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EVI Industries
EVI

32 hedge funds and large institutions have $82.2M invested in EVI Industries in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more capital invested

Capital invested by funds: $47.7M → $82.2M (+$34.5M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.98% less ownership

Funds ownership: 38.17% → 36.18% (-2%)

20% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 10

26% less funds holding

Funds holding: 43 → 32 (-11)

77% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 13

Holders
32
Holders Change
-11
Holders Change %
-25.58%
% of All Funds
0.55%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
8
Reduced
10
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$1.85M
2
RJA
Raymond James & Associates
Florida
+$1.08M
3
Natixis Advisors
Natixis Advisors
Massachusetts
+$301K
4
Morgan Stanley
Morgan Stanley
New York
+$169K
5
ACA
Anchor Capital Advisors
Massachusetts
+$85.4K

Top Sellers

Rank Fund Capital Flow
1
Russell Investments Group
Russell Investments Group
United Kingdom
-$1.63M
2
CCA
Conestoga Capital Advisors
Pennsylvania
-$740K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$414K
4
Ameriprise
Ameriprise
Minnesota
-$277K
5
Renaissance Technologies
Renaissance Technologies
New York
-$252K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
26
Bank of America
North Carolina
$19K -$177 -15 -1%
BNP Paribas Financial Markets
27
BNP Paribas Financial Markets
France
$1.87K -$55.4K -4,698 -98%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$1K -$414K -35,078 -100%
US Bancorp
29
US Bancorp
Minnesota
$1K -$578 -49 -48%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$1K +$956 +81 New
Russell Investments Group
31
Russell Investments Group
United Kingdom
– -$1.63M -163,312 Closed
Ameriprise
32
Ameriprise
Minnesota
– -$277K -27,719 Closed
Renaissance Technologies
33
Renaissance Technologies
New York
– -$252K -25,197 Closed
Two Sigma Investments
34
Two Sigma Investments
New York
– -$157K -15,736 Closed
SOW
35
State of Wyoming
Wyoming
– -$28K -2,797 Closed
JP Morgan Chase
36
JP Morgan Chase
New York
– -$26K -2,637 Closed
GEA
37
Glen Eagle Advisors
New Jersey
– -$3.2K -320 Closed
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
– -$3K -310 Closed
Barclays
39
Barclays
United Kingdom
– -$2K -193 Closed
TRCT
40
Tower Research Capital (TRC)
New York
– -$1K -150 Closed
1
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EVI Hedge Fund Activity: Q3 2022 in Review

32 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in EVI Industries (EVI) for Q3 2022, worth a combined $82.2M — up 72% from $47.7M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of EVI and 3 opened new positions — a net loss of 10 holders — while 10 trimmed existing stakes and 8 added.

The largest buyer was CAPTRUST Financial Advisors, opening a new position worth an estimated $1.85M. The largest seller was Russell Investments Group, exiting entirely with an estimated $1.63M sold.

  • 32 institutional investors held EVI Industries (EVI) as of Q3 2022, down from 43 in Q2 2022.
  • Funds reported $82.2M of EVI Industries stock for Q3 2022, up 72% quarter-over-quarter.
  • 3 funds opened new EVI Industries positions in Q3 2022 and 13 closed out, a net change of -10 holders.
  • The largest EVI Industries buyer in Q3 2022 was CAPTRUST Financial Advisors, an estimated $1.85M added.
  • The largest EVI Industries seller in Q3 2022 was Russell Investments Group, an estimated $1.63M sold.

Based on aggregated 13F filings for Q3 2022.