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Epsilon Energy

56 hedge funds and large institutions have $83.2M invested in Epsilon Energy in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

38% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 16

17% more funds holding

Funds holding: 4856 (+8)

6% more capital invested

Capital invested by funds: $78.7M → $83.2M (+$4.53M)

2.56% more ownership

Funds ownership: 54.28%56.84% (+2.6%)

Holders
56
Holders Change
+8
Holders Change %
+16.67%
% of All Funds
0.9%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
12
Increased
22
Reduced
16
Closed
4
Calls
$37K
Puts
Net Calls
+$37K
Net Calls Change
-$132K
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Solas Capital Management
Connecticut
$21.9M
AR
2
Advisory Research
Illinois
$21M
PAPAIJV
3
Paragon Associates & Paragon Associates II Joint Venture
Texas
$7.07M -$1.38M -199,746 -16%
Vanguard Group
4
Vanguard Group
Pennsylvania
$6.46M +$1.56M +225,574 +30%
SAM
5
Soviero Asset Management
New York
$3.31M +$1.38M +199,494 +66%
Acadian Asset Management
6
Acadian Asset Management
Massachusetts
$2.29M +$347K +50,368 +17%
CP
7
Clayton Partners
California
$2.07M +$18.4K +2,666 +0.9%
Renaissance Technologies
8
Renaissance Technologies
New York
$1.93M -$21.4K -3,100 -1%
Invesco
9
Invesco
Georgia
$1.81M -$345K -50,000 -16%
DI
10
Dalton Investments
Nevada
$1.66M
BCM
11
Bridgeway Capital Management
Texas
$1.23M +$69.8K +10,117 +6%
EI
12
EAM Investors
California
$1.19M -$340K -49,375 -22%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$1.05M -$21.6K -3,139 -2%
Adage Capital Partners
14
Adage Capital Partners
Massachusetts
$1.02M +$555K +80,535 +109%
Millennium Management
15
Millennium Management
New York
$979K -$213K -30,835 -17%
PAIM
16
Punch & Associates Investment Management
Minnesota
$927K +$272K +39,377 +39%
Citadel Advisors
17
Citadel Advisors
Florida
$750K +$350K +50,730 +81%
NA
18
Navellier & Associates
Nevada
$709K -$16.1K -2,333 -2%
MFFIA
19
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$679K +$706K +102,400 New
OSAM
20
O'Shaughnessy Asset Management
Connecticut
$603K +$22.6K +3,274 +4%
State Street
21
State Street
Massachusetts
$469K -$4.14K -600 -0.8%
American Century Companies
22
American Century Companies
Missouri
$359K +$89.6K +12,988 +32%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$342K -$55.9K -8,112 -14%
BlackRock
24
BlackRock
New York
$335K +$15.6K +2,258 +5%
Marshall Wace
25
Marshall Wace
United Kingdom
$314K -$38.7K -5,611 -11%

EPSN Hedge Fund Activity: Q4 2022 in Review

56 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Epsilon Energy (EPSN) for Q4 2022, worth a combined $83.2M — up 5.8% from $78.7M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new EPSN positions and 4 closed out — a net gain of 8 holders — while 22 added to existing stakes and 16 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.56M. The largest seller was Paragon Associates & Paragon Associates II Joint Venture, cutting an estimated $1.38M.

  • 56 institutional investors held Epsilon Energy (EPSN) as of Q4 2022, up from 48 in Q3 2022.
  • Funds reported $83.2M of Epsilon Energy stock for Q4 2022, up 5.8% quarter-over-quarter.
  • 12 funds opened new Epsilon Energy positions in Q4 2022 and 4 closed out, a net change of +8 holders.
  • The largest Epsilon Energy buyer in Q4 2022 was Vanguard Group, an estimated $1.56M added.
  • The largest Epsilon Energy seller in Q4 2022 was Paragon Associates & Paragon Associates II Joint Venture, an estimated $1.38M sold.

Based on aggregated 13F filings for Q4 2022.