EVI Industries
EVI
37 hedge funds and large institutions have $108M invested in EVI Industries in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
31% more capital invested
Capital invested by funds: $82.2M → $108M (+$25.4M)
22% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 9
16% more funds holding
Funds holding: 32 → 37 (+5)
0.33% more ownership
Funds ownership: 36.18% → 36.52% (+0.33%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$446K |
| 2 |
Comerica Bank
Dallas,
Texas
|
+$440K |
| 3 |
Citigroup
New York
|
+$408K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$265K |
| 5 |
Jane Street
New York
|
+$227K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$1.09M |
| 2 |
CCA
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
-$727K |
| 3 |
E
Ergoteles
New York
|
-$367K |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$200K |
| 5 |
Two Sigma Advisers
New York
|
-$196K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BA
26
Bard Associates
Chicago,
Illinois
| $204K | +$167K | +8,530 | New |
|
27
Royal Bank of Canada
Toronto,
Ontario, Canada
| $112K | +$90.9K | +4,631 | +6,712% |
|
28
UBS Group
Zurich,
Switzerland
| $70K | +$28.1K | +1,433 | +96% |
|
29
Barclays
London,
United Kingdom
| $28.6K | +$23.5K | +1,199 | New |
|
30
Osaic Holdings
Scottsdale,
Arizona
| $27K | -$2.32K | -118 | -9% |
|
31
Bank of America
Charlotte,
North Carolina
| $25.5K | +$236 | +12 | +1% |
|
|
HMS
32
Hanseatic Management Services
Albuquerque,
New Mexico
| $6K | +$4.55K | +232 | New |
|
33
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $5K | +$3.97K | +202 | New |
|
34
BNP Paribas Financial Markets
Paris,
France
| $2.46K | – | – | – |
|
35
Dimensional Fund Advisors
Austin,
Texas
| $1.61K | +$90K | +4,583 | +7% |
|
36
US Bancorp
Minneapolis,
Minnesota
| $1.26K | – | – | – |
|
37
Fidelity Investments
Boston,
Massachusetts
| $215 | – | – | – |
|
|
E
38
Ergoteles
New York
| – | -$367K | -20,236 | Closed |
|
|
39
Two Sigma Advisers
New York
| – | -$196K | -10,800 | Closed |
|
40
Rockefeller Capital Management
New York
| – | -$1K | -81 | Closed |
|
EVI Hedge Fund Activity: Q4 2022 in Review
37 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in EVI Industries (EVI) for Q4 2022, worth a combined $108M — up 31% from $82.2M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new EVI positions and 4 closed out — a net gain of 5 holders — while 11 added to existing stakes and 9 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $446K. The largest seller was Vanguard Group, cutting an estimated $1.09M.
- 37 institutional investors held EVI Industries (EVI) as of Q4 2022, up from 32 in Q3 2022.
- Funds reported $108M of EVI Industries stock for Q4 2022, up 31% quarter-over-quarter.
- 9 funds opened new EVI Industries positions in Q4 2022 and 4 closed out, a net change of +5 holders.
- The largest EVI Industries buyer in Q4 2022 was Morgan Stanley, an estimated $446K added.
- The largest EVI Industries seller in Q4 2022 was Vanguard Group, an estimated $1.09M sold.
Based on aggregated 13F filings for Q4 2022.