Evolution Petroleum
EPM
80 hedge funds and large institutions have $140M invested in Evolution Petroleum in 2015 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 30 increasing their positions, 24 reducing their positions, and 12 closing their positions.
205% more call options, than puts
Call options by funds: $61K | Put options by funds: $20K
25% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 24
22% more capital inflows, than outflows
Capital inflows: $16.9M | Capital outflows: $13.9M
1.28% more ownership
Funds ownership: 70.4% → 71.68% (+1.3%)
7% less funds holding
Funds holding: 86 → 80 (-6)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
50% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AR
Advisory Research
Chicago,
Illinois
|
+$5.77M |
| 2 |
Fenimore Asset Management
Cobleskill,
New York
|
+$2.38M |
| 3 |
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$1.57M |
| 4 |
Morgan Stanley
New York
|
+$1.19M |
| 5 |
BlackRock Institutional Trust
San Francisco,
California
|
+$648K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
-$4.6M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$2.8M |
| 3 |
Lazard Asset Management
New York
|
-$1.57M |
| 4 |
CAM
Cortina Asset Management
Milwaukee,
Wisconsin
|
-$1.56M |
| 5 |
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$1.48M |
EPM Hedge Fund Activity: Q1 2015 in Review
80 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Evolution Petroleum (EPM) for Q1 2015, worth a combined $140M — down 18% from $172M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of EPM and 6 opened new positions — a net loss of 6 holders — while 24 trimmed existing stakes and 30 added.
The largest buyer was Advisory Research, adding an estimated $5.77M. The largest seller was Neuberger Berman Group, cutting an estimated $4.6M.
- 80 institutional investors held Evolution Petroleum (EPM) as of Q1 2015, down from 86 in Q4 2014.
- Funds reported $140M of Evolution Petroleum stock for Q1 2015, down 18% quarter-over-quarter.
- 6 funds opened new Evolution Petroleum positions in Q1 2015 and 12 closed out, a net change of -6 holders.
- The largest Evolution Petroleum buyer in Q1 2015 was Advisory Research, an estimated $5.77M added.
- The largest Evolution Petroleum seller in Q1 2015 was Neuberger Berman Group, an estimated $4.6M sold.
Based on aggregated 13F filings for Q1 2015.