Evolution Petroleum
EPM
98 hedge funds and large institutions have $189M invested in Evolution Petroleum in 2017 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 37 reducing their positions, and 8 closing their positions.
63% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 8
56% more call options, than puts
Call options by funds: $446K | Put options by funds: $286K
0.02% less ownership
Funds ownership: 71.6% → 71.58% (-0.02%)
8% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 37
1% less funds holding
Funds holding: 99 → 98 (-1)
20% less capital invested
Capital invested by funds: $237M → $189M (-$47.3M)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$17M |
| 2 |
AWE
Avidian Wealth Enterprises
Houston,
Texas
|
+$1.88M |
| 3 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
+$1.03M |
| 4 |
PSUF
People's United Financial
Bridgeport,
Connecticut
|
+$1.03M |
| 5 |
ACM
Argent Capital Management
St Louis,
Missouri
|
+$984K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EI
EAM Investors
Solana Beach,
California
|
-$2.68M |
| 2 |
TAM
THB Asset Management
Norwalk,
Connecticut
|
-$1.15M |
| 3 |
NCM
Nantahala Capital Management
New Canaan,
Connecticut
|
-$1.07M |
| 4 |
AR
Advisory Research
Chicago,
Illinois
|
-$866K |
| 5 |
Russell Investments Group
London,
United Kingdom
|
-$470K |
EPM Hedge Fund Activity: Q1 2017 in Review
98 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Evolution Petroleum (EPM) for Q1 2017, worth a combined $189M — down 20% from $237M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new EPM positions and 8 closed out — a net gain of 5 holders — while 34 added to existing stakes and 37 trimmed.
The largest buyer was BlackRock, adding an estimated $17M. The largest seller was EAM Investors, exiting entirely with an estimated $2.68M sold.
- 98 institutional investors held Evolution Petroleum (EPM) as of Q1 2017, down from 99 in Q4 2016.
- Funds reported $189M of Evolution Petroleum stock for Q1 2017, down 20% quarter-over-quarter.
- 13 funds opened new Evolution Petroleum positions in Q1 2017 and 8 closed out, a net change of +5 holders.
- The largest Evolution Petroleum buyer in Q1 2017 was BlackRock, an estimated $17M added.
- The largest Evolution Petroleum seller in Q1 2017 was EAM Investors, an estimated $2.68M sold.
Based on aggregated 13F filings for Q1 2017.