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EVI Industries

41 hedge funds and large institutions have $51.7M invested in EVI Industries in 2018 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 5

8% more capital invested

Capital invested by funds: $47.7M → $51.7M (+$4.02M)

1.31% more ownership

Funds ownership: 10.59%11.9% (+1.3%)

0% more funds holding

Funds holding: 4141 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

Holders
41
Holders Change
Holders Change %
0%
% of All Funds
0.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
19
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$175K +$6.39K +152 +4%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$160K +$72.8K +1,731 +73%
New York State Common Retirement Fund
28
New York State Common Retirement Fund
New York
$144K
AIG
29
American International Group
New York
$97K +$1.89K +45 +2%
LNB
30
Ledyard National Bank
$78K
Barclays
31
Barclays
United Kingdom
$57K +$48.5K +1,154 +391%
Citigroup
32
Citigroup
New York
$40K +$43.4K +1,032 New
US Bancorp
33
US Bancorp
Minnesota
$37K
JP Morgan Chase
34
JP Morgan Chase
New York
$34K +$4.54K +108 +14%
Bank of America
35
Bank of America
North Carolina
$33K +$7.82K +186 +28%
Legal & General Group
36
Legal & General Group
United Kingdom
$18K
AIP
37
Ameritas Investment Partners
Nebraska
$12K
QFA
38
Quattro Financial Advisors
Texas
$10.3K
BNP Paribas Financial Markets
39
BNP Paribas Financial Markets
France
$4.79K -$1.14K -27 -18%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$1K
BCM
41
Bridgeway Capital Management
Texas
-$516K -12,800 Closed
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
-$39K -980 Closed
Manulife (Manufacturers Life Insurance)
43
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$15K -366 Closed
GT
44
Glenmede Trust
Pennsylvania
-$14K -350 Closed
PIA
45
Piedmont Investment Advisors
North Carolina
-$3K -65 Closed
PCG
46
Private Capital Group
Connecticut
+$210K +5,000 New

EVI Hedge Fund Activity: Q3 2018 in Review

41 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in EVI Industries (EVI) for Q3 2018, worth a combined $51.7M — up 8.4% from $47.7M a quarter earlier.

Fund positioning in EVI was balanced in Q3 2018: 5 funds opened new positions, 5 closed out, 19 added to existing stakes and 5 trimmed.

The largest buyer was Conestoga Capital Advisors, adding an estimated $3.61M. The largest seller was Bridgeway Capital Management, exiting entirely with an estimated $516K sold.

  • 41 institutional investors held EVI Industries (EVI) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $51.7M of EVI Industries stock for Q3 2018, up 8.4% quarter-over-quarter.
  • 5 funds opened new EVI Industries positions in Q3 2018 and 5 closed out, a net change of 0 holders.
  • The largest EVI Industries buyer in Q3 2018 was Conestoga Capital Advisors, an estimated $3.61M added.
  • The largest EVI Industries seller in Q3 2018 was Bridgeway Capital Management, an estimated $516K sold.

Based on aggregated 13F filings for Q3 2018.