EVI Industries
EVI
38 hedge funds and large institutions have $88.8M invested in EVI Industries in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 8 reducing their positions, and 2 closing their positions.
125% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 8
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
3% more funds holding
Funds holding: 37 → 38 (+1)
0.81% less ownership
Funds ownership: 36.52% → 35.71% (-0.81%)
17% less capital invested
Capital invested by funds: $108M → $88.8M (-$18.8M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Swedbank
Stockholm,
Sweden
|
+$1.68M |
| 2 |
RA
Royce & Associates
New York
|
+$1.33M |
| 3 |
Millennium Management
New York
|
+$605K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$502K |
| 5 |
Goldman Sachs
New York
|
+$426K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$6.48M |
| 2 |
Renaissance Technologies
New York
|
-$210K |
| 3 |
BA
Bard Associates
Chicago,
Illinois
|
-$204K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$22.9K |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$18.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HF
26
HRT Financial
New York
| $329K | +$346K | +16,657 | New |
|
27
Northern Trust
Chicago,
Illinois
| $325K | +$12.5K | +600 | +4% |
|
28
Bank of America
Charlotte,
North Carolina
| $170K | +$156K | +7,529 | +706% |
|
|
29
Royal Bank of Canada
Toronto,
Ontario, Canada
| $71K | -$22.9K | -1,100 | -23% |
|
30
Barclays
London,
United Kingdom
| $62.9K | +$41.1K | +1,980 | +165% |
|
31
UBS Group
Zurich,
Switzerland
| $42.1K | -$16.7K | -805 | -27% |
|
32
Osaic Holdings
Scottsdale,
Arizona
| $22.1K | -$270 | -13 | -1% |
|
|
DA
33
Denali Advisors
San Diego,
California
| $11.9K | +$12.5K | +600 | New |
|
|
HMS
34
Hanseatic Management Services
Albuquerque,
New Mexico
| $5K | – | – | – |
|
35
US Bancorp
Minneapolis,
Minnesota
| $1.05K | – | – | – |
|
36
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $1K | -$2.78K | -134 | -66% |
|
37
Fidelity Investments
Boston,
Massachusetts
| $178 | – | – | – |
|
38
BNP Paribas Financial Markets
Paris,
France
| $59 | -$2.08K | -100 | -97% |
|
|
39
Renaissance Technologies
New York
| – | -$210K | -8,797 | Closed |
|
|
BA
40
Bard Associates
Chicago,
Illinois
| – | -$204K | -8,530 | Closed |
|
EVI Hedge Fund Activity: Q1 2023 in Review
38 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in EVI Industries (EVI) for Q1 2023, worth a combined $88.8M — down 17% from $108M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new EVI positions and 2 closed out — a net gain of 2 holders — while 18 added to existing stakes and 8 trimmed.
The largest buyer was Swedbank, opening a new position worth an estimated $1.68M. The largest seller was Morgan Stanley, cutting an estimated $6.48M.
- 38 institutional investors held EVI Industries (EVI) as of Q1 2023, up from 37 in Q4 2022.
- Funds reported $88.8M of EVI Industries stock for Q1 2023, down 17% quarter-over-quarter.
- 4 funds opened new EVI Industries positions in Q1 2023 and 2 closed out, a net change of +2 holders.
- The largest EVI Industries buyer in Q1 2023 was Swedbank, an estimated $1.68M added.
- The largest EVI Industries seller in Q1 2023 was Morgan Stanley, an estimated $6.48M sold.
Based on aggregated 13F filings for Q1 2023.