Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Evolution Pete Corp (EPM)

117 + 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
↑ +3
Streak
3Q ▲
Buyers last Q
49%

Smart Money Signals — EPM

Based on 118 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added EPM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
118 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 — +6% more funds vs a year ago

fund count last 6Q
+7 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 49% buying

63 buying65 selling
Last quarter: 65 funds reduced or exited vs 63 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new EPM position: 10 → 16 → 21 → 27. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 26% medium ■ 20% new
63 out of 118 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.
💰

Price up while funds trimmed (+24% value, -1% shares)

Value
+24%
Shares
0%
Last quarter: total value of institutional EPM holdings rose +24% even though funds reduced share count by 1%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
🚀

Acceleration phase — new buyers rushing in

12 → 10 → 16 → 21 → 27 new funds/Q
New funds entering each quarter: 10 → 16 → 21 → 27. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 62% veterans vs 21% newcomers

■ 62% veterans ■ 17% 1-2yr ■ 21% new
Entry-cohort mix of 121 holders: 75 (62%) are 2+ year veterans, 21 entered 1–2 years ago, and 25 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 37% AUM from major funds

37% from top-100 AUM funds
36 of 118 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 Q1, 63 hedge funds were net buyers of EPM (27 opened a new position, 36 added to an existing one), while 65 reduced or exited (41 trimmed, 24 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 37% of total institutional value in EPM is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 118.

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 Q1 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 March 31, 2026 · 80d ago
EPM
-15.7%
XLE
-10.8%

EPM outperformed XLE by -4.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
EPM
-18.2%
XLE
-8.0%

Since the filing became public, EPM outperformed XLE by -10.2% .

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.

17 top-rated funds 0 high-conviction
Consensus
5.5
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: EPM
117 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 117 115 1.74%
13F Shares 18M 18M -0.94%
Total Value $82M $66M 24.19%
New Positions 26 21 +5
Increased Positions 36 38 -2
Closed Positions 24 19 +5
Reduced Positions 40 40 -
Total Calls 2 1 100.0%
Total Puts 1 1 -
PUT/CALL Ratio 0.5 1.0 Bullish

Statistics: EPM

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Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

117 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 WealthTrust Axiom LLC 2.41% 2,136,216 $9.8M
2 Register Financial Advisors LLC 0.57% 336,838 $1.5M
3 Castleview Partners, LLC 0.22% 95,300 $436K
4 North Star Investment Management Corp. 0.12% 431,178 $2.0M
5 CWA Asset Management Group, LLC 0.11% 709,287 $3.2M
6 Odyssean, LLC 0.05% 31,931 $146K
7 Chancellor Financial Group WB LP 0.05% 14,602 $67K
8 Michels Family Financial, LLC 0.04% 12,379 $57K
9 Oxford Asset Management LLP 0.02% 12,668 $58K
10 Jackson Hole Capital Partners, LLC 0.02% 27,489 $126K
11 Advisor OS, LLC 0.02% 52,356 $240K
12 Ellevest, Inc. 0.01% 19,634 $90K
13 Rothschild Wealth LLC 0.01% 27,307 $125K
14 Ritholtz Wealth Management 0.01% 131,577 $603K
15 Graham Capital Management, L.P. 0.01% 61,868 $283K
16 Renaissance Technologies LLC 0.01% 952,897 $4.4M
17 Ethic Inc. 0.01% 78,325 $359K
18 NFSG Corp 0.01% 6,975 $32K
19 Bridgeway Capital Management, LLC 0.01% 55,300 $253K
20 Zions Bancorporation, National Association /Ut/ 0.00% 12,891 $59K
21 Engineers Gate Manager LP 0.00% 63,003 $289K
22 Sowell Financial Services LLC 0.00% 19,538 $89K
23 Kathmere Capital Management, LLC 0.00% 11,161 $51K
24 Bard Associates Inc 0.00% 2,500 $11K
25 O'shaughnessy Asset Management, LLC 0.00% 123,929 $568K
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?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added EPM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for EPM?

More sellers than buyers — 49% buying: Last quarter: 65 funds reduced or exited vs 63 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for EPM holders?

Strong quality — 37% AUM from major funds: 36 of 118 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held EPM?

53% of holders stayed for 2+ years: 63 out of 118 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 Q1 hedge fund 13F filings?

As of today, EPM has moved -18.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to -8.0% for the XLE sector ETF — an outperformance of -10.2%. Since the quarter end (March 31, 2026), EPM has gained -15.7% vs -10.8% 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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