EVI Industries
EVI
50 hedge funds and large institutions have $127M invested in EVI Industries in 2020 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 25 increasing their positions, 11 reducing their positions, and 2 closing their positions.
127% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 11
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
14% more capital invested
Capital invested by funds: $111M → $127M (+$15.9M)
4% more funds holding
Funds holding: 48 → 50 (+2)
2.9% less ownership
Funds ownership: 35.03% → 32.13% (-2.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCA
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
+$635K |
| 2 |
BlackRock
New York
|
+$580K |
| 3 |
Morgan Stanley
New York
|
+$316K |
| 4 |
JP Morgan Chase
New York
|
+$302K |
| 5 |
Millennium Management
New York
|
+$237K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$378K |
| 2 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
-$371K |
| 3 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
-$190K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$119K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$96.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Fidelity Investments
Boston,
Massachusetts
| – | -$827 | -27 | -75% |
|
|
IAIM
52
International Assets Investment Management
Orlando,
Florida
| – | +$215 | +7 | New |
|
EVI Hedge Fund Activity: Q4 2020 in Review
50 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in EVI Industries (EVI) for Q4 2020, worth a combined $127M — up 14% from $111M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new EVI positions and 2 closed out — a net gain of 2 holders — while 25 added to existing stakes and 11 trimmed.
The largest buyer was Conestoga Capital Advisors, adding an estimated $635K. The largest seller was Vanguard Group, cutting an estimated $378K.
- 50 institutional investors held EVI Industries (EVI) as of Q4 2020, up from 48 in Q3 2020.
- Funds reported $127M of EVI Industries stock for Q4 2020, up 14% quarter-over-quarter.
- 4 funds opened new EVI Industries positions in Q4 2020 and 2 closed out, a net change of +2 holders.
- The largest EVI Industries buyer in Q4 2020 was Conestoga Capital Advisors, an estimated $635K added.
- The largest EVI Industries seller in Q4 2020 was Vanguard Group, an estimated $378K sold.
Based on aggregated 13F filings for Q4 2020.