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Epsilon Energy

20 hedge funds and large institutions have $31M invested in Epsilon Energy in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

3.66% more ownership

Funds ownership: 39.36%43.02% (+3.7%)

2% more capital invested

Capital invested by funds: $30.5M → $31M (+$483K)

0% more funds holding

Funds holding: 2020 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

67% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 6

Holders
20
Holders Change
Holders Change %
0%
% of All Funds
0.4%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
4
Increased
2
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Solas Capital Management
Connecticut
$11.9M
AR
2
Advisory Research
Illinois
$9.6M
PAPAIJV
3
Paragon Associates & Paragon Associates II Joint Venture
Texas
$3.89M +$616K +198,245 +18%
Invesco
4
Invesco
Georgia
$2.87M
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.1M
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$535K -$91.3K -29,373 -14%
BCM
7
Bridgeway Capital Management
Texas
$455K
TCS
8
Texas Children's
Texas
$349K +$358K +115,112 New
BlackRock
9
BlackRock
New York
$143K -$75K -24,111 -34%
Renaissance Technologies
10
Renaissance Technologies
New York
$56K -$47K -15,100 -45%
Qube Research & Technologies (QRT)
11
Qube Research & Technologies (QRT)
United Kingdom
$55K +$56.5K +18,167 New
Deutsche Bank
12
Deutsche Bank
Germany
$39K
Northern Trust
13
Northern Trust
Illinois
$30K -$647 -208 -2%
UBS Group
14
UBS Group
Switzerland
$5K -$1.36K -439 -22%
RFA
15
Reilly Financial Advisors
California
$3K
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$3K
TRCT
17
Tower Research Capital (TRC)
New York
$3K +$2.89K +930 +7,154%
Millennium Management
18
Millennium Management
New York
-$744K -252,066 Closed
Goldman Sachs
19
Goldman Sachs
New York
-$262K -88,796 Closed
JP Morgan Chase
20
JP Morgan Chase
New York
-$63.9K -20,550 -100%
B
21
Bailard
California
-$45K -15,341 Closed
Bank of America
22
Bank of America
North Carolina
+$106 +34 New
Wells Fargo
23
Wells Fargo
California
+$348 +112 New

EPSN Hedge Fund Activity: Q3 2020 in Review

20 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Epsilon Energy (EPSN) for Q3 2020, worth a combined $31M — up 1.6% from $30.5M a quarter earlier.

Fund positioning in EPSN was balanced in Q3 2020: 4 funds opened new positions, 4 closed out, 2 added to existing stakes and 6 trimmed.

The largest buyer was Paragon Associates & Paragon Associates II Joint Venture, adding an estimated $616K. The largest seller was Millennium Management, exiting entirely with an estimated $744K sold.

  • 20 institutional investors held Epsilon Energy (EPSN) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $31M of Epsilon Energy stock for Q3 2020, up 1.6% quarter-over-quarter.
  • 4 funds opened new Epsilon Energy positions in Q3 2020 and 4 closed out, a net change of 0 holders.
  • The largest Epsilon Energy buyer in Q3 2020 was Paragon Associates & Paragon Associates II Joint Venture, an estimated $616K added.
  • The largest Epsilon Energy seller in Q3 2020 was Millennium Management, an estimated $744K sold.

Based on aggregated 13F filings for Q3 2020.