Evolution Petroleum
EPM
78 hedge funds and large institutions have $76.7M invested in Evolution Petroleum in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 26 reducing their positions, and 12 closing their positions.
19% more capital invested
Capital invested by funds: $64.7M → $76.7M (+$12M)
8% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 26
0.64% less ownership
Funds ownership: 68.39% → 67.74% (-0.64%)
4% less funds holding
Funds holding: 81 → 78 (-3)
25% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 12
41% less call options, than puts
Call options by funds: $118K | Put options by funds: $201K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AMI
Amica Mutual Insurance
Providence,
Rhode Island
|
+$1.16M |
| 2 |
BlackRock
New York
|
+$480K |
| 3 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$416K |
| 4 |
Renaissance Technologies
New York
|
+$394K |
| 5 |
WA
WealthTrust Axiom
Wayne,
Pennsylvania
|
+$374K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIC
Cornercap Investment Counsel
Atlanta,
Georgia
|
-$921K |
| 2 |
ZCM
Zebra Capital Management
Stamford,
Connecticut
|
-$490K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$440K |
| 4 |
Man Group
London,
United Kingdom
|
-$425K |
| 5 |
D.E. Shaw & Co
New York
|
-$272K |
EPM Hedge Fund Activity: Q1 2021 in Review
78 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Evolution Petroleum (EPM) for Q1 2021, worth a combined $76.7M — up 19% from $64.7M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of EPM and 9 opened new positions — a net loss of 3 holders — while 26 trimmed existing stakes and 28 added.
The largest buyer was Amica Mutual Insurance, adding an estimated $1.16M. The largest seller was Cornercap Investment Counsel, exiting entirely with an estimated $921K sold.
- 78 institutional investors held Evolution Petroleum (EPM) as of Q1 2021, down from 81 in Q4 2020.
- Funds reported $76.7M of Evolution Petroleum stock for Q1 2021, up 19% quarter-over-quarter.
- 9 funds opened new Evolution Petroleum positions in Q1 2021 and 12 closed out, a net change of -3 holders.
- The largest Evolution Petroleum buyer in Q1 2021 was Amica Mutual Insurance, an estimated $1.16M added.
- The largest Evolution Petroleum seller in Q1 2021 was Cornercap Investment Counsel, an estimated $921K sold.
Based on aggregated 13F filings for Q1 2021.