Evolution Petroleum
EPM
91 hedge funds and large institutions have $245M invested in Evolution Petroleum in 2014 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 40 reducing their positions, and 5 closing their positions.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
35% more capital inflows, than outflows
Capital inflows: $21.1M | Capital outflows: $15.6M
3% more funds holding
Funds holding: 88 → 91 (+3)
1.09% more ownership
Funds ownership: 67.63% → 68.72% (+1.1%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
20% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 40
45% less call options, than puts
Call options by funds: $251K | Put options by funds: $453K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Reinhart Partners
Mequon,
Wisconsin
|
+$3.74M |
| 2 |
Nantahala Capital Management
New Canaan,
Connecticut
|
+$3.62M |
| 3 |
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
+$3.25M |
| 4 |
Kennedy Capital Management
St Louis,
Missouri
|
+$2.64M |
| 5 |
Raymond James & Associates
St Petersburg,
Florida
|
+$2.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AR
Advisory Research
Chicago,
Illinois
|
-$3.52M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$2.75M |
| 3 |
KG
Killen Group
Berwyn,
Pennsylvania
|
-$1.78M |
| 4 |
River Road Asset Management
Louisville,
Kentucky
|
-$1.65M |
| 5 |
NC
Nokomis Capital
Dallas,
Texas
|
-$1.19M |
EPM Hedge Fund Activity: Q2 2014 in Review
91 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Evolution Petroleum (EPM) for Q2 2014, worth a combined $245M — down 12% from $279M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new EPM positions and 5 closed out — a net gain of 3 holders — while 32 added to existing stakes and 40 trimmed.
The largest buyer was Reinhart Partners, opening a new position worth an estimated $3.74M. The largest seller was Advisory Research, cutting an estimated $3.52M.
- 91 institutional investors held Evolution Petroleum (EPM) as of Q2 2014, up from 88 in Q1 2014.
- Funds reported $245M of Evolution Petroleum stock for Q2 2014, down 12% quarter-over-quarter.
- 8 funds opened new Evolution Petroleum positions in Q2 2014 and 5 closed out, a net change of +3 holders.
- The largest Evolution Petroleum buyer in Q2 2014 was Reinhart Partners, an estimated $3.74M added.
- The largest Evolution Petroleum seller in Q2 2014 was Advisory Research, an estimated $3.52M sold.
Based on aggregated 13F filings for Q2 2014.