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Evolution Petroleum
EPM

87 hedge funds and large institutions have $149M invested in Evolution Petroleum in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more call options, than puts

Call options by funds: $649K | Put options by funds: $177K

200% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 6

39% more capital invested

Capital invested by funds: $107M → $149M (+$41.6M)

22% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 23

16% more funds holding

Funds holding: 75 → 87 (+12)

1.52% more ownership

Funds ownership: 63.1% → 64.62% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
87
Holders Change
+12
Holders Change %
+16%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
28
Reduced
23
Closed
6
Calls
$649K
Puts
$177K
Net Calls
+$472K
Net Calls Change
+$242K

Top Buyers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$2.37M
2
FA
Friess Associates
Delaware
+$2.35M
3
Invesco
Invesco
Georgia
+$1.74M
4
WA
Wasatch Advisors
Utah
+$1.4M
5
Marshall Wace
Marshall Wace
United Kingdom
+$1.31M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$5.87M
2
AMI
Amica Mutual Insurance
Rhode Island
-$2.12M
3
NSIM
North Star Investment Management
Illinois
-$1.81M
4
RJA
Raymond James & Associates
Florida
-$515K
5
Millennium Management
Millennium Management
New York
-$359K
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1
Wasatch Advisors
Utah
$15.9M +$1.4M +217,029 +10%
BlackRock
2
BlackRock
New York
$15.2M +$3.7K +575 +0%
Renaissance Technologies
3
Renaissance Technologies
New York
$14.2M -$20.6K -3,200 -0.2%
WA
4
WealthTrust Axiom
Pennsylvania
$10.3M +$229K +35,609 +2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$8.81M +$95.3K +14,825 +1%
RRAM
6
River Road Asset Management
Kentucky
$8.42M -$45.2K -7,036 -0.6%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$6.34M +$220K +34,234 +4%
DRZID
8
DePrince Race & Zollo Inc (DRZ)
Florida
$5.58M -$273K -42,503 -5%
AMI
9
Amica Mutual Insurance
Rhode Island
$4.8M -$2.12M -329,689 -32%
NSIM
10
North Star Investment Management
Illinois
$4.79M -$1.81M -281,000 -29%
FP
11
Foundry Partners
Minnesota
$4.32M +$635K +98,732 +18%
GPGA
12
Grandeur Peak Global Advisors
Utah
$3.9M -$231K -36,001 -6%
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$3.81M +$2.37M +368,953 +192%
FA
14
Friess Associates
Delaware
$2.48M +$2.35M +364,938 New
Millennium Management
15
Millennium Management
New York
$2.4M -$359K -55,899 -14%
Two Sigma Advisers
16
Two Sigma Advisers
New York
$1.99M +$467K +72,600 +33%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$1.9M +$42.9K +6,676 +2%
Invesco
18
Invesco
Georgia
$1.84M +$1.74M +271,371 New
Russell Investments Group
19
Russell Investments Group
United Kingdom
$1.83M +$355K +55,154 +26%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$1.8M -$112K -17,418 -6%
Two Sigma Investments
21
Two Sigma Investments
New York
$1.68M +$752K +117,013 +89%
EI
22
EAM Investors
California
$1.62M -$248K -38,498 -14%
Marshall Wace
23
Marshall Wace
United Kingdom
$1.6M +$1.31M +203,899 +629%
BA
24
Bard Associates
Illinois
$1.6M -$6.43K -1,000 -0.4%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$1.46M +$17.8K +2,763 +1%
1
2 3 4

EPM Hedge Fund Activity: Q1 2022 in Review

87 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Evolution Petroleum (EPM) for Q1 2022, worth a combined $149M — up 39% from $107M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new EPM positions and 6 closed out — a net gain of 12 holders — while 28 added to existing stakes and 23 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $2.37M. The largest seller was Fidelity Investments, cutting an estimated $5.87M.

  • 87 institutional investors held Evolution Petroleum (EPM) as of Q1 2022, up from 75 in Q4 2021.
  • Funds reported $149M of Evolution Petroleum stock for Q1 2022, up 39% quarter-over-quarter.
  • 18 funds opened new Evolution Petroleum positions in Q1 2022 and 6 closed out, a net change of +12 holders.
  • The largest Evolution Petroleum buyer in Q1 2022 was Acadian Asset Management, an estimated $2.37M added.
  • The largest Evolution Petroleum seller in Q1 2022 was Fidelity Investments, an estimated $5.87M sold.

Based on aggregated 13F filings for Q1 2022.