Evolution Petroleum
EPM
101 hedge funds and large institutions have $117M invested in Evolution Petroleum in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 27 reducing their positions, and 16 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
52% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 27
0% more funds holding
Funds holding: 101 → 101 (0)
0% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 16
1.23% less ownership
Funds ownership: 56.01% → 54.77% (-1.2%)
18% less capital invested
Capital invested by funds: $143M → $117M (-$25.9M)
21% less call options, than puts
Call options by funds: $981K | Put options by funds: $1.24M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$2.16M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.09M |
| 3 |
Jane Street
New York
|
+$1.08M |
| 4 |
PMAM
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
|
+$864K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$769K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$13M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
-$3.1M |
| 3 |
EI
EAM Investors
Solana Beach,
California
|
-$1.95M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
-$1.24M |
| 5 |
EGI
EAM Global Investors
Solana Beach,
California
|
-$1.17M |
EPM Hedge Fund Activity: Q1 2023 in Review
101 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Evolution Petroleum (EPM) for Q1 2023, worth a combined $117M — down 18% from $143M a quarter earlier.
Fund positioning in EPM was balanced in Q1 2023: 16 funds opened new positions, 16 closed out, 41 added to existing stakes and 27 trimmed.
The largest buyer was Millennium Management, adding an estimated $2.16M. The largest seller was Wasatch Advisors, exiting entirely with an estimated $13M sold.
- 101 institutional investors held Evolution Petroleum (EPM) as of Q1 2023, unchanged from Q4 2022.
- Funds reported $117M of Evolution Petroleum stock for Q1 2023, down 18% quarter-over-quarter.
- 16 funds opened new Evolution Petroleum positions in Q1 2023 and 16 closed out, a net change of 0 holders.
- The largest Evolution Petroleum buyer in Q1 2023 was Millennium Management, an estimated $2.16M added.
- The largest Evolution Petroleum seller in Q1 2023 was Wasatch Advisors, an estimated $13M sold.
Based on aggregated 13F filings for Q1 2023.