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 (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Aqr Capital Management Llc, Citadel Advisors Llc, Goldman Sachs Group Inc, Quantinno Capital Management Lp, and Renaissance Technologies LLC.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Sell | -277,228 | -85.1% | 48,677 | $179.13K | Q2 2026 | Sep 02, 2026 |
| California State Teachers Retirement System | Buy | +443 | — | 443 | $1.63K | Q2 2026 | Aug 24, 2026 |
| Mercer Global Advisors Inc | Buy | +29,026 | +204.1% | 43,250 | $159.16K | Q2 2026 | Aug 19, 2026 |
| Aqr Capital Management Llc | Buy | +342,166 | +1020.6% | 375,692 | $1.38M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Sell | -121,110 | -42.4% | 164,526 | $605.46K | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors Llc | Buy | +56,389 | +162.1% | 91,173 | $335.51K | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | Buy | +52,282 | — | 52,282 | $192.40K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +43,859 | +64.7% | 111,648 | $410.86K | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager Lp | Sell | -42,805 | -67.9% | 20,198 | $74.33K | Q2 2026 | Aug 14, 2026 |
| Graham Capital Management, L.P. | Sell | -35,481 | -57.3% | 26,387 | $97.10K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -33,070 | -3.2% | 996,428 | $3.67M | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | Buy | +18,776 | +67.8% | 46,464 | $170.99K | Q2 2026 | Aug 14, 2026 |
| Charles Schwab Investment Management Inc | Buy | +9,889 | +11.1% | 98,676 | $363.13K | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -7,268 | -10.2% | 63,830 | $234.90K | Q2 2026 | Aug 14, 2026 |
| Alliancebernstein L.P. | Buy | +7,000 | +28.4% | 31,610 | $144.77K | Q2 2026 | Aug 14, 2026 |
| Wellington Management Group Llp | Buy | +3,236 | +19.6% | 19,783 | $72.80K | Q2 2026 | Aug 14, 2026 |
| Xtx Topco Ltd | Sell | -2,992 | -20.4% | 11,671 | $42.95K | Q2 2026 | Aug 14, 2026 |
| Barclays Plc | Sell | -933 | -9.4% | 9,017 | $33.18K | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -488 | -0.8% | 63,157 | $232.42K | Q2 2026 | Aug 14, 2026 |
| Mirae Asset Global Etfs Holdings Ltd. | Sell | -370 | -2.4% | 14,806 | $54.49K | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group Llc | Buy | +298 | — | 298 | $1.10K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +160 | +2.0% | 8,069 | $29.69K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -147 | -13.5% | 941 | $3.00K | Q2 2026 | Aug 14, 2026 |
| Michels Family Financial, Llc | Buy | +79 | +0.6% | 12,458 | $45.85K | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management Lp | Buy | +105,080 | +157.9% | 171,610 | $631.53K | Q2 2026 | Aug 13, 2026 |
| Renaissance Technologies LLC | Buy | +76,917 | +8.1% | 1,029,814 | $3.79M | Q2 2026 | Aug 13, 2026 |
| Northern Trust Corp | Sell | -43,368 | -14.0% | 265,468 | $976.92K | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Buy | +41,582 | +612.9% | 48,366 | $177.99K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -39,566 | -19.9% | 158,947 | $584.92K | Q2 2026 | Aug 13, 2026 |
| Vanguard Portfolio Management Llc | Buy | +34,985 | +18.7% | 222,300 | $818.06K | Q2 2026 | Aug 13, 2026 |
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.
Related EPM Institutional Insights
- EPM Overview
- EPM 13F Institutional Holders
- EPM Top Institutional Shareholders
- Energy Sector Institutional Ownership
- Energy Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Energy Stocks By Institutional Investors
- Most Sold Energy Stocks By Institutional Investors
- EPM Insider Trading & SEC Form 4 Activity
- EPM Articles
- Top Institutional Investor Stock Rankings