We are live on ! Find out more
EVI icon

EVI Industries
EVI

47 hedge funds and large institutions have $118M invested in EVI Industries in 2021 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 16

0.3% less ownership

Funds ownership: 34.19% → 33.9% (-0.3%)

2% less capital invested

Capital invested by funds: $120M → $118M (-$2.63M)

11% less funds holding

Funds holding: 53 → 47 (-6)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 6

Holders
47
Holders Change
-6
Holders Change %
-11.32%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
20
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACH
ArrowMark Colorado Holdings
Colorado
+$1.4M
2
Comerica Bank
Comerica Bank
Texas
+$351K
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$181K
4
CCA
Conestoga Capital Advisors
Pennsylvania
+$180K
5
ELI
Empire Life Investments
Ontario, Canada
+$118K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$909K
2
Vanguard Group
Vanguard Group
Pennsylvania
-$720K
3
Millennium Management
Millennium Management
New York
-$482K
4
Renaissance Technologies
Renaissance Technologies
New York
-$364K
5
RA
Royce & Associates
New York
-$254K
Name Holding Trade Value Shares
Change 		Change in
Stake
D.E. Shaw & Co
26
D.E. Shaw & Co
New York
$296K +$9.33K +319 +3%
BA
27
Bard Associates
Illinois
$244K – – –
California State Teachers Retirement System (CalSTRS)
28
California State Teachers Retirement System (CalSTRS)
California
$223K +$7.4K +253 +3%
Wells Fargo
29
Wells Fargo
California
$213K +$28.5K +975 +15%
New York State Common Retirement Fund
30
New York State Common Retirement Fund
New York
$138K -$45.5K -1,557 -24%
Osaic Holdings
31
Osaic Holdings
Arizona
$106K -$380 -13 -0.3%
Deutsche Bank
32
Deutsche Bank
Germany
$100K +$6.96K +238 +7%
Bank of America
33
Bank of America
North Carolina
$62K -$181K -6,204 -74%
UBS Group
34
UBS Group
Switzerland
$43K -$23.5K -802 -35%
Citigroup
35
Citigroup
New York
$43K -$7.37K -252 -14%
TRCT
36
Tower Research Capital (TRC)
New York
$39K +$18.8K +644 +86%
US Bancorp
37
US Bancorp
Minnesota
$38K – – –
Barclays
38
Barclays
United Kingdom
$20K -$102K -3,478 -83%
Legal & General Group
39
Legal & General Group
United Kingdom
$16K – – –
AIP
40
Ameritas Investment Partners
Nebraska
$9K – – –
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$7K – – –
BNP Paribas Financial Markets
42
BNP Paribas Financial Markets
France
$6.93K -$13.2K -451 -65%
SPIA
43
Steward Partners Investment Advisory
New York
$1K -$43.4K -1,485 -98%
OSAM
44
O'Shaughnessy Asset Management
Connecticut
$1K -$146 -5 -18%
S
45
SignatureFD
Georgia
$1K – – –
AIG
46
American International Group
New York
$91 +$7.98K +273 +9%
Millennium Management
47
Millennium Management
New York
– -$482K -16,763 Closed
Renaissance Technologies
48
Renaissance Technologies
New York
– -$364K -12,643 Closed
Nisa Investment Advisors
49
Nisa Investment Advisors
Missouri
– -$11 -390 Closed
APWM
50
Atlas Private Wealth Management
New York
– -$8K -270 Closed
1
2
3

EVI Hedge Fund Activity: Q2 2021 in Review

47 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in EVI Industries (EVI) for Q2 2021, worth a combined $118M — down 2.2% from $120M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of EVI and 0 opened new positions — a net loss of 6 holders — while 16 trimmed existing stakes and 20 added.

The largest buyer was ArrowMark Colorado Holdings, adding an estimated $1.4M. The largest seller was Morgan Stanley, cutting an estimated $909K.

  • 47 institutional investors held EVI Industries (EVI) as of Q2 2021, down from 53 in Q1 2021.
  • Funds reported $118M of EVI Industries stock for Q2 2021, down 2.2% quarter-over-quarter.
  • 0 funds opened new EVI Industries positions in Q2 2021 and 6 closed out, a net change of -6 holders.
  • The largest EVI Industries buyer in Q2 2021 was ArrowMark Colorado Holdings, an estimated $1.4M added.
  • The largest EVI Industries seller in Q2 2021 was Morgan Stanley, an estimated $909K sold.

Based on aggregated 13F filings for Q2 2021.