Evolution Petroleum
EPM
86 hedge funds and large institutions have $112M invested in Evolution Petroleum in 2015 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 26 reducing their positions, and 9 closing their positions.
1,346% more call options, than puts
Call options by funds: $188K | Put options by funds: $13K
22% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 9
15% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 26
2% more funds holding
Funds holding: 84 → 86 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.37% less ownership
Funds ownership: 72.86% → 71.49% (-1.4%)
15% less capital invested
Capital invested by funds: $132M → $112M (-$20M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AR
Advisory Research
Chicago,
Illinois
|
+$1.95M |
| 2 |
GPGA
Grandeur Peak Global Advisors
Salt Lake City,
Utah
|
+$839K |
| 3 |
Allianz Asset Management
Munich,
Germany
|
+$709K |
| 4 |
FP
Foundry Partners
Minneapolis,
Minnesota
|
+$503K |
| 5 |
Morgan Stanley
New York
|
+$462K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$3.49M |
| 2 |
RP
Reinhart Partners
Mequon,
Wisconsin
|
-$1.62M |
| 3 |
NCM
Nantahala Capital Management
New Canaan,
Connecticut
|
-$697K |
| 4 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$669K |
| 5 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$667K |
EPM Hedge Fund Activity: Q4 2015 in Review
86 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Evolution Petroleum (EPM) for Q4 2015, worth a combined $112M — down 15% from $132M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new EPM positions and 9 closed out — a net gain of 2 holders — while 30 added to existing stakes and 26 trimmed.
The largest buyer was Advisory Research, adding an estimated $1.95M. The largest seller was Brandywine Global Investment Management, cutting an estimated $3.49M.
- 86 institutional investors held Evolution Petroleum (EPM) as of Q4 2015, up from 84 in Q3 2015.
- Funds reported $112M of Evolution Petroleum stock for Q4 2015, down 15% quarter-over-quarter.
- 11 funds opened new Evolution Petroleum positions in Q4 2015 and 9 closed out, a net change of +2 holders.
- The largest Evolution Petroleum buyer in Q4 2015 was Advisory Research, an estimated $1.95M added.
- The largest Evolution Petroleum seller in Q4 2015 was Brandywine Global Investment Management, an estimated $3.49M sold.
Based on aggregated 13F filings for Q4 2015.