Evolution Petroleum
EPM
83 hedge funds and large institutions have $156M invested in Evolution Petroleum in 2015 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 26 reducing their positions, and 7 closing their positions.
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
38% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 26
21% more call options, than puts
Call options by funds: $40K | Put options by funds: $33K
15% more capital inflows, than outflows
Capital inflows: $18.8M | Capital outflows: $16.3M
4% more funds holding
Funds holding: 80 → 83 (+3)
0.38% more ownership
Funds ownership: 71.68% → 72.06% (+0.38%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AR
Advisory Research
Chicago,
Illinois
|
+$5.56M |
| 2 |
BlackRock Institutional Trust
San Francisco,
California
|
+$4.06M |
| 3 |
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$3.05M |
| 4 |
BlackRock Advisors
Wilmington,
Delaware
|
+$655K |
| 5 |
BlackRock Fund Advisors
San Francisco,
California
|
+$643K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$4.63M |
| 2 |
Neuberger Berman Group
New York
|
-$4.32M |
| 3 |
Lazard Asset Management
New York
|
-$1.79M |
| 4 |
CAM
Cortina Asset Management
Milwaukee,
Wisconsin
|
-$1.43M |
| 5 |
Wasatch Advisors
Salt Lake City,
Utah
|
-$717K |
EPM Hedge Fund Activity: Q2 2015 in Review
83 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in Evolution Petroleum (EPM) for Q2 2015, worth a combined $156M — up 11% from $140M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new EPM positions and 7 closed out — a net gain of 3 holders — while 36 added to existing stakes and 26 trimmed.
The largest buyer was Advisory Research, adding an estimated $5.56M. The largest seller was Wellington Management Group, exiting entirely with an estimated $4.63M sold.
- 83 institutional investors held Evolution Petroleum (EPM) as of Q2 2015, up from 80 in Q1 2015.
- Funds reported $156M of Evolution Petroleum stock for Q2 2015, up 11% quarter-over-quarter.
- 10 funds opened new Evolution Petroleum positions in Q2 2015 and 7 closed out, a net change of +3 holders.
- The largest Evolution Petroleum buyer in Q2 2015 was Advisory Research, an estimated $5.56M added.
- The largest Evolution Petroleum seller in Q2 2015 was Wellington Management Group, an estimated $4.63M sold.
Based on aggregated 13F filings for Q2 2015.