Evolution Petroleum
EPM
96 hedge funds and large institutions have $143M invested in Evolution Petroleum in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 29 increasing their positions, 27 reducing their positions, and 11 closing their positions.
145% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 11
120% more call options, than puts
Call options by funds: $1.66M | Put options by funds: $756K
20% more funds holding
Funds holding: 80 → 96 (+16)
7% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 27
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.59% less ownership
Funds ownership: 62.82% → 61.22% (-1.6%)
18% less capital inflows, than outflows
Capital inflows: $16.5M | Capital outflows: $20.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Russell Investments Group
London,
United Kingdom
|
+$3.25M |
| 2 |
EI
EAM Investors
Solana Beach,
California
|
+$1.32M |
| 3 |
EGI
EAM Global Investors
Solana Beach,
California
|
+$1.29M |
| 4 |
Millennium Management
New York
|
+$1.05M |
| 5 |
PMAM
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
|
+$944K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$4.99M |
| 2 |
AMI
Amica Mutual Insurance
Providence,
Rhode Island
|
-$3.42M |
| 3 |
Renaissance Technologies
New York
|
-$2.32M |
| 4 |
Wasatch Advisors
Salt Lake City,
Utah
|
-$1.96M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$1.47M |
EPM Hedge Fund Activity: Q3 2022 in Review
96 of the 5,831 institutional investors tracked by Wall St. Rank reported a position in Evolution Petroleum (EPM) for Q3 2022, worth a combined $143M — up 23% from $116M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new EPM positions and 11 closed out — a net gain of 16 holders — while 29 added to existing stakes and 27 trimmed.
The largest buyer was Russell Investments Group, adding an estimated $3.25M. The largest seller was BlackRock, cutting an estimated $4.99M.
- 96 institutional investors held Evolution Petroleum (EPM) as of Q3 2022, up from 80 in Q2 2022.
- Funds reported $143M of Evolution Petroleum stock for Q3 2022, up 23% quarter-over-quarter.
- 27 funds opened new Evolution Petroleum positions in Q3 2022 and 11 closed out, a net change of +16 holders.
- The largest Evolution Petroleum buyer in Q3 2022 was Russell Investments Group, an estimated $3.25M added.
- The largest Evolution Petroleum seller in Q3 2022 was BlackRock, an estimated $4.99M sold.
Based on aggregated 13F filings for Q3 2022.