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EVI Industries
EVI

53 hedge funds and large institutions have $120M invested in EVI Industries in 2021 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 19

6% more funds holding

Funds holding: 50 → 53 (+3)

2.07% more ownership

Funds ownership: 32.13% → 34.19% (+2.1%)

5% less capital invested

Capital invested by funds: $127M → $120M (-$6.98M)

Holders
53
Holders Change
+3
Holders Change %
+6%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
21
Reduced
19
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.09M
2
ACA
Anchor Capital Advisors
Massachusetts
+$722K
3
CCA
Conestoga Capital Advisors
Pennsylvania
+$677K
4
ACH
ArrowMark Colorado Holdings
Colorado
+$649K
5
Renaissance Technologies
Renaissance Technologies
New York
+$443K

Top Sellers

Rank Fund Capital Flow
1
CM
Conifer Management
New York
-$3.68M
2
RA
Royce & Associates
New York
-$2.14M
3
Ameriprise
Ameriprise
Minnesota
-$701K
4
Vanguard Group
Vanguard Group
Pennsylvania
-$365K
5
ELI
Empire Life Investments
Ontario, Canada
-$311K
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
26
Charles Schwab
California
$372K +$38.4K +1,098 +9%
Renaissance Technologies
27
Renaissance Technologies
New York
$364K +$443K +12,643 New
D.E. Shaw & Co
28
D.E. Shaw & Co
New York
$291K +$354K +10,109 New
BA
29
Bard Associates
Illinois
$247K – – –
Bank of America
30
Bank of America
North Carolina
$241K +$181K +5,163 +160%
California State Teachers Retirement System (CalSTRS)
31
California State Teachers Retirement System (CalSTRS)
California
$219K – – –
Wells Fargo
32
Wells Fargo
California
$188K -$261K -7,453 -53%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$184K – – –
Barclays
34
Barclays
United Kingdom
$121K +$147K +4,200 New
Osaic Holdings
35
Osaic Holdings
Arizona
$109K -$15K -429 -10%
Deutsche Bank
36
Deutsche Bank
Germany
$95K -$10.7K -306 -9%
UBS Group
37
UBS Group
Switzerland
$66K -$92.3K -2,636 -53%
Citigroup
38
Citigroup
New York
$51K -$22.7K -647 -27%
SPIA
39
Steward Partners Investment Advisory
New York
$43.6K -$1.16K -33 -2%
US Bancorp
40
US Bancorp
Minnesota
$39K +$32.4K +925 +220%
TRCT
41
Tower Research Capital (TRC)
New York
$21K -$39.2K -1,120 -60%
BNP Paribas Financial Markets
42
BNP Paribas Financial Markets
France
$20K -$10.5K -301 -30%
Legal & General Group
43
Legal & General Group
United Kingdom
$16K -$1.68K -48 -8%
AIP
44
Ameritas Investment Partners
Nebraska
$9K – – –
APWM
45
Atlas Private Wealth Management
New York
$8K – – –
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$7K +$735 +21 +10%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$6K -$22.3K -637 -75%
S
48
SignatureFD
Georgia
$1K -$595 -17 -44%
OSAM
49
O'Shaughnessy Asset Management
Connecticut
$1K – – –
AIG
50
American International Group
New York
$84 +$280 +8 +0.3%
1
2
3

EVI Hedge Fund Activity: Q1 2021 in Review

53 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in EVI Industries (EVI) for Q1 2021, worth a combined $120M — down 5.5% from $127M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new EVI positions and 0 closed out — a net gain of 3 holders — while 21 added to existing stakes and 19 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.09M. The largest seller was Conifer Management, cutting an estimated $3.68M.

  • 53 institutional investors held EVI Industries (EVI) as of Q1 2021, up from 50 in Q4 2020.
  • Funds reported $120M of EVI Industries stock for Q1 2021, down 5.5% quarter-over-quarter.
  • 3 funds opened new EVI Industries positions in Q1 2021 and 0 closed out, a net change of +3 holders.
  • The largest EVI Industries buyer in Q1 2021 was Morgan Stanley, an estimated $1.09M added.
  • The largest EVI Industries seller in Q1 2021 was Conifer Management, an estimated $3.68M sold.

Based on aggregated 13F filings for Q1 2021.