EVOLUTION PETROLEUM CORP (EPM) Institutional Ownership Changes & 13F Activity

EVOLUTION PETROLEUM CORP (EPM). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Renaissance Technologies LLC, Sequoia Financial Advisors, and Yacktman Asset Management.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Renaissance Technologies LLCSell-109,400952,897$4,364,268
Q4 2025Renaissance Technologies LLCBuy2,3001,062,297$3,760,531
Q3 2025Renaissance Technologies LLCSell-12,9001,059,997$5,109,186
Q2 2025Renaissance Technologies LLCSell-23,4001,072,897$5,042,616
Q1 2025Renaissance Technologies LLCBuy3411,096,297$5,678,818
Q4 2024Renaissance Technologies LLCSell-25,6411,095,956$5,731,850
Q3 2024Renaissance Technologies LLCSell-193,7861,121,597$5,955,680
Q2 2024Renaissance Technologies LLCBuy58,5861,315,383$6,932,068
Q2 2024Sequoia Financial AdvisorsBuy57,94157,941$305,349
Q1 2024Renaissance Technologies LLCSell-107,4001,256,797$7,717
Q4 2023Renaissance Technologies LLCSell-130,4001,364,197$7,926
Q3 2023Renaissance Technologies LLCSell-44,7871,494,597$10,223
Q2 2023Renaissance Technologies LLCSell-224,8131,539,384$12,423
Q1 2023Renaissance Technologies LLCBuy103,9001,764,197$11,132
Q4 2022Yacktman Asset ManagementSell-70,000100,000$755,000
Q4 2022Renaissance Technologies LLCSell-47,0161,660,297$12,535
Q3 2022Renaissance Technologies LLCSell-351,8801,707,313$11,883
Q2 2022Yacktman Asset ManagementSell-35,000170,000$928
Q2 2022Renaissance Technologies LLCSell-25,2202,059,193$11,243
Q1 2022Renaissance Technologies LLCSell-3,2002,084,413$14,153
Q4 2021Renaissance Technologies LLCBuy75,2602,087,613$10,542
Q3 2021Renaissance Technologies LLCSell-171,8642,012,353$11,430
Q2 2021Renaissance Technologies LLCSell-293,3052,184,217$10,834
Q2 2021Yacktman Asset ManagementBuy40,000205,000$1,017
Q1 2021Renaissance Technologies LLCBuy114,3502,477,522$8,374
Q4 2020Yacktman Asset ManagementBuy165,000165,000$470
Q4 2020Renaissance Technologies LLCSell-19,8002,363,172$6,735
Q3 2020Renaissance Technologies LLCSell-2,2002,382,972$5,338
Q2 2020Renaissance Technologies LLCSell-8,0002,385,172$6,678
Q1 2020Renaissance Technologies LLCSell-201,8002,393,172$6,246

Frequently asked questions about EPM activity

  • Which institutional owners are buying EPM?

    Institutional owners buying EPM include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in EPM activity?

    "Buy" means an investor increased their reported position in EPM compared to the prior reporting period. This reflects growing exposure to EVOLUTION PETROLEUM CORP (EPM) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in EPM increasing?

    Institutional interest in EPM can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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