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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$4.03M |
| 2 |
Swedbank
Stockholm,
Sweden
|
+$2.04M |
| 3 |
State Street
Boston,
Massachusetts
|
+$1.3M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$924K |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$659K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.2M |
| 2 |
Millennium Management
New York
|
-$1.01M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$745K |
| 4 |
CCA
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
-$608K |
| 5 |
Citigroup
New York
|
-$441K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Goldman Sachs
New York
| – | -$406K | -20,483 | Closed |
|
|
HF
52
HRT Financial
New York
| – | -$329K | -16,657 | Closed |
|
53
US Bancorp
Minneapolis,
Minnesota
| – | -$1.05K | -53 | Closed |
|
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.