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EVEP

EV Energy Partners, L.P.
EVEP

Delisted

EVEP was delisted on the 10th of May, 2018.

32 hedge funds and large institutions have $2.74M invested in EV Energy Partners, L.P. in 2017 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $2.68M → $2.74M (+$62K)

14% less funds holding

Funds holding: 3732 (-5)

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

73% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 15

Holders
32
Holders Change
-5
Holders Change %
-13.51%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
4
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$2.17M +$104K +196,242 +6%
RC
2
RBF Capital
California
$165K -$11.1K -20,970 -7%
California Public Employees Retirement System
3
California Public Employees Retirement System
California
$84K
RJA
4
Raymond James & Associates
Florida
$77K -$23.1K -43,666 -26%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$36K -$1.58K -2,990 -5%
Citadel Advisors
6
Citadel Advisors
Florida
$23K +$19.2K +36,317 New
UBS Group
7
UBS Group
Switzerland
$18K +$3.11K +5,862 +26%
Citigroup
8
Citigroup
New York
$17K -$2.53K -4,778 -15%
Creative Planning
9
Creative Planning
Kansas
$16K -$24.1K -45,524 -65%
CG
10
Cutler Group
California
$15K -$6.62K -12,500 -34%
SWP
11
Stratos Wealth Partners
Ohio
$14K -$260 -491 -2%
SXL
12
Summit X LLC
Missouri
$12K -$424 -800 -5%
Bank of America
13
Bank of America
North Carolina
$12K -$166 -314 -2%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$12K
OC
15
Oppenheimer & Co
New York
$11K -$243 -458 -2%
HighTower Advisors
16
HighTower Advisors
Illinois
$10K
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$10K +$2.12K +4,002 +31%
PAG
18
Private Advisor Group
New Jersey
$10K +$9.64K +18,200 New
HCM
19
Hilton Capital Management
New York
$9K
IA
20
IFP Advisors
Florida
$7K -$1.42K -2,686 -19%
Stifel Financial
21
Stifel Financial
Missouri
$7K -$238 -450 -4%
CPIG
22
Chicago Partners Investment Group
Illinois
$5K +$376 +709 +10%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1K -$662 -1,250 -51%
Wells Fargo
24
Wells Fargo
California
$1K -$40 -75 -5%
Fifth Third Bancorp
25
Fifth Third Bancorp
Ohio
$1K

EVEP Hedge Fund Activity: Q3 2017 in Review

32 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in EV Energy Partners, L.P. (EVEP) for Q3 2017, worth a combined $2.74M — up 2.3% from $2.68M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of EVEP and 2 opened new positions — a net loss of 4 holders — while 15 trimmed existing stakes and 4 added.

The largest buyer was Morgan Stanley, adding an estimated $104K. The largest seller was Creative Planning, cutting an estimated $24.1K.

  • 32 institutional investors held EV Energy Partners, L.P. (EVEP) as of Q3 2017, down from 37 in Q2 2017.
  • Funds reported $2.74M of EV Energy Partners, L.P. stock for Q3 2017, up 2.3% quarter-over-quarter.
  • 2 funds opened new EV Energy Partners, L.P. positions in Q3 2017 and 6 closed out, a net change of -4 holders.
  • The largest EV Energy Partners, L.P. buyer in Q3 2017 was Morgan Stanley, an estimated $104K added.
  • The largest EV Energy Partners, L.P. seller in Q3 2017 was Creative Planning, an estimated $24.1K sold.

Based on aggregated 13F filings for Q3 2017.