Evolution Petroleum
EPM
95 hedge funds and large institutions have $65.8M invested in Evolution Petroleum in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 35 reducing their positions, and 19 closing their positions.
520% more call options, than puts
Call options by funds: $62K | Put options by funds: $10K
0.16% more ownership
Funds ownership: 76.04% → 76.2% (+0.16%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
9% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 35
9% less funds holding
Funds holding: 104 → 95 (-9)
37% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 19
52% less capital invested
Capital invested by funds: $137M → $65.8M (-$71.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$5.11M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$1.02M |
| 3 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
+$562K |
| 4 |
AMI
Amica Mutual Insurance
Providence,
Rhode Island
|
+$476K |
| 5 |
NSIM
North Star Investment Management
Chicago,
Illinois
|
+$440K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KTA
Keeley-Teton Advisors
Chicago,
Illinois
|
-$1.32M |
| 2 |
CIC
Cornercap Investment Counsel
Atlanta,
Georgia
|
-$1.05M |
| 3 |
Renaissance Technologies
New York
|
-$914K |
| 4 |
JP Morgan Chase
New York
|
-$818K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$695K |
EPM Hedge Fund Activity: Q1 2020 in Review
95 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Evolution Petroleum (EPM) for Q1 2020, worth a combined $65.8M — down 52% from $137M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of EPM and 12 opened new positions — a net loss of 7 holders — while 35 trimmed existing stakes and 32 added.
The largest buyer was ArrowMark Colorado Holdings, adding an estimated $5.11M. The largest seller was Keeley-Teton Advisors, cutting an estimated $1.32M.
- 95 institutional investors held Evolution Petroleum (EPM) as of Q1 2020, down from 104 in Q4 2019.
- Funds reported $65.8M of Evolution Petroleum stock for Q1 2020, down 52% quarter-over-quarter.
- 12 funds opened new Evolution Petroleum positions in Q1 2020 and 19 closed out, a net change of -7 holders.
- The largest Evolution Petroleum buyer in Q1 2020 was ArrowMark Colorado Holdings, an estimated $5.11M added.
- The largest Evolution Petroleum seller in Q1 2020 was Keeley-Teton Advisors, an estimated $1.32M sold.
Based on aggregated 13F filings for Q1 2020.