Evolution Petroleum
EPM
116 hedge funds and large institutions have $139M invested in Evolution Petroleum in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 43 increasing their positions, 33 reducing their positions, and 19 closing their positions.
30% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 33
21% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 19
3% more funds holding
Funds holding: 113 → 116 (+3)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.88% less ownership
Funds ownership: 61.68% → 60.8% (-0.88%)
13% less capital inflows, than outflows
Capital inflows: $15.5M | Capital outflows: $17.8M
50% less call options, than puts
Call options by funds: $1.27M | Put options by funds: $2.54M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.27M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$1.27M |
| 3 |
CIC
Cornercap Investment Counsel
Atlanta,
Georgia
|
+$1.12M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$886K |
| 5 |
FP
Foundry Partners
Minneapolis,
Minnesota
|
+$878K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Russell Investments Group
London,
United Kingdom
|
-$2.24M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
-$1.59M |
| 3 |
Two Sigma Investments
New York
|
-$1.34M |
| 4 |
Man Group
London,
United Kingdom
|
-$1.1M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$1.09M |
EPM Hedge Fund Activity: Q3 2023 in Review
116 of the 6,314 institutional investors tracked by Wall St. Rank reported a position in Evolution Petroleum (EPM) for Q3 2023, worth a combined $139M — down 16% from $166M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new EPM positions and 19 closed out — a net gain of 4 holders — while 43 added to existing stakes and 33 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $1.27M. The largest seller was Russell Investments Group, cutting an estimated $2.24M.
- 116 institutional investors held Evolution Petroleum (EPM) as of Q3 2023, up from 113 in Q2 2023.
- Funds reported $139M of Evolution Petroleum stock for Q3 2023, down 16% quarter-over-quarter.
- 23 funds opened new Evolution Petroleum positions in Q3 2023 and 19 closed out, a net change of +4 holders.
- The largest Evolution Petroleum buyer in Q3 2023 was Susquehanna International Group, an estimated $1.27M added.
- The largest Evolution Petroleum seller in Q3 2023 was Russell Investments Group, an estimated $2.24M sold.
Based on aggregated 13F filings for Q3 2023.