Evolution Petroleum
EPM
113 hedge funds and large institutions have $166M invested in Evolution Petroleum in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 33 increasing their positions, 24 reducing their positions, and 26 closing their positions.
71% more capital inflows, than outflows
Capital inflows: $39.2M | Capital outflows: $22.9M
46% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 26
38% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 24
12% more funds holding
Funds holding: 101 → 113 (+12)
6.91% more ownership
Funds ownership: 54.77% → 61.68% (+6.9%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
50% less call options, than puts
Call options by funds: $1.38M | Put options by funds: $2.74M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$13.2M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$3.02M |
| 3 |
State Street
Boston,
Massachusetts
|
+$2.52M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$2.4M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$5.18M |
| 2 |
Millennium Management
New York
|
-$2.51M |
| 3 |
GPGA
Grandeur Peak Global Advisors
Salt Lake City,
Utah
|
-$2.4M |
| 4 |
Renaissance Technologies
New York
|
-$1.66M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.59M |
EPM Hedge Fund Activity: Q2 2023 in Review
113 of the 6,387 institutional investors tracked by Wall St. Rank reported a position in Evolution Petroleum (EPM) for Q2 2023, worth a combined $166M — up 42% from $117M a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new EPM positions and 26 closed out — a net gain of 12 holders — while 33 added to existing stakes and 24 trimmed.
The largest buyer was BlackRock, adding an estimated $13.2M. The largest seller was DePrince Race & Zollo Inc (DRZ), cutting an estimated $5.18M.
- 113 institutional investors held Evolution Petroleum (EPM) as of Q2 2023, up from 101 in Q1 2023.
- Funds reported $166M of Evolution Petroleum stock for Q2 2023, up 42% quarter-over-quarter.
- 38 funds opened new Evolution Petroleum positions in Q2 2023 and 26 closed out, a net change of +12 holders.
- The largest Evolution Petroleum buyer in Q2 2023 was BlackRock, an estimated $13.2M added.
- The largest Evolution Petroleum seller in Q2 2023 was DePrince Race & Zollo Inc (DRZ), an estimated $5.18M sold.
Based on aggregated 13F filings for Q2 2023.