We are live on ! Find out more
EVI icon

EVI Industries

43 hedge funds and large institutions have $106M invested in EVI Industries in 2019 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 9

20% more capital invested

Capital invested by funds: $87.7M → $106M (+$17.9M)

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

2.81% more ownership

Funds ownership: 21.32%24.13% (+2.8%)

2% more funds holding

Funds holding: 4243 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
43
Holders Change
+1
Holders Change %
+2.38%
% of All Funds
0.93%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
16
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
26
Deutsche Bank
Germany
$182K +$42.8K +1,170 +32%
UBS Group
27
UBS Group
Switzerland
$178K -$51.7K -1,415 -23%
New York State Common Retirement Fund
28
New York State Common Retirement Fund
New York
$141K
Citigroup
29
Citigroup
New York
$121K +$30.5K +834 +36%
Bank of America
30
Bank of America
North Carolina
$107K -$41.3K -1,129 -29%
AIG
31
American International Group
New York
$93K -$2.96K -81 -3%
Barclays
32
Barclays
United Kingdom
$56K +$53.2K +1,455 +7,658%
TRCT
33
Tower Research Capital (TRC)
New York
$38K -$14.3K -390 -28%
JP Morgan Chase
34
JP Morgan Chase
New York
$36K -$1.57K -43 -4%
US Bancorp
35
US Bancorp
Minnesota
$36K
Legal & General Group
36
Legal & General Group
United Kingdom
$24K +$17K +464 +316%
FHB
37
First Hawaiian Bank
Hawaii
$17K +$16.2K +443 New
AIP
38
Ameritas Investment Partners
Nebraska
$12K
WAM
39
Wealthspire Advisors (Maryland)
Maryland
$7K +$549 +15 +9%
OIA
40
Optimum Investment Advisors
Illinois
$2K -$7.31K -200 -77%
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$2K +$1.94K +53 New
GT
42
Glenmede Trust
Pennsylvania
$13
Goldman Sachs
43
Goldman Sachs
New York
-$500K -15,000 Closed
LNB
44
Ledyard National Bank
-$67K -2,000 Closed
AWM
45
Arbor Wealth Management
Florida
-$12K -373 Closed
Twin Tree Management
46
Twin Tree Management
Texas
-$3K -101 Closed
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
-$2K -55 Closed
Fidelity Investments
48
Fidelity Investments
Massachusetts
+$37 +1 New

EVI Hedge Fund Activity: Q1 2019 in Review

43 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in EVI Industries (EVI) for Q1 2019, worth a combined $106M — up 20% from $87.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new EVI positions and 5 closed out — a net gain of 1 holder — while 16 added to existing stakes and 9 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $13.4M. The largest seller was ADW Capital Management, cutting an estimated $10.1M.

  • 43 institutional investors held EVI Industries (EVI) as of Q1 2019, up from 42 in Q4 2018.
  • Funds reported $106M of EVI Industries stock for Q1 2019, up 20% quarter-over-quarter.
  • 6 funds opened new EVI Industries positions in Q1 2019 and 5 closed out, a net change of +1 holder.
  • The largest EVI Industries buyer in Q1 2019 was Morgan Stanley, an estimated $13.4M added.
  • The largest EVI Industries seller in Q1 2019 was ADW Capital Management, an estimated $10.1M sold.

Based on aggregated 13F filings for Q1 2019.