Evolution Petroleum
EPM
75 hedge funds and large institutions have $107M invested in Evolution Petroleum in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 20 reducing their positions, and 12 closing their positions.
82% more call options, than puts
Call options by funds: $509K | Put options by funds: $279K
50% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 20
1.06% more ownership
Funds ownership: 62.04% → 63.1% (+1.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less funds holding
Funds holding: 78 → 75 (-3)
10% less capital invested
Capital invested by funds: $118M → $107M (-$11.3M)
17% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$4.71M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$1.89M |
| 3 |
Russell Investments Group
London,
United Kingdom
|
+$1.19M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.03M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
+$941K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$7.72M |
| 2 |
AMI
Amica Mutual Insurance
Providence,
Rhode Island
|
-$1.2M |
| 3 |
E
Ergoteles
New York
|
-$755K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$418K |
| 5 |
HF
HRT Financial
New York
|
-$409K |
EPM Hedge Fund Activity: Q4 2021 in Review
75 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Evolution Petroleum (EPM) for Q4 2021, worth a combined $107M — down 9.5% from $118M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of EPM and 10 opened new positions — a net loss of 2 holders — while 20 trimmed existing stakes and 30 added.
The largest buyer was DePrince Race & Zollo Inc (DRZ), adding an estimated $4.71M. The largest seller was ArrowMark Colorado Holdings, exiting entirely with an estimated $7.72M sold.
- 75 institutional investors held Evolution Petroleum (EPM) as of Q4 2021, down from 78 in Q3 2021.
- Funds reported $107M of Evolution Petroleum stock for Q4 2021, down 9.5% quarter-over-quarter.
- 10 funds opened new Evolution Petroleum positions in Q4 2021 and 12 closed out, a net change of -2 holders.
- The largest Evolution Petroleum buyer in Q4 2021 was DePrince Race & Zollo Inc (DRZ), an estimated $4.71M added.
- The largest Evolution Petroleum seller in Q4 2021 was ArrowMark Colorado Holdings, an estimated $7.72M sold.
Based on aggregated 13F filings for Q4 2021.