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EVI Industries
EVI

50 hedge funds and large institutions have $127M invested in EVI Industries in 2020 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 25 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 11

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

14% more capital invested

Capital invested by funds: $111M → $127M (+$15.9M)

4% more funds holding

Funds holding: 48 → 50 (+2)

2.9% less ownership

Funds ownership: 35.03% → 32.13% (-2.9%)

Holders
50
Holders Change
+2
Holders Change %
+4.17%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
25
Reduced
11
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CCA
Conestoga Capital Advisors
Pennsylvania
+$635K
2
BlackRock
BlackRock
New York
+$580K
3
Morgan Stanley
Morgan Stanley
New York
+$316K
4
JP Morgan Chase
JP Morgan Chase
New York
+$302K
5
Millennium Management
Millennium Management
New York
+$237K

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$378K
2
JWCA
J.W. Cole Advisors
Florida
-$371K
3
GKIM
GW&K Investment Management
Massachusetts
-$190K
4
Ameriprise
Ameriprise
Minnesota
-$119K
5
TRCT
Tower Research Capital (TRC)
New York
-$96.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$350K +$302K +9,871 +546%
BA
27
Bard Associates
Illinois
$257K – – –
Millennium Management
28
Millennium Management
New York
$231K +$237K +7,725 New
California State Teachers Retirement System (CalSTRS)
29
California State Teachers Retirement System (CalSTRS)
California
$227K +$18.8K +614 +9%
New York State Common Retirement Fund
30
New York State Common Retirement Fund
New York
$191K – – –
UBS Group
31
UBS Group
Switzerland
$147K +$7.91K +258 +6%
Osaic Holdings
32
Osaic Holdings
Arizona
$125K +$46.6K +1,521 +57%
Deutsche Bank
33
Deutsche Bank
Germany
$107K +$30.2K +986 +38%
Bank of America
34
Bank of America
North Carolina
$97K +$20.9K +683 +27%
Citigroup
35
Citigroup
New York
$72K +$9.26K +302 +14%
TRCT
36
Tower Research Capital (TRC)
New York
$56K -$96.4K -3,147 -63%
SPIA
37
Steward Partners Investment Advisory
New York
$46K +$1.01K +33 +2%
BNP Paribas Financial Markets
38
BNP Paribas Financial Markets
France
$29.8K -$3.1K -101 -9%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$28K +$16.8K +547 +178%
Legal & General Group
40
Legal & General Group
United Kingdom
$18K – – –
US Bancorp
41
US Bancorp
Minnesota
$13K -$27K -880 -68%
Nisa Investment Advisors
42
Nisa Investment Advisors
Missouri
$12K +$12K +390 New
AIP
43
Ameritas Investment Partners
Nebraska
$9K – – –
APWM
44
Atlas Private Wealth Management
New York
$8K – – –
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$6K +$3.25K +106 +97%
S
46
SignatureFD
Georgia
$1K – – –
OSAM
47
O'Shaughnessy Asset Management
Connecticut
$1K +$858 +28 New
AIG
48
American International Group
New York
$87 +$582 +19 +0.7%
JWCA
49
J.W. Cole Advisors
Florida
– -$371K -13,950 Closed
GT
50
Glenmede Trust
Pennsylvania
– -$81K -3,060 Closed
1
2
3

EVI Hedge Fund Activity: Q4 2020 in Review

50 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in EVI Industries (EVI) for Q4 2020, worth a combined $127M — up 14% from $111M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new EVI positions and 2 closed out — a net gain of 2 holders — while 25 added to existing stakes and 11 trimmed.

The largest buyer was Conestoga Capital Advisors, adding an estimated $635K. The largest seller was Vanguard Group, cutting an estimated $378K.

  • 50 institutional investors held EVI Industries (EVI) as of Q4 2020, up from 48 in Q3 2020.
  • Funds reported $127M of EVI Industries stock for Q4 2020, up 14% quarter-over-quarter.
  • 4 funds opened new EVI Industries positions in Q4 2020 and 2 closed out, a net change of +2 holders.
  • The largest EVI Industries buyer in Q4 2020 was Conestoga Capital Advisors, an estimated $635K added.
  • The largest EVI Industries seller in Q4 2020 was Vanguard Group, an estimated $378K sold.

Based on aggregated 13F filings for Q4 2020.