Evolution Petroleum
EPM
88 hedge funds and large institutions have $279M invested in Evolution Petroleum in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 33 increasing their positions, 35 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
6% more capital invested
Capital invested by funds: $264M → $279M (+$14.8M)
2% more funds holding
Funds holding: 86 → 88 (+2)
5% less call options, than puts
Call options by funds: $383K | Put options by funds: $405K
6% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 35
7.18% less ownership
Funds ownership: 74.81% → 67.63% (-7.2%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
+$7.67M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$4.2M |
| 3 |
NCM
Nantahala Capital Management
New Canaan,
Connecticut
|
+$3.14M |
| 4 |
APG Asset Management
Amsterdam,
Netherlands
|
+$2.06M |
| 5 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
+$2.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NC
Nokomis Capital
Dallas,
Texas
|
-$7.71M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$3.08M |
| 3 |
WI
WHV Investments
San Francisco,
California
|
-$2.86M |
| 4 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$2.48M |
| 5 |
AR
Advisory Research
Chicago,
Illinois
|
-$997K |
EPM Hedge Fund Activity: Q1 2014 in Review
88 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Evolution Petroleum (EPM) for Q1 2014, worth a combined $279M — up 5.6% from $264M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new EPM positions and 4 closed out — a net gain of 2 holders — while 33 added to existing stakes and 35 trimmed.
The largest buyer was Lazard Asset Management, opening a new position worth an estimated $7.67M. The largest seller was Nokomis Capital, cutting an estimated $7.71M.
- 88 institutional investors held Evolution Petroleum (EPM) as of Q1 2014, up from 86 in Q4 2013.
- Funds reported $279M of Evolution Petroleum stock for Q1 2014, up 5.6% quarter-over-quarter.
- 6 funds opened new Evolution Petroleum positions in Q1 2014 and 4 closed out, a net change of +2 holders.
- The largest Evolution Petroleum buyer in Q1 2014 was Lazard Asset Management, an estimated $7.67M added.
- The largest Evolution Petroleum seller in Q1 2014 was Nokomis Capital, an estimated $7.71M sold.
Based on aggregated 13F filings for Q1 2014.