Evolution Petroleum
EPM
112 hedge funds and large institutions have $144M invested in Evolution Petroleum in 2019 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 44 increasing their positions, 31 reducing their positions, and 12 closing their positions.
3,717% more call options, than puts
Call options by funds: $229K | Put options by funds: $6K
42% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 31
0.96% more ownership
Funds ownership: 73.77% → 74.72% (+0.96%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 12
1% less funds holding
Funds holding: 113 → 112 (-1)
18% less capital invested
Capital invested by funds: $175M → $144M (-$30.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
+$2.15M |
| 2 |
AR
Advisory Research
Chicago,
Illinois
|
+$1.95M |
| 3 |
Renaissance Technologies
New York
|
+$1.32M |
| 4 |
AMI
Amica Mutual Insurance
Providence,
Rhode Island
|
+$1.15M |
| 5 |
Morgan Stanley
New York
|
+$1.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JA
JVL Advisors
Houston,
Texas
|
-$4.01M |
| 2 |
ACM
Argent Capital Management
St Louis,
Missouri
|
-$1.7M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
-$1.7M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$1.56M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
-$599K |
EPM Hedge Fund Activity: Q3 2019 in Review
112 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Evolution Petroleum (EPM) for Q3 2019, worth a combined $144M — down 18% from $175M a quarter earlier.
Fund positioning in EPM was balanced in Q3 2019: 12 funds opened new positions, 12 closed out, 44 added to existing stakes and 31 trimmed.
The largest buyer was River Road Asset Management, adding an estimated $2.15M. The largest seller was JVL Advisors, cutting an estimated $4.01M.
- 112 institutional investors held Evolution Petroleum (EPM) as of Q3 2019, down from 113 in Q2 2019.
- Funds reported $144M of Evolution Petroleum stock for Q3 2019, down 18% quarter-over-quarter.
- 12 funds opened new Evolution Petroleum positions in Q3 2019 and 12 closed out, a net change of 0 holders.
- The largest Evolution Petroleum buyer in Q3 2019 was River Road Asset Management, an estimated $2.15M added.
- The largest Evolution Petroleum seller in Q3 2019 was JVL Advisors, an estimated $4.01M sold.
Based on aggregated 13F filings for Q3 2019.