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