Evolution Petroleum
EPM
85 hedge funds and large institutions have $63.7M invested in Evolution Petroleum in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 29 increasing their positions, 31 reducing their positions, and 14 closing their positions.
3% less capital invested
Capital invested by funds: $65.8M → $63.7M (-$2.09M)
6% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 31
7.14% less ownership
Funds ownership: 76.2% → 69.06% (-7.1%)
11% less funds holding
Funds holding: 95 → 85 (-10)
64% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 14
100% less call options, than puts
Call options by funds: $1K | Put options by funds: $298K
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NSIM
North Star Investment Management
Chicago,
Illinois
|
+$1.75M |
| 2 |
BlackRock
New York
|
+$417K |
| 3 |
WG
Winton Group
London,
United Kingdom
|
+$360K |
| 4 |
D.E. Shaw & Co
New York
|
+$133K |
| 5 |
JP Morgan Chase
New York
|
+$111K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KTA
Keeley-Teton Advisors
Chicago,
Illinois
|
-$1.69M |
| 2 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
-$1.5M |
| 3 |
Morgan Stanley
New York
|
-$539K |
| 4 |
Nuveen
Charlotte,
North Carolina
|
-$461K |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$324K |
EPM Hedge Fund Activity: Q2 2020 in Review
85 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Evolution Petroleum (EPM) for Q2 2020, worth a combined $63.7M — down 3.2% from $65.8M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of EPM and 5 opened new positions — a net loss of 9 holders — while 31 trimmed existing stakes and 29 added.
The largest buyer was North Star Investment Management, adding an estimated $1.75M. The largest seller was Keeley-Teton Advisors, cutting an estimated $1.69M.
- 85 institutional investors held Evolution Petroleum (EPM) as of Q2 2020, down from 95 in Q1 2020.
- Funds reported $63.7M of Evolution Petroleum stock for Q2 2020, down 3.2% quarter-over-quarter.
- 5 funds opened new Evolution Petroleum positions in Q2 2020 and 14 closed out, a net change of -9 holders.
- The largest Evolution Petroleum buyer in Q2 2020 was North Star Investment Management, an estimated $1.75M added.
- The largest Evolution Petroleum seller in Q2 2020 was Keeley-Teton Advisors, an estimated $1.69M sold.
Based on aggregated 13F filings for Q2 2020.