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 (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Goldman Sachs Group Inc, Millennium Management Llc, American Century Companies Inc, Point72 Asset Management, L.P., and Citadel Advisors Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Wells Fargo & Company/MnSell-18,334-21.3%67,789$310.48KQ1 2026Jul 08, 2026
Bank Of America CorpBuy+7,158+11.2%71,098$325.63KQ1 2026May 18, 2026
Sunbelt Securities, Inc.Buy+5—5$23.00Q1 2026May 18, 2026
Goldman Sachs Group IncBuy+150,063+110.7%285,636$1.31MQ1 2026May 15, 2026
Millennium Management LlcBuy+87,835—87,835$402.28KQ1 2026May 15, 2026
American Century Companies IncBuy+63,461+6.2%1,084,339$4.97MQ1 2026May 15, 2026
Point72 Asset Management, L.P.Buy+61,374+57.7%167,761$768.35KQ1 2026May 15, 2026
Citadel Advisors LlcBuy+54,902+20.3%325,905$1.49MQ1 2026May 15, 2026
Quantinno Capital Management LpSell-50,718-43.3%66,530$304.71KQ1 2026May 15, 2026
Engineers Gate Manager LpBuy+48,332+329.4%63,003$288.55KQ1 2026May 15, 2026
Barclays PlcSell-42,789-81.1%9,950$45.57KQ1 2026May 15, 2026
Schonfeld Strategic Advisors LlcSell-39,025-52.9%34,784$159.31KQ1 2026May 15, 2026
Graham Capital Management, L.P.Buy+33,978+121.8%61,868$283.36KQ1 2026May 15, 2026
Susquehanna International Group, LlpBuy+32,566+104.8%63,645$291.49KQ1 2026May 15, 2026
Odyssean, LlcBuy+31,931—31,931$146.24KQ1 2026May 15, 2026
D. E. Shaw & Co., Inc.Buy+27,688—27,688$126.81KQ1 2026May 15, 2026
Geode Capital Management, LlcBuy+21,662+2.9%778,365$3.57MQ1 2026May 15, 2026
Aqr Capital Management LlcBuy+21,232+172.7%33,526$153.55KQ1 2026May 15, 2026
Xtx Topco LtdBuy+14,663—14,663$67.16KQ1 2026May 15, 2026
Focus Partners WealthBuy+13,938—13,938$63.84KQ1 2026May 15, 2026
Two Sigma Investments, LpSell-10,602-37.0%18,033$82.59KQ1 2026May 15, 2026
Equitable Holdings, Inc.Buy+10,000—10,000$35.40KQ1 2026May 15, 2026
Morgan StanleySell-8,634-1.3%651,329$2.98MQ1 2026May 15, 2026
Mercer Global Advisors IncSell-7,998-36.0%14,224$65.15KQ1 2026May 15, 2026
Price T Rowe Associates IncBuy+7,924+51.9%23,204$107.00KQ1 2026May 15, 2026
Charles Schwab Investment Management IncSell-7,107-7.4%88,787$406.64KQ1 2026May 15, 2026
Wellington Management Group LlpSell-5,601-25.3%16,547$75.78KQ1 2026May 15, 2026
Manufacturers Life Insurance Company, TheSell-3,793-27.4%10,043$46.00KQ1 2026May 15, 2026
State Street CorpSell-2,670-0.4%692,504$3.17MQ1 2026May 15, 2026
Smartleaf Asset Management LlcBuy+1,467+319.6%1,926$8.99KQ1 2026May 15, 2026
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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.