Evolution Petroleum
EPM
79 hedge funds and large institutions have $114M invested in Evolution Petroleum in 2016 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 25 reducing their positions, and 14 closing their positions.
24% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 25
2% more capital invested
Capital invested by funds: $112M → $114M (+$1.83M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.04% less ownership
Funds ownership: 71.49% → 71.45% (-0.04%)
8% less funds holding
Funds holding: 86 → 79 (-7)
50% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AR
Advisory Research
Chicago,
Illinois
|
+$1.29M |
| 2 |
WA
WealthTrust Axiom
Wayne,
Pennsylvania
|
+$860K |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$763K |
| 4 |
NCM
Nantahala Capital Management
New Canaan,
Connecticut
|
+$490K |
| 5 |
GPGA
Grandeur Peak Global Advisors
Salt Lake City,
Utah
|
+$460K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$2.09M |
| 2 |
JA
JVL Advisors
Houston,
Texas
|
-$904K |
| 3 |
FAM
Fenimore Asset Management
Cobleskill,
New York
|
-$374K |
| 4 |
DC
Deere & Company
Moline,
Illinois
|
-$367K |
| 5 |
Morgan Stanley
New York
|
-$259K |
EPM Hedge Fund Activity: Q1 2016 in Review
79 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Evolution Petroleum (EPM) for Q1 2016, worth a combined $114M — up 1.6% from $112M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of EPM and 7 opened new positions — a net loss of 7 holders — while 25 trimmed existing stakes and 31 added.
The largest buyer was Advisory Research, adding an estimated $1.29M. The largest seller was Kennedy Capital Management, exiting entirely with an estimated $2.09M sold.
- 79 institutional investors held Evolution Petroleum (EPM) as of Q1 2016, down from 86 in Q4 2015.
- Funds reported $114M of Evolution Petroleum stock for Q1 2016, up 1.6% quarter-over-quarter.
- 7 funds opened new Evolution Petroleum positions in Q1 2016 and 14 closed out, a net change of -7 holders.
- The largest Evolution Petroleum buyer in Q1 2016 was Advisory Research, an estimated $1.29M added.
- The largest Evolution Petroleum seller in Q1 2016 was Kennedy Capital Management, an estimated $2.09M sold.
Based on aggregated 13F filings for Q1 2016.