Evolution Petroleum
EPM
101 hedge funds and large institutions have $162M invested in Evolution Petroleum in 2017 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 35 increasing their positions, 33 reducing their positions, and 7 closing their positions.
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
2% more funds holding
Funds holding: 99 → 101 (+2)
9% more call options, than puts
Call options by funds: $349K | Put options by funds: $321K
6% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 33
0.49% more ownership
Funds ownership: 70.78% → 71.28% (+0.49%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less capital invested
Capital invested by funds: $168M → $162M (-$6.09M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KTA
Keeley-Teton Advisors
Chicago,
Illinois
|
+$1.55M |
| 2 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$966K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$732K |
| 4 |
Renaissance Technologies
New York
|
+$568K |
| 5 |
Bank of New York Mellon
New York
|
+$532K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NCM
Nantahala Capital Management
New Canaan,
Connecticut
|
-$940K |
| 2 |
Russell Investments Group
London,
United Kingdom
|
-$443K |
| 3 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$384K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$319K |
| 5 |
CCMH
Cornerstone Capital Management Holdings
New York
|
-$294K |
EPM Hedge Fund Activity: Q4 2017 in Review
101 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Evolution Petroleum (EPM) for Q4 2017, worth a combined $162M — down 3.6% from $168M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new EPM positions and 7 closed out — a net gain of 2 holders — while 35 added to existing stakes and 33 trimmed.
The largest buyer was Keeley-Teton Advisors, opening a new position worth an estimated $1.55M. The largest seller was Nantahala Capital Management, exiting entirely with an estimated $940K sold.
- 101 institutional investors held Evolution Petroleum (EPM) as of Q4 2017, up from 99 in Q3 2017.
- Funds reported $162M of Evolution Petroleum stock for Q4 2017, down 3.6% quarter-over-quarter.
- 9 funds opened new Evolution Petroleum positions in Q4 2017 and 7 closed out, a net change of +2 holders.
- The largest Evolution Petroleum buyer in Q4 2017 was Keeley-Teton Advisors, an estimated $1.55M added.
- The largest Evolution Petroleum seller in Q4 2017 was Nantahala Capital Management, an estimated $940K sold.
Based on aggregated 13F filings for Q4 2017.