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EVI Industries
EVI

35 hedge funds and large institutions have $26.8M invested in EVI Industries in 2017 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 7

8% more capital invested

Capital invested by funds: $24.9M → $26.8M (+$1.91M)

0.48% more ownership

Funds ownership: 8.88% → 9.37% (+0.48%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less funds holding

Funds holding: 37 → 35 (-2)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
35
Holders Change
-2
Holders Change %
-5.41%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
14
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CGI
CI Global Investments
California
+$2.82M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$786K
3
Wells Fargo
Wells Fargo
California
+$770K
4
AWM
Arbor Wealth Management
Florida
+$303K
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$213K

Top Sellers

Rank Fund Capital Flow
1
HCS
Harvest Capital Strategies
California
-$1.62M
2
RJA
Raymond James & Associates
Florida
-$812K
3
Renaissance Technologies
Renaissance Technologies
New York
-$700K
4
NSIM
North Star Investment Management
Illinois
-$263K
5
BA
Bard Associates
Illinois
-$169K
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$55K +$25.9K +918 +85%
LNB
27
Ledyard National Bank
$55K +$56.5K +2,000 New
NFA
28
Nationwide Fund Advisors
Ohio
$52K – – –
TRCT
29
Tower Research Capital (TRC)
New York
$33K +$33.4K +1,183 New
Legal & General Group
30
Legal & General Group
United Kingdom
$14K – – –
AIP
31
Ameritas Investment Partners
Nebraska
$10K – – –
BNP Paribas Financial Markets
32
BNP Paribas Financial Markets
France
$9.46K -$706 -25 -7%
Manulife (Manufacturers Life Insurance)
33
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9K +$8.08K +286 +622%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$7K -$7.06K -250 -50%
Barclays
35
Barclays
United Kingdom
$2K +$2.23K +79 +2,633%
RJA
36
Raymond James & Associates
Florida
– -$812K -30,000 Closed
NSIM
37
North Star Investment Management
Illinois
– -$263K -9,725 Closed
Creative Planning
38
Creative Planning
Kansas
– -$57K -2,096 Closed
SO
39
STRS Ohio
Ohio
– -$27K -1,000 Closed
Citigroup
40
Citigroup
New York
– -$1K -38 Closed
1
2

EVI Hedge Fund Activity: Q3 2017 in Review

35 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in EVI Industries (EVI) for Q3 2017, worth a combined $26.8M — up 7.7% from $24.9M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of EVI and 4 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 14 added.

The largest buyer was CI Global Investments, opening a new position worth an estimated $2.82M. The largest seller was Harvest Capital Strategies, cutting an estimated $1.62M.

  • 35 institutional investors held EVI Industries (EVI) as of Q3 2017, down from 37 in Q2 2017.
  • Funds reported $26.8M of EVI Industries stock for Q3 2017, up 7.7% quarter-over-quarter.
  • 4 funds opened new EVI Industries positions in Q3 2017 and 5 closed out, a net change of -1 holder.
  • The largest EVI Industries buyer in Q3 2017 was CI Global Investments, an estimated $2.82M added.
  • The largest EVI Industries seller in Q3 2017 was Harvest Capital Strategies, an estimated $1.62M sold.

Based on aggregated 13F filings for Q3 2017.