EPM

Evolution Petroleum CORP

+$17.6M

Net Activity

Institutions Holding

121

Popularity Rank

#4066

Avg Weight

0.03%

Total Value

$82.2M

Ownership Trend

121 institutions currently hold EPM, with 62 net buyers and 60 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

60

Net Buying Institutions

62

Key Holders

Key Holders

Top 5 by Value

BI
BlackRock, Inc.
$10.8M
WA
WealthTrust Axiom LLC
$9.8M
DF
Dimensional Fund Advisors LP
$6.7M
VC
Vanguard Capital Management LLC
$5.7M
AC
American Century Companies INC
$5.0M

Top 5 by Conviction

WA
WealthTrust Axiom LLC
2.41%
RF
Register Financial Advisors LLC
0.57%
CP
Castleview Partners, LLC
0.22%
NS
North Star Investment Management Corp.
0.12%
CA
CWA Asset Management Group, LLC
0.11%
View all 121 holding institutions

Quarterly Activity

Recent Activity

+$44.5M

Total Buy Value

$29.1M

Total Sell Value

New buy23
Trim40
Add39
Sold out20

62

Net Buyers

60

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding EVOLUTION PETROLEUM CORP (EPM)?
Major stakeholders currently include BlackRock, Inc. ($10.8M), WealthTrust Axiom LLC ($9.8M), Dimensional Fund Advisors LP ($6.7M). Based on the latest 13F filings, there are a total of 121 tracked investment funds and institutions maintaining positions in EPM.
What is the overall institutional sentiment toward EPM recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $17.6M, driven by 62 managers accumulating shares while 60 reduced their exposure.
Which institutions have been selling or reducing their EPM positions?
In the latest period, 40 funds trimmed their holdings, and 20 managers completely exited their positions. The aggregate reported sell value was $29.1M.
Are there any notable investors adding EPM to their portfolios?
Yes, buying activity remains notable. 23 institutions opened new positions in {ticker}, and 39 existing holders added to their shares. The total reported buy value for the quarter amounted to $44.5M.

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