Evolution Petroleum
EPM
86 hedge funds and large institutions have $172M invested in Evolution Petroleum in 2014 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 21 reducing their positions, and 10 closing their positions.
304% more call options, than puts
Call options by funds: $101K | Put options by funds: $25K
67% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 21
20% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 10
1% more funds holding
Funds holding: 85 → 86 (+1)
0.58% more ownership
Funds ownership: 69.82% → 70.4% (+0.58%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
18% less capital invested
Capital invested by funds: $210M → $172M (-$38.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JA
JVL Advisors
Houston,
Texas
|
+$3.46M |
| 2 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$2.86M |
| 3 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$2.85M |
| 4 |
FAM
Fenimore Asset Management
Cobleskill,
New York
|
+$1M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$642K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$5.76M |
| 2 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$2.78M |
| 3 |
NC
Nokomis Capital
Dallas,
Texas
|
-$1.34M |
| 4 |
APG Asset Management
Amsterdam,
Netherlands
|
-$860K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$613K |
EPM Hedge Fund Activity: Q4 2014 in Review
86 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Evolution Petroleum (EPM) for Q4 2014, worth a combined $172M — down 18% from $210M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new EPM positions and 10 closed out — a net gain of 2 holders — while 35 added to existing stakes and 21 trimmed.
The largest buyer was JVL Advisors, adding an estimated $3.46M. The largest seller was Wellington Management Group, cutting an estimated $5.76M.
- 86 institutional investors held Evolution Petroleum (EPM) as of Q4 2014, up from 85 in Q3 2014.
- Funds reported $172M of Evolution Petroleum stock for Q4 2014, down 18% quarter-over-quarter.
- 12 funds opened new Evolution Petroleum positions in Q4 2014 and 10 closed out, a net change of +2 holders.
- The largest Evolution Petroleum buyer in Q4 2014 was JVL Advisors, an estimated $3.46M added.
- The largest Evolution Petroleum seller in Q4 2014 was Wellington Management Group, an estimated $5.76M sold.
Based on aggregated 13F filings for Q4 2014.