2.33M |
| 4 |
California Public Employees Retirement System
Sacramento,
California
|
-$342K |
| 5 |
BlackRock Fund Advisors
San Francisco,
California
|
-$271K |
EPM Hedge Fund Activity: Q4 2013 in Review
86 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Evolution Petroleum (EPM) for Q4 2013, worth a combined $264M — up 56% from $169M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new EPM positions and 7 closed out — a net gain of 8 holders — while 35 added to existing stakes and 25 trimmed.
The largest buyer was Neuberger Berman Group, opening a new position worth an estimated $16.7M. The largest seller was Nokomis Capital, cutting an estimated $4.01M.
- 86 institutional investors held Evolution Petroleum (EPM) as of Q4 2013, up from 79 in Q3 2013.
- Funds reported $264M of Evolution Petroleum stock for Q4 2013, up 56% quarter-over-quarter.
- 15 funds opened new Evolution Petroleum positions in Q4 2013 and 7 closed out, a net change of +8 holders.
- The largest Evolution Petroleum buyer in Q4 2013 was Neuberger Berman Group, an estimated $16.7M added.
- The largest Evolution Petroleum seller in Q4 2013 was Nokomis Capital, an estimated $4.01M sold.
Based on aggregated 13F filings for Q4 2013.