Evolution Petroleum
EPM
99 hedge funds and large institutions have $168M invested in Evolution Petroleum in 2017 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 30 reducing their positions, and 9 closing their positions.
11% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 9
3% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 30
0% more funds holding
Funds holding: 99 → 99 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.97% less ownership
Funds ownership: 71.75% → 70.78% (-0.97%)
13% less capital invested
Capital invested by funds: $192M → $168M (-$24.4M)
34% less call options, than puts
Call options by funds: $229K | Put options by funds: $349K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AMI
Amica Mutual Insurance
Providence,
Rhode Island
|
+$1.24M |
| 2 |
APFBOT
Amica Pension Fund Board of Trustees
Providence,
Rhode Island
|
+$919K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$803K |
| 4 |
Renaissance Technologies
New York
|
+$665K |
| 5 |
AR
Advisory Research
Chicago,
Illinois
|
+$641K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NCM
Nantahala Capital Management
New Canaan,
Connecticut
|
-$3.28M |
| 2 |
BA
Bard Associates
Chicago,
Illinois
|
-$1.45M |
| 3 |
MCM
McKinley Capital Management
Anchorage,
Alaska
|
-$1.44M |
| 4 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
-$978K |
| 5 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$805K |
EPM Hedge Fund Activity: Q3 2017 in Review
99 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Evolution Petroleum (EPM) for Q3 2017, worth a combined $168M — down 13% from $192M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new EPM positions and 9 closed out — a net gain of 1 holder — while 31 added to existing stakes and 30 trimmed.
The largest buyer was Amica Mutual Insurance, adding an estimated $1.24M. The largest seller was Nantahala Capital Management, cutting an estimated $3.28M.
- 99 institutional investors held Evolution Petroleum (EPM) as of Q3 2017, unchanged from Q2 2017.
- Funds reported $168M of Evolution Petroleum stock for Q3 2017, down 13% quarter-over-quarter.
- 10 funds opened new Evolution Petroleum positions in Q3 2017 and 9 closed out, a net change of +1 holder.
- The largest Evolution Petroleum buyer in Q3 2017 was Amica Mutual Insurance, an estimated $1.24M added.
- The largest Evolution Petroleum seller in Q3 2017 was Nantahala Capital Management, an estimated $3.28M sold.
Based on aggregated 13F filings for Q3 2017.