Evolution Petroleum Corp
EPM- Exchange
- NYSE
- Industry
- Crude Petroleum & Natural Gas
- SEC CIK
- 0001006655
No open-market purchases or sales by Evolution Petroleum Corp insiders were filed in the last 90 days; 117 institutions reported holding it in 13F filings for Q2 2026, worth $66.4M in total; no superinvestor holds it.
Q4 2021 vs. Q3 2021
How the institutions holding Evolution Petroleum Corp changed between Q3 2021 and Q4 2021.
All holders in Q4 2021All holders in Q3 2021
| Measure | Q3 2021 | Of which not filed for Q4 2021 | Q4 2021 | Change |
|---|---|---|---|---|
| Holders | 78 | 1 | 75 | −2 |
| Shares | 20.8M | 19.9K | 21.2M | +443.9K (+2.1%) |
| Value | $118.1M | $113.0K | $107.2M | −$10.8M (−9.2%) |
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.
New holders (10)
Institutions that held Evolution Petroleum Corp at the end of Q4 2021 but not at the end of Q3 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Russell Investments Group, Ltd. | 214,332 | $1.08M | 0.00% |
| Ancora Advisors, LLC | 52,303 | $264.0K | 0.01% |
| Marshall Wace, LLP | 32,414 | $164.0K | 0.00% |
| Virtu Financial LLC | 21,620 | $109.0K | 0.01% |
| GWM Advisors LLC | 19,925 | $101.0K | 0.00% |
| Hillsdale Investment Management Inc. | 17,600 | $89.0K | 0.01% |
| Algert Global LLC | 17,090 | $86.0K | 0.01% |
| Charles Schwab Investment Management Inc | 11,036 | $56.0K | 0.00% |
| Copeland Capital Management, LLC | 6,044 | $31.0K | 0.00% |
| ClariVest Asset Management LLC | 706 | $4.00K | 0.00% |
Sold out (12)
Institutions that held Evolution Petroleum Corp at the end of Q3 2021 and filed for Q4 2021 without it.
| Institution | Shares, Q3 2021 | Value, Q3 2021 |
|---|---|---|
| ArrowMark Colorado Holdings LLC | 1,359,620 | $7.72M |
| Ergoteles LLC | 132,933 | $755.0K |
| HRT Financial LP | 72,047 | $409.0K |
| Winton Group Ltd | 53,545 | $304.0K |
| M&T Bank Corp | 31,575 | $179.0K |
| Credit Suisse AG | 26,896 | $153.0K |
| HighVista Strategies LLC | 26,066 | $148.0K |
| Jane Street Group, LLC | 11,973 | $68.0K |
| Schonfeld Strategic Advisors LLC | 11,200 | $64.0K |
| Simplex Trading, LLC | 7,726 | $38.0K |
| O'Shaughnessy Asset Management, LLC | 236 | $1.00K |
| Wolf Hill Capital Management, LP | 2,422 | – |
Not filed for Q4 2021 yet (1)
Institutions that held Evolution Petroleum Corp at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2021 | Value, Q3 2021 |
|---|---|---|
| Mid Atlantic Financial Management Inc | 19,925 | $113.0K |