Exploring Evolution Petroleum Corporation (EPM) Investor Profile: Who’s Buying and Why?

Exploring Evolution Petroleum Corporation (EPM) Investor Profile: Who’s Buying and Why?

US | Energy | Oil & Gas Exploration & Production | AMEX

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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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