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Epsilon Energy

56 hedge funds and large institutions have $67.3M invested in Epsilon Energy in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,804% more call options, than puts

Call options by funds: $976K | Put options by funds: $25K

85% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 13

0% more funds holding

Funds holding: 5656 (0)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

1.83% less ownership

Funds ownership: 56.84%55.01% (-1.8%)

19% less capital invested

Capital invested by funds: $83.2M → $67.3M (-$15.9M)

Holders
56
Holders Change
Holders Change %
0%
% of All Funds
0.89%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
9
Increased
24
Reduced
13
Closed
9
Calls
$976K
Puts
$25K
Net Calls
+$951K
Net Calls Change
+$914K
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Solas Capital Management
Connecticut
$19.3M +$1.71M +300,000 +9%
PDIP
2
Palo Duro Investment Partners
Illinois
$8.72M +$9.3M +1,633,385 New
PAPAIJV
3
Paragon Associates & Paragon Associates II Joint Venture
Texas
$5.83M +$142K +25,000 +2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$4.39M -$867K -152,138 -16%
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$3.91M +$3.3M +578,801 +375%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$3.86M +$1.07M +187,115 +35%
SAM
7
Soviero Asset Management
New York
$1.98M -$738K -129,494 -26%
Millennium Management
8
Millennium Management
New York
$1.74M +$1.01M +177,718 +120%
Renaissance Technologies
9
Renaissance Technologies
New York
$1.69M +$147K +25,800 +9%
CP
10
Clayton Partners
California
$1.67M
Invesco
11
Invesco
Georgia
$1.45M
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$1.37M -$510K -89,448 -26%
DI
13
Dalton Investments
Nevada
$1.33M
BCM
14
Bridgeway Capital Management
Texas
$1.26M +$290K +50,965 +28%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$844K
BlackRock
16
BlackRock
New York
$760K +$523K +91,749 +181%
PAIM
17
Punch & Associates Investment Management
Minnesota
$747K
Two Sigma Investments
18
Two Sigma Investments
New York
$725K +$506K +88,776 +189%
MFFIA
19
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$568K +$22.8K +4,000 +4%
Two Sigma Advisers
20
Two Sigma Advisers
New York
$540K +$576K +101,200 New
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$457K +$258K +45,229 +112%
American Century Companies
22
American Century Companies
Missouri
$446K +$172K +30,126 +56%
State Street
23
State Street
Massachusetts
$378K
OSAM
24
O'Shaughnessy Asset Management
Connecticut
$355K -$139K -24,481 -27%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$275K +$6 +1 +0%

EPSN Hedge Fund Activity: Q1 2023 in Review

56 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Epsilon Energy (EPSN) for Q1 2023, worth a combined $67.3M — down 19% from $83.2M a quarter earlier.

Fund positioning in EPSN was balanced in Q1 2023: 9 funds opened new positions, 9 closed out, 24 added to existing stakes and 13 trimmed.

The largest buyer was Adage Capital Partners, adding an estimated $3.3M. The largest seller was Advisory Research, exiting entirely with an estimated $21M sold.

  • 56 institutional investors held Epsilon Energy (EPSN) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $67.3M of Epsilon Energy stock for Q1 2023, down 19% quarter-over-quarter.
  • 9 funds opened new Epsilon Energy positions in Q1 2023 and 9 closed out, a net change of 0 holders.
  • The largest Epsilon Energy buyer in Q1 2023 was Adage Capital Partners, an estimated $3.3M added.
  • The largest Epsilon Energy seller in Q1 2023 was Advisory Research, an estimated $21M sold.

Based on aggregated 13F filings for Q1 2023.