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Epsilon Energy

53 hedge funds and large institutions have $64.6M invested in Epsilon Energy in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 9 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

19,133% more call options, than puts

Call options by funds: $1.15M | Put options by funds: $6K

200% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 9

3.3% less ownership

Funds ownership: 58.49%55.18% (-3.3%)

5% less funds holding

Funds holding: 5653 (-3)

10% less capital invested

Capital invested by funds: $71.6M → $64.6M (-$7.02M)

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
53
Holders Change
-3
Holders Change %
-5.36%
% of All Funds
0.84%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
10
Increased
27
Reduced
9
Closed
12
Calls
$1.15M
Puts
$6K
Net Calls
+$1.15M
Net Calls Change
+$405K
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Solas Capital Management
Connecticut
$19.9M +$891K +160,000 +4%
PDIP
2
Palo Duro Investment Partners
Illinois
$7.2M -$1.5M -269,477 -16%
Adage Capital Partners
3
Adage Capital Partners
Massachusetts
$5.53M +$257K +46,150 +5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$4.98M +$690K +123,800 +15%
PAPAIJV
5
Paragon Associates & Paragon Associates II Joint Venture
Texas
$4.36M -$418K -75,000 -8%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$3.62M -$67.8K -12,160 -2%
BCM
7
Bridgeway Capital Management
Texas
$1.86M +$262K +47,014 +15%
CP
8
Clayton Partners
California
$1.77M +$111K +20,000 +6%
PAIM
9
Punch & Associates Investment Management
Minnesota
$1.48M +$501K +90,000 +47%
Renaissance Technologies
10
Renaissance Technologies
New York
$1.47M -$55K -9,864 -3%
Invesco
11
Invesco
Georgia
$1.44M
DI
12
Dalton Investments
Nevada
$1.32M
BAM
13
Ballast Asset Management
Texas
$1.29M +$1.36M +243,782 New
Geode Capital Management
14
Geode Capital Management
Massachusetts
$1.04M +$122K +21,960 +13%
LPL Financial
15
LPL Financial
California
$932K +$296K +53,180 +43%
BlackRock
16
BlackRock
New York
$789K +$186K +33,333 +29%
MFFIA
17
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$593K +$33.4K +6,000 +6%
Two Sigma Investments
18
Two Sigma Investments
New York
$492K -$76.1K -13,656 -13%
American Century Companies
19
American Century Companies
Missouri
$483K +$2.47K +444 +0.5%
Two Sigma Advisers
20
Two Sigma Advisers
New York
$462K -$147K -26,339 -23%
OSAM
21
O'Shaughnessy Asset Management
Connecticut
$400K +$66.3K +11,904 +19%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$361K +$381K +68,327 New
State Street
23
State Street
Massachusetts
$340K -$35.1K -6,307 -9%
EF
24
Empowered Funds
Pennsylvania
$339K +$29.1K +5,214 +9%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$272K +$6 +1 +0%

EPSN Hedge Fund Activity: Q3 2023 in Review

53 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Epsilon Energy (EPSN) for Q3 2023, worth a combined $64.6M — down 9.8% from $71.6M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of EPSN and 10 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 27 added.

The largest buyer was Solas Capital Management, adding an estimated $891K. The largest seller was Massachusetts Institute of Technology, exiting entirely with an estimated $4.69M sold.

  • 53 institutional investors held Epsilon Energy (EPSN) as of Q3 2023, down from 56 in Q2 2023.
  • Funds reported $64.6M of Epsilon Energy stock for Q3 2023, down 9.8% quarter-over-quarter.
  • 10 funds opened new Epsilon Energy positions in Q3 2023 and 12 closed out, a net change of -2 holders.
  • The largest Epsilon Energy buyer in Q3 2023 was Solas Capital Management, an estimated $891K added.
  • The largest Epsilon Energy seller in Q3 2023 was Massachusetts Institute of Technology, an estimated $4.69M sold.

Based on aggregated 13F filings for Q3 2023.