Evolution Petroleum
EPM
80 hedge funds and large institutions have $116M invested in Evolution Petroleum in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 39 reducing their positions, and 12 closing their positions.
121% more call options, than puts
Call options by funds: $874K | Put options by funds: $395K
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.78% less ownership
Funds ownership: 64.6% → 62.82% (-1.8%)
8% less funds holding
Funds holding: 87 → 80 (-7)
21% less capital inflows, than outflows
Capital inflows: $11.2M | Capital outflows: $14.2M
42% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 12
46% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 39
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIM
Ranger Investment Management
Dallas,
Texas
|
+$4.44M |
| 2 |
Russell Investments Group
London,
United Kingdom
|
+$839K |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
+$803K |
| 4 |
WA
WealthTrust Axiom
Wayne,
Pennsylvania
|
+$616K |
| 5 |
Morgan Stanley
New York
|
+$587K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
Friess Associates
Greenville,
Delaware
|
-$2.48M |
| 2 |
FP
Foundry Partners
Minneapolis,
Minnesota
|
-$1.19M |
| 3 |
Millennium Management
New York
|
-$1.02M |
| 4 |
Two Sigma Investments
New York
|
-$888K |
| 5 |
NSIM
North Star Investment Management
Chicago,
Illinois
|
-$825K |
EPM Hedge Fund Activity: Q2 2022 in Review
80 of the 5,962 institutional investors tracked by Wall St. Rank reported a position in Evolution Petroleum (EPM) for Q2 2022, worth a combined $116M — down 21% from $148M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of EPM and 7 opened new positions — a net loss of 5 holders — while 39 trimmed existing stakes and 21 added.
The largest buyer was Ranger Investment Management, opening a new position worth an estimated $4.44M. The largest seller was Friess Associates, exiting entirely with an estimated $2.48M sold.
- 80 institutional investors held Evolution Petroleum (EPM) as of Q2 2022, down from 87 in Q1 2022.
- Funds reported $116M of Evolution Petroleum stock for Q2 2022, down 21% quarter-over-quarter.
- 7 funds opened new Evolution Petroleum positions in Q2 2022 and 12 closed out, a net change of -5 holders.
- The largest Evolution Petroleum buyer in Q2 2022 was Ranger Investment Management, an estimated $4.44M added.
- The largest Evolution Petroleum seller in Q2 2022 was Friess Associates, an estimated $2.48M sold.
Based on aggregated 13F filings for Q2 2022.