Evolution Petroleum
EPM
78 hedge funds and large institutions have $118M invested in Evolution Petroleum in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 33 reducing their positions, and 11 closing their positions.
304% more call options, than puts
Call options by funds: $647K | Put options by funds: $160K
12% more capital invested
Capital invested by funds: $106M → $118M (+$12.4M)
0% more funds holding
Funds holding: 78 → 78 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 11
1.76% less ownership
Funds ownership: 63.8% → 62.04% (-1.8%)
42% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 33
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.3M |
| 2 |
EI
EAM Investors
Solana Beach,
California
|
+$1.27M |
| 3 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$1.17M |
| 4 |
GPGA
Grandeur Peak Global Advisors
Salt Lake City,
Utah
|
+$778K |
| 5 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
+$607K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$2.99M |
| 2 |
Millennium Management
New York
|
-$1.04M |
| 3 |
AR
Advisory Research
Chicago,
Illinois
|
-$915K |
| 4 |
Renaissance Technologies
New York
|
-$768K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$549K |
EPM Hedge Fund Activity: Q3 2021 in Review
78 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Evolution Petroleum (EPM) for Q3 2021, worth a combined $118M — up 12% from $106M a quarter earlier.
Fund positioning in EPM was balanced in Q3 2021: 11 funds opened new positions, 11 closed out, 19 added to existing stakes and 33 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $1.3M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $2.99M.
- 78 institutional investors held Evolution Petroleum (EPM) as of Q3 2021, unchanged from Q2 2021.
- Funds reported $118M of Evolution Petroleum stock for Q3 2021, up 12% quarter-over-quarter.
- 11 funds opened new Evolution Petroleum positions in Q3 2021 and 11 closed out, a net change of 0 holders.
- The largest Evolution Petroleum buyer in Q3 2021 was Fidelity Investments, an estimated $1.3M added.
- The largest Evolution Petroleum seller in Q3 2021 was ArrowMark Colorado Holdings, an estimated $2.99M sold.
Based on aggregated 13F filings for Q3 2021.