EVI Industries
EVI
54 hedge funds and large institutions have $129M invested in EVI Industries in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 3 closing their positions.
233% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 3
23% more capital invested
Capital invested by funds: $105M → $129M (+$24.1M)
15% more funds holding
Funds holding: 47 → 54 (+7)
13% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 15
3.44% more ownership
Funds ownership: 37.81% → 41.25% (+3.4%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAM
Broadcrest Asset Management
Winter Park,
Florida
|
+$8.53M |
| 2 |
Swedbank
Stockholm,
Sweden
|
+$4.52M |
| 3 |
Comerica Bank
Dallas,
Texas
|
+$1.08M |
| 4 |
BlackRock
New York
|
+$355K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$282K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CM
Conifer Management
New York
|
-$2.56M |
| 2 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$1.65M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$205K |
| 4 |
CCA
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
-$152K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$74.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MLICM
51
Metropolitan Life Insurance Company (MetLife)
New York
| $6.92K | +$7.04K | +279 | New |
|
|
HMS
52
Hanseatic Management Services
Albuquerque,
New Mexico
| $5.76K | – | – | – |
|
53
Fidelity Investments
Boston,
Massachusetts
| $645 | +$429 | +17 | +189% |
|
54
Citigroup
New York
| $50 | -$35.6K | -1,410 | -100% |
|
|
CM
55
Conifer Management
New York
| – | -$2.56M | -116,341 | Closed |
|
|
GCM
56
Gladius Capital Management
Chicago,
Illinois
| – | -$33.7K | -1,530 | Closed |
|
57
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$1K | -68 | Closed |
|
EVI Hedge Fund Activity: Q3 2023 in Review
54 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in EVI Industries (EVI) for Q3 2023, worth a combined $129M — up 23% from $105M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new EVI positions and 3 closed out — a net gain of 7 holders — while 17 added to existing stakes and 15 trimmed.
The largest buyer was Broadcrest Asset Management, opening a new position worth an estimated $8.53M. The largest seller was Conifer Management, exiting entirely with an estimated $2.56M sold.
- 54 institutional investors held EVI Industries (EVI) as of Q3 2023, up from 47 in Q2 2023.
- Funds reported $129M of EVI Industries stock for Q3 2023, up 23% quarter-over-quarter.
- 10 funds opened new EVI Industries positions in Q3 2023 and 3 closed out, a net change of +7 holders.
- The largest EVI Industries buyer in Q3 2023 was Broadcrest Asset Management, an estimated $8.53M added.
- The largest EVI Industries seller in Q3 2023 was Conifer Management, an estimated $2.56M sold.
Based on aggregated 13F filings for Q3 2023.