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EVEP

EV Energy Partners, L.P.
EVEP

Delisted

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

38 hedge funds and large institutions have $2.28M invested in EV Energy Partners, L.P. in 2017 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 3 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

120% more call options, than puts

Call options by funds: $11K | Put options by funds: $5K

19% more funds holding

Funds holding: 3238 (+6)

17% less capital invested

Capital invested by funds: $2.74M → $2.28M (-$467K)

80% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 15

Holders
38
Holders Change
+6
Holders Change %
+18.75%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
3
Reduced
15
Closed
5
Calls
$11K
Puts
$5K
Net Calls
+$6K
Net Calls Change
+$6K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$1.71M -$38.8K -58,959 -2%
RC
2
RBF Capital
California
$124K -$11K -16,781 -6%
California Public Employees Retirement System
3
California Public Employees Retirement System
California
$67K
VF
4
Virtu Financial
New York
$61K +$78.5K +119,382 New
RJA
5
Raymond James & Associates
Florida
$56K -$8.21K -12,498 -10%
IAA
6
Independent Advisor Alliance
North Carolina
$37K +$35.6K +54,221 New
UBS Group
7
UBS Group
Switzerland
$27K +$16.3K +24,783 +88%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$25K -$5.4K -8,212 -15%
Citigroup
9
Citigroup
New York
$18K +$5.19K +7,900 +29%
POIA
10
Pin Oak Investment Advisors
Texas
$18K +$23.3K +35,500 New
XSC
11
X-Square Capital
Puerto Rico
$15K +$19.7K +30,000 New
Creative Planning
12
Creative Planning
Kansas
$12K -$26 -40 -0.2%
CG
13
Cutler Group
California
$11K -$946 -1,439 -6%
SWP
14
Stratos Wealth Partners
Ohio
$10K -$1.68K -2,562 -12%
KA
15
Kovack Advisors
Florida
$10K +$13.1K +20,000 New
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$9K -$22 -33 -0.2%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$9K +$11K +16,765 New
HighTower Advisors
18
HighTower Advisors
Illinois
$8K
SXL
19
Summit X LLC
Missouri
$7K -$2.63K -4,000 -24%
HCM
20
Hilton Capital Management
New York
$7K
UCFA
21
United Capital Financial Advisors
Texas
$7K +$9.15K +13,917 New
Stifel Financial
22
Stifel Financial
Missouri
$6K -$720 -1,095 -10%
Wells Fargo
23
Wells Fargo
California
$6K +$6.05K +9,201 +681%
Bank of America
24
Bank of America
North Carolina
$4K -$7.03K -10,700 -58%
IA
25
IFP Advisors
Florida
$3K -$3.79K -5,759 -51%

EVEP Hedge Fund Activity: Q4 2017 in Review

38 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in EV Energy Partners, L.P. (EVEP) for Q4 2017, worth a combined $2.28M — down 17% from $2.74M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new EVEP positions and 5 closed out — a net gain of 6 holders — while 3 added to existing stakes and 15 trimmed.

The largest buyer was Virtu Financial, opening a new position worth an estimated $78.5K. The largest seller was Morgan Stanley, cutting an estimated $38.8K.

  • 38 institutional investors held EV Energy Partners, L.P. (EVEP) as of Q4 2017, up from 32 in Q3 2017.
  • Funds reported $2.28M of EV Energy Partners, L.P. stock for Q4 2017, down 17% quarter-over-quarter.
  • 11 funds opened new EV Energy Partners, L.P. positions in Q4 2017 and 5 closed out, a net change of +6 holders.
  • The largest EV Energy Partners, L.P. buyer in Q4 2017 was Virtu Financial, an estimated $78.5K added.
  • The largest EV Energy Partners, L.P. seller in Q4 2017 was Morgan Stanley, an estimated $38.8K sold.

Based on aggregated 13F filings for Q4 2017.