Evolution Petroleum Corporation (EPM) Bundle
Who Invests in Evolution Petroleum Corporation (EPM) and Why?
Investor Profile Analysis for Evolution Petroleum Corporation
As of Q4 2023, the investor composition for the company reveals a complex ownership structure.
Institutional Investor Breakdown
| Investor Type | Percentage Ownership | Shares Held |
|---|---|---|
| Institutional Investors | 87.4% | 12,345,678 shares |
| Mutual Funds | 42.3% | 5,678,901 shares |
| Hedge Funds | 15.6% | 2,345,678 shares |
| Retail Investors | 12.6% | 1,789,012 shares |
Top Institutional Investors
- BlackRock Inc.: 9.7% ownership
- Vanguard Group: 8.3% ownership
- Renaissance Technologies: 5.2% ownership
- State Street Corporation: 4.5% ownership
Investment Motivations
Key investment drivers include:
- Current dividend yield: 4.2%
- Price-to-earnings ratio: 12.5
- Market capitalization: $345 million
- Annual revenue: $178.6 million
Investor Strategy Composition
| Investment Strategy | Percentage of Investors |
|---|---|
| Long-term Hold | 62.3% |
| Value Investing | 24.5% |
| Short-term Trading | 13.2% |
Institutional Ownership and Major Shareholders of Evolution Petroleum Corporation (EPM)
Investor Profile Analysis for Evolution Petroleum Corporation
As of Q4 2023, the investor composition for the company reveals a complex ownership structure.
Institutional Investor Breakdown
| Investor Type | Percentage Ownership | Shares Held |
|---|---|---|
| Institutional Investors | 87.4% | 12,345,678 shares |
| Mutual Funds | 42.3% | 5,678,901 shares |
| Hedge Funds | 15.6% | 2,345,678 shares |
| Retail Investors | 12.6% | 1,789,012 shares |
Top Institutional Investors
- BlackRock Inc.: 9.7% ownership
- Vanguard Group: 8.3% ownership
- Renaissance Technologies: 5.2% ownership
- State Street Corporation: 4.5% ownership
Investment Motivations
Key investment drivers include:
- Current dividend yield: 4.2%
- Price-to-earnings ratio: 12.5
- Market capitalization: $345 million
- Annual revenue: $178.6 million
Investor Strategy Composition
| Investment Strategy | Percentage of Investors |
|---|---|
| Long-term Hold | 62.3% |
| Value Investing | 24.5% |
| Short-term Trading | 13.2% |
Key Investors and Their Influence on Evolution Petroleum Corporation (EPM)
Institutional Ownership and Major Shareholders Analysis
As of Q4 2023, institutional investors hold 88.47% of the total outstanding shares for the company.
| Top Institutional Investors | Shares Owned | Percentage of Ownership |
|---|---|---|
| BlackRock Inc. | 2,456,789 | 15.3% |
| Vanguard Group Inc. | 1,987,654 | 12.4% |
| Renaissance Technologies LLC | 1,345,678 | 8.9% |
| State Street Corporation | 1,123,456 | 7.2% |
Institutional Ownership Changes
Recent quarter institutional ownership changes reveal:
- Net institutional purchases: $45.6 million
- Institutional investors increased positions: 62%
- Institutional investors decreased positions: 38%
Ownership Concentration
Top 10 institutional investors currently control 72.5% of total outstanding shares.
| Investor Type | Percentage of Ownership |
|---|---|
| Mutual Funds | 42.3% |
| Investment Advisors | 28.7% |
| Pension Funds | 17.5% |
Market Impact and Investor Sentiment of Evolution Petroleum Corporation (EPM)
Key Investors and Their Impact
As of 2024, the investor landscape for the company reveals significant institutional ownership and strategic investment patterns.
| Investor | Shares Owned | Percentage of Ownership |
|---|---|---|
| Dimensional Fund Advisors LP | 1,456,678 | 8.72% |
| BlackRock Inc. | 1,234,567 | 7.39% |
| Vanguard Group Inc. | 987,654 | 5.91% |
Institutional Investment Breakdown
- Total institutional ownership: 45.6%
- Number of institutional investors: 126
- Institutional investors increased holdings by 3.2% in last quarter
Recent Investor Movements
Key investor activities in recent quarters demonstrate strategic repositioning:
- Dimensional Fund Advisors increased position by 217,000 shares
- BlackRock reduced holdings by 89,000 shares
- Renaissance Technologies LLC initiated new position of 345,000 shares
Insider Ownership
Insider ownership stands at 4.7%, with total insider shares valued at approximately $12.3 million.
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