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EVI Industries
EVI

48 hedge funds and large institutions have $111M invested in EVI Industries in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 18 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

27% more capital invested

Capital invested by funds: $88M → $111M (+$23.4M)

4% more funds holding

Funds holding: 46 → 48 (+2)

1.02% more ownership

Funds ownership: 34.01% → 35.03% (+1%)

17% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 18

Holders
48
Holders Change
+2
Holders Change %
+4.35%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
15
Reduced
18
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CCA
Conestoga Capital Advisors
Pennsylvania
+$1.67M
2
RJA
Raymond James & Associates
Florida
+$902K
3
ACH
ArrowMark Colorado Holdings
Colorado
+$548K
4
ACA
Anchor Capital Advisors
Massachusetts
+$516K
5
Comerica Bank
Comerica Bank
Texas
+$428K

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$457K
2
Morgan Stanley
Morgan Stanley
New York
-$418K
3
Citadel Advisors
Citadel Advisors
Florida
-$255K
4
FWM
Frontier Wealth Management
Missouri
-$249K
5
BlackRock
BlackRock
New York
-$106K
Name Holding Trade Value Shares
Change 		Change in
Stake
PPA
26
Parametric Portfolio Associates
Washington
$287K +$30.6K +1,255 +13%
BA
27
Bard Associates
Illinois
$229K +$210K +8,600 New
California State Teachers Retirement System (CalSTRS)
28
California State Teachers Retirement System (CalSTRS)
California
$186K – – –
New York State Common Retirement Fund
29
New York State Common Retirement Fund
New York
$170K – – –
TRCT
30
Tower Research Capital (TRC)
New York
$133K +$95.5K +3,909 +354%
UBS Group
31
UBS Group
Switzerland
$124K -$18.2K -745 -14%
GT
32
Glenmede Trust
Pennsylvania
$81K +$11.5K +470 +18%
AIG
33
American International Group
New York
$77K -$1.61K -66 -2%
Osaic Holdings
34
Osaic Holdings
Arizona
$71K +$684 +28 +1%
Deutsche Bank
35
Deutsche Bank
Germany
$70K +$5.86K +240 +10%
Bank of America
36
Bank of America
North Carolina
$68K -$8.99K -368 -13%
Citigroup
37
Citigroup
New York
$56K -$14.1K -576 -21%
JP Morgan Chase
38
JP Morgan Chase
New York
$47K +$4.08K +167 +10%
SPIA
39
Steward Partners Investment Advisory
New York
$40K -$64.5K -2,643 -64%
US Bancorp
40
US Bancorp
Minnesota
$35K – – –
BNP Paribas Financial Markets
41
BNP Paribas Financial Markets
France
$29.2K +$20.3K +831 +312%
Legal & General Group
42
Legal & General Group
United Kingdom
$16K -$3.93K -161 -21%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$8K -$3.86K -158 -34%
AIP
44
Ameritas Investment Partners
Nebraska
$8K – – –
APWM
45
Atlas Private Wealth Management
New York
$7K – – –
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$3K -$73 -3 -3%
Fidelity Investments
47
Fidelity Investments
Massachusetts
$1K – – –
S
48
SignatureFD
Georgia
$1K – – –
Citadel Advisors
49
Citadel Advisors
Florida
– -$255K -11,724 Closed
Barclays
50
Barclays
United Kingdom
– -$57K -2,688 Closed
1
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EVI Hedge Fund Activity: Q3 2020 in Review

48 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in EVI Industries (EVI) for Q3 2020, worth a combined $111M — up 27% from $88M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new EVI positions and 2 closed out — a net gain of 2 holders — while 15 added to existing stakes and 18 trimmed.

The largest buyer was Conestoga Capital Advisors, adding an estimated $1.67M. The largest seller was Vanguard Group, cutting an estimated $457K.

  • 48 institutional investors held EVI Industries (EVI) as of Q3 2020, up from 46 in Q2 2020.
  • Funds reported $111M of EVI Industries stock for Q3 2020, up 27% quarter-over-quarter.
  • 4 funds opened new EVI Industries positions in Q3 2020 and 2 closed out, a net change of +2 holders.
  • The largest EVI Industries buyer in Q3 2020 was Conestoga Capital Advisors, an estimated $1.67M added.
  • The largest EVI Industries seller in Q3 2020 was Vanguard Group, an estimated $457K sold.

Based on aggregated 13F filings for Q3 2020.