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EVI Industries
EVI

46 hedge funds and large institutions have $88M invested in EVI Industries in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 10 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

110% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 10

55% more capital invested

Capital invested by funds: $56.9M → $88M (+$31.1M)

21% more funds holding

Funds holding: 38 → 46 (+8)

3.73% more ownership

Funds ownership: 30.29% → 34.01% (+3.7%)

Holders
46
Holders Change
+8
Holders Change %
+21.05%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
21
Reduced
10
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FWM
Frontier Wealth Management
Missouri
+$2.9M
2
GKIM
GW&K Investment Management
Massachusetts
+$2.86M
3
CCA
Conestoga Capital Advisors
Pennsylvania
+$1.35M
4
CM
Conifer Management
New York
+$965K
5
Vanguard Group
Vanguard Group
Pennsylvania
+$867K

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$1.88M
2
ACH
ArrowMark Colorado Holdings
Colorado
-$685K
3
Ameriprise
Ameriprise
Minnesota
-$396K
4
SPIA
Steward Partners Investment Advisory
New York
-$169K
5
ELI
Empire Life Investments
Ontario, Canada
-$149K
Name Holding Trade Value Shares
Change 		Change in
Stake
New York State Common Retirement Fund
26
New York State Common Retirement Fund
New York
$139K – – –
UBS Group
27
UBS Group
Switzerland
$118K -$31.5K -1,601 -23%
SPIA
28
Steward Partners Investment Advisory
New York
$90K -$169K -8,573 -67%
AIG
29
American International Group
New York
$64K +$4.77K +242 +9%
Bank of America
30
Bank of America
North Carolina
$63K +$35.3K +1,793 +160%
Citigroup
31
Citigroup
New York
$58K -$12.4K -632 -19%
Osaic Holdings
32
Osaic Holdings
Arizona
$57K +$12.6K +642 +32%
Barclays
33
Barclays
United Kingdom
$57K +$52.9K +2,688 New
GT
34
Glenmede Trust
Pennsylvania
$56K +$33.9K +1,720 +198%
Deutsche Bank
35
Deutsche Bank
Germany
$51K +$16.1K +820 +53%
JP Morgan Chase
36
JP Morgan Chase
New York
$35K +$3.54K +180 +12%
US Bancorp
37
US Bancorp
Minnesota
$28K – – –
TRCT
38
Tower Research Capital (TRC)
New York
$24K +$12.1K +613 +125%
Legal & General Group
39
Legal & General Group
United Kingdom
$17K +$59 +3 +0.4%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$10K +$9.16K +465 New
AIP
41
Ameritas Investment Partners
Nebraska
$7K – – –
APWM
42
Atlas Private Wealth Management
New York
$6K – – –
BNP Paribas Financial Markets
43
BNP Paribas Financial Markets
France
$5.78K -$22.9K -1,162 -81%
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$2K +$59 +3 +3%
Fidelity Investments
45
Fidelity Investments
Massachusetts
$1K +$709 +36 New
S
46
SignatureFD
Georgia
$1K +$768 +39 New
Victory Capital Management
47
Victory Capital Management
Texas
– -$22K -1,442 Closed
1
2

EVI Hedge Fund Activity: Q2 2020 in Review

46 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in EVI Industries (EVI) for Q2 2020, worth a combined $88M — up 55% from $56.9M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new EVI positions and 1 closed out — a net gain of 8 holders — while 21 added to existing stakes and 10 trimmed.

The largest buyer was Frontier Wealth Management, opening a new position worth an estimated $2.9M. The largest seller was Royce & Associates, cutting an estimated $1.88M.

  • 46 institutional investors held EVI Industries (EVI) as of Q2 2020, up from 38 in Q1 2020.
  • Funds reported $88M of EVI Industries stock for Q2 2020, up 55% quarter-over-quarter.
  • 9 funds opened new EVI Industries positions in Q2 2020 and 1 closed out, a net change of +8 holders.
  • The largest EVI Industries buyer in Q2 2020 was Frontier Wealth Management, an estimated $2.9M added.
  • The largest EVI Industries seller in Q2 2020 was Royce & Associates, an estimated $1.88M sold.

Based on aggregated 13F filings for Q2 2020.