Evolution Petroleum
EPM
99 hedge funds and large institutions have $237M invested in Evolution Petroleum in 2016 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 33 increasing their positions, 30 reducing their positions, and 8 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
175% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 8
58% more capital invested
Capital invested by funds: $150M → $237M (+$86.8M)
15% more funds holding
Funds holding: 86 → 99 (+13)
10% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 30
0.91% less ownership
Funds ownership: 72.51% → 71.6% (-0.91%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.43M |
| 2 |
EI
EAM Investors
Solana Beach,
California
|
+$2.25M |
| 3 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$2.09M |
| 4 |
NI
Numeric Investors
Boston,
Massachusetts
|
+$1.53M |
| 5 |
MCM
McKinley Capital Management
Anchorage,
Alaska
|
+$1.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
-$13.8M |
| 2 |
AR
Advisory Research
Chicago,
Illinois
|
-$5.76M |
| 3 |
NCM
Nantahala Capital Management
New Canaan,
Connecticut
|
-$1.8M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.8M |
| 5 |
FP
Foundry Partners
Minneapolis,
Minnesota
|
-$1.43M |
EPM Hedge Fund Activity: Q4 2016 in Review
99 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Evolution Petroleum (EPM) for Q4 2016, worth a combined $237M — up 58% from $150M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new EPM positions and 8 closed out — a net gain of 14 holders — while 33 added to existing stakes and 30 trimmed.
The largest buyer was Vanguard Group, adding an estimated $2.43M. The largest seller was River Road Asset Management, cutting an estimated $13.8M.
- 99 institutional investors held Evolution Petroleum (EPM) as of Q4 2016, up from 86 in Q3 2016.
- Funds reported $237M of Evolution Petroleum stock for Q4 2016, up 58% quarter-over-quarter.
- 22 funds opened new Evolution Petroleum positions in Q4 2016 and 8 closed out, a net change of +14 holders.
- The largest Evolution Petroleum buyer in Q4 2016 was Vanguard Group, an estimated $2.43M added.
- The largest Evolution Petroleum seller in Q4 2016 was River Road Asset Management, an estimated $13.8M sold.
Based on aggregated 13F filings for Q4 2016.