Evolution Petroleum
EPM
101 hedge funds and large institutions have $143M invested in Evolution Petroleum in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 28 increasing their positions, 42 reducing their positions, and 11 closing their positions.
257% more call options, than puts
Call options by funds: $1.54M | Put options by funds: $431K
55% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 11
5% more funds holding
Funds holding: 96 → 101 (+5)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% less capital invested
Capital invested by funds: $143M → $143M (-$34.5K)
5.22% less ownership
Funds ownership: 61.22% → 56.01% (-5.2%)
33% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 42
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$2.66M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$1.46M |
| 3 |
PMAM
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
|
+$1.32M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
+$1.03M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$809K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$2.44M |
| 2 |
Millennium Management
New York
|
-$2.27M |
| 3 |
BlackRock
New York
|
-$2.07M |
| 4 |
GPGA
Grandeur Peak Global Advisors
Salt Lake City,
Utah
|
-$1.54M |
| 5 |
D.E. Shaw & Co
New York
|
-$662K |
EPM Hedge Fund Activity: Q4 2022 in Review
101 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Evolution Petroleum (EPM) for Q4 2022, worth a combined $143M — down 0.02% from $143M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new EPM positions and 11 closed out — a net gain of 6 holders — while 28 added to existing stakes and 42 trimmed.
The largest buyer was Punch & Associates Investment Management, adding an estimated $2.66M. The largest seller was Wasatch Advisors, cutting an estimated $2.44M.
- 101 institutional investors held Evolution Petroleum (EPM) as of Q4 2022, up from 96 in Q3 2022.
- Funds reported $143M of Evolution Petroleum stock for Q4 2022, down 0.02% quarter-over-quarter.
- 17 funds opened new Evolution Petroleum positions in Q4 2022 and 11 closed out, a net change of +6 holders.
- The largest Evolution Petroleum buyer in Q4 2022 was Punch & Associates Investment Management, an estimated $2.66M added.
- The largest Evolution Petroleum seller in Q4 2022 was Wasatch Advisors, an estimated $2.44M sold.
Based on aggregated 13F filings for Q4 2022.