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EVI Industries

41 hedge funds and large institutions have $42.6M invested in EVI Industries in 2018 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 11

1.14% less ownership

Funds ownership: 10.89%9.75% (-1.1%)

7% less funds holding

Funds holding: 4441 (-3)

9% less capital invested

Capital invested by funds: $47.1M → $42.6M (-$4.46M)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
41
Holders Change
-3
Holders Change %
-6.82%
% of All Funds
0.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
17
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$81K +$56.5K +1,508 +265%
LNB
27
Ledyard National Bank
$79K
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$79K +$21.6K +576 +40%
Manulife (Manufacturers Life Insurance)
29
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$43K +$1.83K +49 +5%
BNP Paribas Financial Markets
30
BNP Paribas Financial Markets
France
$35.7K +$1.99K +53 +6%
US Bancorp
31
US Bancorp
Minnesota
$33K +$13.5K +360 +76%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$33K +$31.8K +849 New
Barclays
33
Barclays
United Kingdom
$30K +$7.49K +200 +34%
JP Morgan Chase
34
JP Morgan Chase
New York
$29K -$1.99K -53 -7%
Legal & General Group
35
Legal & General Group
United Kingdom
$29K +$8.72K +233 +45%
Citigroup
36
Citigroup
New York
$14K -$599 -16 -4%
Bank of America
37
Bank of America
North Carolina
$13K -$3.67K -98 -23%
AIP
38
Ameritas Investment Partners
Nebraska
$12K
QFA
39
Quattro Financial Advisors
Texas
$9.34K +$9.59K +256 New
GT
40
Glenmede Trust
Pennsylvania
$7K
RWP
41
RWA Wealth Partners
Massachusetts
$5K +$4.87K +130 New
CGI
42
CI Global Investments
California
-$4M -100,000 Closed
AWM
43
Arbor Wealth Management
Florida
-$606K -15,158 Closed
VF
44
Virtu Financial
New York
-$358K -8,958 Closed
CS
45
Credit Suisse
Switzerland
-$216K -5,404 Closed
HCS
46
Harvest Capital Strategies
California
-$188K -4,700 Closed
Parallax Volatility Advisers
47
Parallax Volatility Advisers
California
-$22K -546 Closed
APA
48
American Portfolios Advisors
New York
-$640 -16 Closed

EVI Hedge Fund Activity: Q1 2018 in Review

41 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in EVI Industries (EVI) for Q1 2018, worth a combined $42.6M — down 9.5% from $47.1M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of EVI and 4 opened new positions — a net loss of 3 holders — while 11 trimmed existing stakes and 17 added.

The largest buyer was Conestoga Capital Advisors, adding an estimated $3.73M. The largest seller was CI Global Investments, exiting entirely with an estimated $4M sold.

  • 41 institutional investors held EVI Industries (EVI) as of Q1 2018, down from 44 in Q4 2017.
  • Funds reported $42.6M of EVI Industries stock for Q1 2018, down 9.5% quarter-over-quarter.
  • 4 funds opened new EVI Industries positions in Q1 2018 and 7 closed out, a net change of -3 holders.
  • The largest EVI Industries buyer in Q1 2018 was Conestoga Capital Advisors, an estimated $3.73M added.
  • The largest EVI Industries seller in Q1 2018 was CI Global Investments, an estimated $4M sold.

Based on aggregated 13F filings for Q1 2018.