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EVI Industries
EVI

39 hedge funds and large institutions have $91.4M invested in EVI Industries in 2019 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

100% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 11

2.55% more ownership

Funds ownership: 26.1% → 28.65% (+2.5%)

3% less funds holding

Funds holding: 40 → 39 (-1)

7% less capital invested

Capital invested by funds: $98.2M → $91.4M (-$6.86M)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
39
Holders Change
-1
Holders Change %
-2.5%
% of All Funds
0.77%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
2
Increased
22
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CCA
Conestoga Capital Advisors
Pennsylvania
+$6.52M
2
RA
Royce & Associates
New York
+$5.65M
3
ACH
ArrowMark Colorado Holdings
Colorado
+$2.51M
4
ELI
Empire Life Investments
Ontario, Canada
+$1.66M
5
Ameriprise
Ameriprise
Minnesota
+$603K

Top Sellers

Rank Fund Capital Flow
1
ACM
ADW Capital Management
Florida
-$12.1M
2
Morgan Stanley
Morgan Stanley
New York
-$422K
3
RJA
Raymond James & Associates
Florida
-$417K
4
N
Nuveen
North Carolina
-$220K
5
Barclays
Barclays
United Kingdom
-$75K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
26
Citigroup
New York
$79K +$25.7K +821 +39%
AIG
27
American International Group
New York
$77K -$721 -23 -0.8%
Deutsche Bank
28
Deutsche Bank
Germany
$45K +$12.8K +408 +31%
JP Morgan Chase
29
JP Morgan Chase
New York
$40K – – –
Bank of America
30
Bank of America
North Carolina
$39K -$18.2K -580 -29%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$37K +$35.7K +1,140 +465%
US Bancorp
32
US Bancorp
Minnesota
$35K +$11K +350 +37%
Legal & General Group
33
Legal & General Group
United Kingdom
$27K +$5.8K +185 +22%
GT
34
Glenmede Trust
Pennsylvania
$23K +$13.6K +435 +100%
BNP Paribas Financial Markets
35
BNP Paribas Financial Markets
France
$17K -$1.07K -34 -5%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$16K +$5.55K +177 +44%
AIP
37
Ameritas Investment Partners
Nebraska
$8K – – –
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$3K +$1.25K +40 +61%
TRCT
39
Tower Research Capital (TRC)
New York
$3K +$3.39K +108 New
RJA
40
Raymond James & Associates
Florida
– -$417K -13,054 Closed
Barclays
41
Barclays
United Kingdom
– -$75K -2,344 Closed
Victory Capital Management
42
Victory Capital Management
Texas
– -$28K -866 Closed
1
2

EVI Hedge Fund Activity: Q4 2019 in Review

39 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in EVI Industries (EVI) for Q4 2019, worth a combined $91.4M — down 7% from $98.2M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of EVI and 2 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 22 added.

The largest buyer was Conestoga Capital Advisors, adding an estimated $6.52M. The largest seller was ADW Capital Management, cutting an estimated $12.1M.

  • 39 institutional investors held EVI Industries (EVI) as of Q4 2019, down from 40 in Q3 2019.
  • Funds reported $91.4M of EVI Industries stock for Q4 2019, down 7% quarter-over-quarter.
  • 2 funds opened new EVI Industries positions in Q4 2019 and 3 closed out, a net change of -1 holder.
  • The largest EVI Industries buyer in Q4 2019 was Conestoga Capital Advisors, an estimated $6.52M added.
  • The largest EVI Industries seller in Q4 2019 was ADW Capital Management, an estimated $12.1M sold.

Based on aggregated 13F filings for Q4 2019.