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Epsilon Energy

47 hedge funds and large institutions have $65.7M invested in Epsilon Energy in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $251K | Put options by funds: $152K

5% more capital invested

Capital invested by funds: $62.6M → $65.7M (+$3.09M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.05% less ownership

Funds ownership: 55.59%54.53% (-1.1%)

2% less funds holding

Funds holding: 4847 (-1)

12% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 17

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
47
Holders Change
-1
Holders Change %
-2.08%
% of All Funds
0.68%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
6
Increased
15
Reduced
17
Closed
7
Calls
$251K
Puts
$152K
Net Calls
+$99K
Net Calls Change
-$818K
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Solas Capital Management
Connecticut
$20.7M
PDIP
2
Palo Duro Investment Partners
Illinois
$7.33M -$146K -29,239 -2%
Adage Capital Partners
3
Adage Capital Partners
Massachusetts
$6.11M +$249K +50,000 +5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$5.27M +$12.6K +2,537 +0.3%
PAPAIJV
5
Paragon Associates & Paragon Associates II Joint Venture
Texas
$4.4M
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$3.7M
BCM
7
Bridgeway Capital Management
Texas
$2.15M +$76.1K +15,294 +4%
BAM
8
Ballast Asset Management
Texas
$2.1M +$174K +35,028 +10%
CP
9
Clayton Partners
California
$1.88M +$40.5K +8,135 +2%
PAIM
10
Punch & Associates Investment Management
Minnesota
$1.81M -$83.3K -16,735 -5%
DI
11
Dalton Investments
Nevada
$1.37M
Geode Capital Management
12
Geode Capital Management
Massachusetts
$1.19M +$35.5K +7,127 +3%
Renaissance Technologies
13
Renaissance Technologies
New York
$1.09M -$108K -21,742 -10%
DLP
14
De Lisle Partners
United Kingdom
$704K +$637K +128,094 New
MFFIA
15
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$629K
American Century Companies
16
American Century Companies
Missouri
$502K +$179 +36 +0%
State Street
17
State Street
Massachusetts
$472K
BlackRock
18
BlackRock
New York
$467K -$254K -51,051 -38%
EF
19
Empowered Funds
Pennsylvania
$419K +$28.6K +5,742 +8%
LPL Financial
20
LPL Financial
California
$371K -$221K -44,350 -40%
OSAM
21
O'Shaughnessy Asset Management
Connecticut
$272K -$73.8K -14,838 -23%
Qube Research & Technologies (QRT)
22
Qube Research & Technologies (QRT)
United Kingdom
$269K -$47.1K -9,465 -16%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$265K -$18.3K -3,674 -7%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$265K -$94.1K -18,900 -28%
Two Sigma Investments
25
Two Sigma Investments
New York
$236K -$95K -19,093 -31%

EPSN Hedge Fund Activity: Q1 2024 in Review

47 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Epsilon Energy (EPSN) for Q1 2024, worth a combined $65.7M — up 4.9% from $62.6M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of EPSN and 6 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 15 added.

The largest buyer was Adage Capital Partners, adding an estimated $249K. The largest seller was Invesco, exiting entirely with an estimated $1.38M sold.

  • 47 institutional investors held Epsilon Energy (EPSN) as of Q1 2024, down from 48 in Q4 2023.
  • Funds reported $65.7M of Epsilon Energy stock for Q1 2024, up 4.9% quarter-over-quarter.
  • 6 funds opened new Epsilon Energy positions in Q1 2024 and 7 closed out, a net change of -1 holder.
  • The largest Epsilon Energy buyer in Q1 2024 was Adage Capital Partners, an estimated $249K added.
  • The largest Epsilon Energy seller in Q1 2024 was Invesco, an estimated $1.38M sold.

Based on aggregated 13F filings for Q1 2024.