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EVI Industries
EVI

38 hedge funds and large institutions have $56.9M invested in EVI Industries in 2020 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 7

1.64% more ownership

Funds ownership: 28.65% → 30.29% (+1.6%)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

3% less funds holding

Funds holding: 39 → 38 (-1)

38% less capital invested

Capital invested by funds: $91.4M → $56.9M (-$34.5M)

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
38
Holders Change
-1
Holders Change %
-2.56%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
20
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
+$12.2M
2
CM
Conifer Management
New York
+$4.95M
3
CCA
Conestoga Capital Advisors
Pennsylvania
+$2.1M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$1.59M
5
ELI
Empire Life Investments
Ontario, Canada
+$1.2M

Top Sellers

Rank Fund Capital Flow
1
ACM
ADW Capital Management
Florida
-$16.8M
2
GRIM
Greenhaven Road Investment Management
Connecticut
-$4.25M
3
Morgan Stanley
Morgan Stanley
New York
-$734K
4
N
Nuveen
North Carolina
-$239K
5
BA
Bard Associates
Illinois
-$233K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$31K +$44.9K +1,995 New
Deutsche Bank
27
Deutsche Bank
Germany
$24K -$4.27K -190 -11%
JP Morgan Chase
28
JP Morgan Chase
New York
$23K -$652 -29 -2%
GT
29
Glenmede Trust
Pennsylvania
$23K – – –
BNP Paribas Financial Markets
30
BNP Paribas Financial Markets
France
$22.5K +$18K +799 +127%
Victory Capital Management
31
Victory Capital Management
Texas
$22K +$32.4K +1,442 New
US Bancorp
32
US Bancorp
Minnesota
$21K – – –
Bank of America
33
Bank of America
North Carolina
$18K -$7.37K -328 -23%
Legal & General Group
34
Legal & General Group
United Kingdom
$12K -$5.35K -238 -23%
TRCT
35
Tower Research Capital (TRC)
New York
$8K +$8.61K +383 +355%
AIP
36
Ameritas Investment Partners
Nebraska
$5K – – –
APWM
37
Atlas Private Wealth Management
New York
$4K +$6.07K +270 New
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$2K +$67 +3 +3%
ACM
39
ADW Capital Management
Florida
– -$16.8M -620,000 Closed
GRIM
40
Greenhaven Road Investment Management
Connecticut
– -$4.25M -157,341 Closed
N
41
Nuveen
North Carolina
– -$239K -8,838 Closed
BA
42
Bard Associates
Illinois
– -$233K -8,600 Closed
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
– -$16K -578 Closed
1
2

EVI Hedge Fund Activity: Q1 2020 in Review

38 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in EVI Industries (EVI) for Q1 2020, worth a combined $56.9M — down 38% from $91.4M a quarter earlier.

Fund positioning in EVI was balanced in Q1 2020: 5 funds opened new positions, 5 closed out, 20 added to existing stakes and 7 trimmed.

The largest buyer was Royce & Associates, adding an estimated $12.2M. The largest seller was ADW Capital Management, exiting entirely with an estimated $16.8M sold.

  • 38 institutional investors held EVI Industries (EVI) as of Q1 2020, down from 39 in Q4 2019.
  • Funds reported $56.9M of EVI Industries stock for Q1 2020, down 38% quarter-over-quarter.
  • 5 funds opened new EVI Industries positions in Q1 2020 and 5 closed out, a net change of 0 holders.
  • The largest EVI Industries buyer in Q1 2020 was Royce & Associates, an estimated $12.2M added.
  • The largest EVI Industries seller in Q1 2020 was ADW Capital Management, an estimated $16.8M sold.

Based on aggregated 13F filings for Q1 2020.