Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Evolution Pete Corp (EPM)

115 + Investors. Track Smart Money conviction in EPM. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
55%

Smart Money Signals — EPM

Based on 116 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their EPM positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
116 hedge funds hold EPM right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +9% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

64 buying53 selling
Last quarter: 64 funds bought or added vs 53 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 16 → 21 → 27 → 19. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 24% medium ■ 22% new
63 out of 116 hedge funds have held EPM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +1%, value -18%

Value
-18%
Shares
+1%
Last quarter: funds added +1% more shares while total portfolio value only changed -18%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

10 → 16 → 21 → 27 → 19 new funds/Q
New funds entering each quarter: 16 → 21 → 27 → 19. A growing number of institutions are discovering EPM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 57% veterans vs 22% newcomers

■ 57% veterans ■ 21% 1-2yr ■ 22% new
Entry-cohort mix of 117 holders: 67 (57%) are 2+ year veterans, 24 entered 1–2 years ago, and 26 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
33 of 115 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in EPM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — EPM

In 2026 Q2, 64 hedge funds were net buyers of EPM (19 opened a new position, 45 added to an existing one), while 53 reduced or exited (32 trimmed, 21 sold completely) — a 55% buyer ratio, indicating a slight buying edge. 50% of total institutional value in EPM is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 116.

Hedge Fund Ownership: EPM

How many hedge funds hold EPM — quarterly history vs. share price
Quarterly hedge fund ownership of EPM vs. share price

Market Analysis: EPM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EPM

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Evolution Pete Corp (EPM) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much EPM has moved relative to its sector benchmark (XLE) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 60d ago
EPM
-2.7%
XLE
+17.3%

EPM outperformed XLE by -20.0% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 15d ago
EPM
-4.8%
XLE
+0.6%

Since the filing became public, EPM outperformed XLE by -5.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 0 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: EPM
115 + Investors

Track Smart Money conviction in EPM. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 115 118 -2.54%
13F Shares 18M 18M 1.11%
Total Value $67M $82M -18.49%
New Positions 19 27 -8
Increased Positions 44 36 +8
Closed Positions 21 24 -3
Reduced Positions 32 40 -8
Total Calls 2 2 -
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 0.5 Bullish

Statistics: EPM

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q2)

115 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EPM. Verified SEC 13F-HR filings.

QUARTER:
Top 25 EPM holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 WealthTrust Axiom LLC 1.82% 2,212,619 $8.1M
2 Register Financial Advisors LLC 0.38% 338,176 $1.2M
3 Castleview Partners, LLC 0.19% 115,393 $425K
4 Kings Path Partners LLC 0.10% 53,995 $260K
5 CWA Asset Management Group, LLC 0.09% 805,762 $3.0M
6 North Star Investment Management Corp. 0.09% 431,388 $1.6M
7 Chancellor Financial Group WB LP 0.03% 14,602 $54K
8 Michels Family Financial, LLC 0.03% 12,458 $46K
9 Abel Hall, LLC 0.02% 31,278 $115K
10 Dynamic Technology Lab Private Ltd 0.01% 16,541 $61K
11 Advisor OS, LLC 0.01% 51,463 $189K
12 Rothschild Wealth LLC 0.01% 26,739 $98K
13 Occudo Quantitative Strategies LP 0.01% 32,203 $119K
14 Renaissance Technologies LLC 0.01% 1,029,814 $3.8M
15 Ritholtz Wealth Management 0.00% 84,817 $312K
16 Bridgeway Capital Management, LLC 0.00% 55,300 $204K
17 Campbell & CO Investment Adviser LLC 0.00% 18,238 $67K
18 NFSG Corp 0.00% 6,975 $26K
19 Zions Bancorporation, National Association /Ut/ 0.00% 9,737 $36K
20 Bard Associates Inc 0.00% 2,500 $9K
21 O'shaughnessy Asset Management, LLC 0.00% 106,842 $393K
22 Graham Capital Management, L.P. 0.00% 26,387 $97K
23 American Century Companies Inc 0.00% 1,075,062 $4.0M
24 Ethic Inc. 0.00% 37,539 $138K
25 Schonfeld Strategic Advisors LLC 0.00% 91,173 $336K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Evolution Pete Corp (EPM)

What does the Smart Money Trend signal show for EPM?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their EPM positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for EPM?

Slight buying edge — 55% buying: Last quarter: 64 funds bought or added vs 53 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for EPM holders?

Elite ownership — 50% AUM from top-100 funds: 33 of 115 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in EPM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held EPM?

54% of holders stayed for 2+ years: 63 out of 116 hedge funds have held EPM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Evolution Pete Corp (EPM) following the 2026 Q2 hedge fund 13F filings?

As of today, EPM has moved -4.8% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.6% for the XLE sector ETF — an outperformance of -5.4%. Since the quarter end (June 30, 2026), EPM has gained -2.7% vs +17.3% for XLE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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