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EVI Industries

59 hedge funds and large institutions have $102M invested in EVI Industries in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

4% more funds holding

Funds holding: 5759 (+2)

6% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 18

3% more capital invested

Capital invested by funds: $99.3M → $102M (+$2.73M)

0.22% more ownership

Funds ownership: 41.4%41.62% (+0.22%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
59
Holders Change
+2
Holders Change %
+3.51%
% of All Funds
0.85%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
19
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$290K
Morgan Stanley
27
Morgan Stanley
New York
$260K +$153K +8,522 +173%
Squarepoint
28
Squarepoint
New York
$255K +$237K +13,196 New
Two Sigma Investments
29
Two Sigma Investments
New York
$224K -$4.45K -248 -2%
BA
30
Bard Associates
Illinois
$223K +$204K +11,349 New
CCP
31
Carmel Capital Partners
California
$209K -$4.88K -272 -2%
JP Morgan Chase
32
JP Morgan Chase
New York
$200K +$98.2K +5,474 +112%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$178K +$520 +29 +0.3%
Barclays
34
Barclays
United Kingdom
$140K +$87.6K +4,881 +207%
BNP Paribas Financial Markets
35
BNP Paribas Financial Markets
France
$83.9K +$42.8K +2,387 +122%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$82.2K +$72.4K +4,036 +1,869%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$82.1K -$12.4K -692 -14%
UBS Group
38
UBS Group
Switzerland
$76.7K +$15.5K +863 +28%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$76.6K -$79K -4,400 -53%
Citigroup
40
Citigroup
New York
$72.1K +$42.9K +2,391 +178%
Bank of America
41
Bank of America
North Carolina
$69K -$12.8K -711 -17%
Deutsche Bank
42
Deutsche Bank
Germany
$67K +$31.4K +1,748 +102%
HNB
43
Hilltop National Bank
Wyoming
$64.2K -$2.53K -141 -4%
Mirae Asset Global ETFs Holdings
44
Mirae Asset Global ETFs Holdings
Hong Kong
$54.8K -$7.55K -421 -13%
CF
45
Corebridge Financial
Texas
$53.4K -$305 -17 -0.6%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$43.6K
Nisa Investment Advisors
47
Nisa Investment Advisors
Missouri
$20.5K +$18.7K +1,044 New
Osaic Holdings
48
Osaic Holdings
Arizona
$20.5K
Legal & General Group
49
Legal & General Group
United Kingdom
$10.5K
TRCT
50
Tower Research Capital (TRC)
New York
$8.66K -$12.8K -712 -61%

EVI Hedge Fund Activity: Q3 2024 in Review

59 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in EVI Industries (EVI) for Q3 2024, worth a combined $102M — up 2.8% from $99.3M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new EVI positions and 7 closed out — a net gain of 2 holders — while 19 added to existing stakes and 18 trimmed.

The largest buyer was Luther King Capital Management (LKCM), opening a new position worth an estimated $644K. The largest seller was ArrowMark Colorado Holdings, exiting entirely with an estimated $1.35M sold.

  • 59 institutional investors held EVI Industries (EVI) as of Q3 2024, up from 57 in Q2 2024.
  • Funds reported $102M of EVI Industries stock for Q3 2024, up 2.8% quarter-over-quarter.
  • 9 funds opened new EVI Industries positions in Q3 2024 and 7 closed out, a net change of +2 holders.
  • The largest EVI Industries buyer in Q3 2024 was Luther King Capital Management (LKCM), an estimated $644K added.
  • The largest EVI Industries seller in Q3 2024 was ArrowMark Colorado Holdings, an estimated $1.35M sold.

Based on aggregated 13F filings for Q3 2024.