Evolution Petroleum
EPM
104 hedge funds and large institutions have $137M invested in Evolution Petroleum in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 33 reducing their positions, and 20 closing their positions.
15% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 33
1.31% more ownership
Funds ownership: 74.73% → 76.04% (+1.3%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5% less capital invested
Capital invested by funds: $144M → $137M (-$7.3M)
8% less funds holding
Funds holding: 113 → 104 (-9)
12% less call options, than puts
Call options by funds: $214K | Put options by funds: $244K
45% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
WealthTrust Axiom
Wayne,
Pennsylvania
|
+$1.06M |
| 2 |
Renaissance Technologies
New York
|
+$923K |
| 3 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$809K |
| 4 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
+$567K |
| 5 |
Morgan Stanley
New York
|
+$550K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
-$659K |
| 2 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$598K |
| 3 |
WG
Winton Group
London,
United Kingdom
|
-$478K |
| 4 |
Bank of New York Mellon
New York
|
-$351K |
| 5 |
Charles Schwab
San Francisco,
California
|
-$290K |
EPM Hedge Fund Activity: Q4 2019 in Review
104 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Evolution Petroleum (EPM) for Q4 2019, worth a combined $137M — down 5.1% from $144M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of EPM and 11 opened new positions — a net loss of 9 holders — while 33 trimmed existing stakes and 38 added.
The largest buyer was WealthTrust Axiom, adding an estimated $1.06M. The largest seller was Allianz Asset Management, exiting entirely with an estimated $659K sold.
- 104 institutional investors held Evolution Petroleum (EPM) as of Q4 2019, down from 113 in Q3 2019.
- Funds reported $137M of Evolution Petroleum stock for Q4 2019, down 5.1% quarter-over-quarter.
- 11 funds opened new Evolution Petroleum positions in Q4 2019 and 20 closed out, a net change of -9 holders.
- The largest Evolution Petroleum buyer in Q4 2019 was WealthTrust Axiom, an estimated $1.06M added.
- The largest Evolution Petroleum seller in Q4 2019 was Allianz Asset Management, an estimated $659K sold.
Based on aggregated 13F filings for Q4 2019.