Evolution Petroleum
EPM
84 hedge funds and large institutions have $50.4M invested in Evolution Petroleum in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 35 reducing their positions, and 12 closing their positions.
0.79% less ownership
Funds ownership: 69.06% → 68.27% (-0.79%)
8% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 12
1% less funds holding
Funds holding: 85 → 84 (-1)
21% less capital invested
Capital invested by funds: $63.7M → $50.4M (-$13.3M)
49% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 35
98% less call options, than puts
Call options by funds: $8K | Put options by funds: $380K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZCM
Zebra Capital Management
Stamford,
Connecticut
|
+$480K |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$196K |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$157K |
| 4 |
GCP
GSA Capital Partners
London,
United Kingdom
|
+$129K |
| 5 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$99.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$273K |
| 2 |
AWE
Avidian Wealth Enterprises
Houston,
Texas
|
-$196K |
| 3 |
WG
Winton Group
London,
United Kingdom
|
-$186K |
| 4 |
FP
Foundry Partners
Minneapolis,
Minnesota
|
-$178K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$155K |
EPM Hedge Fund Activity: Q3 2020 in Review
84 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Evolution Petroleum (EPM) for Q3 2020, worth a combined $50.4M — down 21% from $63.7M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of EPM and 11 opened new positions — a net loss of 1 holder — while 35 trimmed existing stakes and 18 added.
The largest buyer was Zebra Capital Management, opening a new position worth an estimated $480K. The largest seller was Charles Schwab, cutting an estimated $273K.
- 84 institutional investors held Evolution Petroleum (EPM) as of Q3 2020, down from 85 in Q2 2020.
- Funds reported $50.4M of Evolution Petroleum stock for Q3 2020, down 21% quarter-over-quarter.
- 11 funds opened new Evolution Petroleum positions in Q3 2020 and 12 closed out, a net change of -1 holder.
- The largest Evolution Petroleum buyer in Q3 2020 was Zebra Capital Management, an estimated $480K added.
- The largest Evolution Petroleum seller in Q3 2020 was Charles Schwab, an estimated $273K sold.
Based on aggregated 13F filings for Q3 2020.