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Epsilon Energy

56 hedge funds and large institutions have $71.6M invested in Epsilon Energy in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,377% more call options, than puts

Call options by funds: $765K | Put options by funds: $22K

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

6% more capital invested

Capital invested by funds: $67.3M → $71.6M (+$4.27M)

3.48% more ownership

Funds ownership: 55.01%58.49% (+3.5%)

0% more funds holding

Funds holding: 5656 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

16% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 19

Holders
56
Holders Change
Holders Change %
0%
% of All Funds
0.88%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
10
Increased
16
Reduced
19
Closed
10
Calls
$765K
Puts
$22K
Net Calls
+$743K
Net Calls Change
-$208K
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Solas Capital Management
Connecticut
$19.3M
PDIP
2
Palo Duro Investment Partners
Illinois
$8.72M
Adage Capital Partners
3
Adage Capital Partners
Massachusetts
$5.34M +$1.38M +267,389 +36%
PAPAIJV
4
Paragon Associates & Paragon Associates II Joint Venture
Texas
$4.81M -$992K -191,963 -18%
MIOT
5
Massachusetts Institute of Technology
Massachusetts
$4.69M +$4.54M +879,098 New
Vanguard Group
6
Vanguard Group
Pennsylvania
$4.37M -$16.4K -3,164 -0.4%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$3.73M -$128K -24,814 -3%
SAM
8
Soviero Asset Management
New York
$1.71M -$258K -50,000 -14%
CP
9
Clayton Partners
California
$1.68M +$11.4K +2,200 +0.7%
BCM
10
Bridgeway Capital Management
Texas
$1.63M +$357K +69,135 +29%
Renaissance Technologies
11
Renaissance Technologies
New York
$1.54M -$149K -28,736 -9%
Invesco
12
Invesco
Georgia
$1.45M
DI
13
Dalton Investments
Nevada
$1.33M
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$1.02M +$983K +190,116 New
PAIM
15
Punch & Associates Investment Management
Minnesota
$1.02M +$261K +50,570 +36%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$935K +$88.8K +17,168 +11%
Millennium Management
17
Millennium Management
New York
$762K -$944K -182,661 -56%
LPL Financial
18
LPL Financial
California
$658K +$637K +123,300 New
BlackRock
19
BlackRock
New York
$620K -$136K -26,238 -18%
Two Sigma Advisers
20
Two Sigma Advisers
New York
$608K +$65.7K +12,700 +13%
Two Sigma Investments
21
Two Sigma Investments
New York
$570K -$149K -28,902 -21%
MFFIA
22
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$568K
American Century Companies
23
American Century Companies
Missouri
$486K +$34.9K +6,744 +8%
JP Morgan Chase
24
JP Morgan Chase
New York
$460K +$399K +77,193 +856%
State Street
25
State Street
Massachusetts
$378K

EPSN Hedge Fund Activity: Q2 2023 in Review

56 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Epsilon Energy (EPSN) for Q2 2023, worth a combined $71.6M — up 6.3% from $67.3M a quarter earlier.

Fund positioning in EPSN was balanced in Q2 2023: 10 funds opened new positions, 10 closed out, 16 added to existing stakes and 19 trimmed.

The largest buyer was Massachusetts Institute of Technology, opening a new position worth an estimated $4.54M. The largest seller was Acadian Asset Management, cutting an estimated $1.27M.

  • 56 institutional investors held Epsilon Energy (EPSN) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $71.6M of Epsilon Energy stock for Q2 2023, up 6.3% quarter-over-quarter.
  • 10 funds opened new Epsilon Energy positions in Q2 2023 and 10 closed out, a net change of 0 holders.
  • The largest Epsilon Energy buyer in Q2 2023 was Massachusetts Institute of Technology, an estimated $4.54M added.
  • The largest Epsilon Energy seller in Q2 2023 was Acadian Asset Management, an estimated $1.27M sold.

Based on aggregated 13F filings for Q2 2023.