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EVI Industries
EVI

47 hedge funds and large institutions have $105M invested in EVI Industries in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

56% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 9

24% more funds holding

Funds holding: 38 → 47 (+9)

18% more capital invested

Capital invested by funds: $88.8M → $105M (+$15.9M)

2.1% more ownership

Funds ownership: 35.71% → 37.81% (+2.1%)

Holders
47
Holders Change
+9
Holders Change %
+23.68%
% of All Funds
0.74%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
15
Increased
14
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$4.03M
2
Swedbank
Swedbank
Sweden
+$2.04M
3
State Street
State Street
Massachusetts
+$1.3M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$924K
5
Northern Trust
Northern Trust
Illinois
+$659K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.2M
2
Millennium Management
Millennium Management
New York
-$1.01M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$745K
4
CCA
Conestoga Capital Advisors
Pennsylvania
-$608K
5
Citigroup
Citigroup
New York
-$441K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$132K +$49.1K +2,411 +67%
UBS Group
27
UBS Group
Switzerland
$94K +$43.7K +2,145 +101%
New York State Common Retirement Fund
28
New York State Common Retirement Fund
New York
$90.2K +$83.5K +4,100 New
RhumbLine Advisers
29
RhumbLine Advisers
Massachusetts
$87.4K +$80.9K +3,973 New
JP Morgan Chase
30
JP Morgan Chase
New York
$85K +$78.7K +3,865 New
AIG
31
American International Group
New York
$50.2K +$46.5K +2,283 New
Lazard Asset Management
32
Lazard Asset Management
New York
$46K +$43.1K +2,116 New
Bank of America
33
Bank of America
North Carolina
$45.9K -$133K -6,511 -76%
BNP Paribas Financial Markets
34
BNP Paribas Financial Markets
France
$45.1K +$41.7K +2,047 +68,233%
California State Teachers Retirement System (CalSTRS)
35
California State Teachers Retirement System (CalSTRS)
California
$34.7K +$32.1K +1,578 New
GCM
36
Gladius Capital Management
Illinois
$33.7K +$31.2K +1,530 New
Citigroup
37
Citigroup
New York
$31.1K -$441K -21,649 -94%
Osaic Holdings
38
Osaic Holdings
Arizona
$24.8K +$204 +10 +0.9%
Barclays
39
Barclays
United Kingdom
$20.9K -$45.4K -2,231 -70%
AB
40
Amalgamated Bank
New York
$15K +$13.8K +676 New
Legal & General Group
41
Legal & General Group
United Kingdom
$11.9K +$11K +542 New
AIP
42
Ameritas Investment Partners
Nebraska
$8.62K +$7.99K +392 New
GEA
43
Glen Eagle Advisors
New Jersey
$6.6K +$6.11K +300 New
HMS
44
Hanseatic Management Services
New Mexico
$5K – – –
TRCT
45
Tower Research Capital (TRC)
New York
$2.73K +$2.53K +124 New
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
Fidelity Investments
47
Fidelity Investments
Massachusetts
$198 – – –
Millennium Management
48
Millennium Management
New York
– -$1.01M -50,899 Closed
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
– -$745K -37,649 Closed
Jane Street
50
Jane Street
New York
– -$418K -21,086 Closed
1
2
3

EVI Hedge Fund Activity: Q2 2023 in Review

47 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in EVI Industries (EVI) for Q2 2023, worth a combined $105M — up 18% from $88.8M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new EVI positions and 6 closed out — a net gain of 9 holders — while 14 added to existing stakes and 9 trimmed.

The largest buyer was BlackRock, adding an estimated $4.03M. The largest seller was Morgan Stanley, cutting an estimated $1.2M.

  • 47 institutional investors held EVI Industries (EVI) as of Q2 2023, up from 38 in Q1 2023.
  • Funds reported $105M of EVI Industries stock for Q2 2023, up 18% quarter-over-quarter.
  • 15 funds opened new EVI Industries positions in Q2 2023 and 6 closed out, a net change of +9 holders.
  • The largest EVI Industries buyer in Q2 2023 was BlackRock, an estimated $4.03M added.
  • The largest EVI Industries seller in Q2 2023 was Morgan Stanley, an estimated $1.2M sold.

Based on aggregated 13F filings for Q2 2023.