EVI Industries
EVI
50 hedge funds and large institutions have $121M invested in EVI Industries in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 7 closing their positions.
6% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 18
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4.78% less ownership
Funds ownership: 41.25% → 36.47% (-4.8%)
6% less capital invested
Capital invested by funds: $129M → $121M (-$7.88M)
7% less funds holding
Funds holding: 54 → 50 (-4)
57% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$481K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$338K |
| 3 |
Renaissance Technologies
New York
|
+$282K |
| 4 |
CCP
Carmel Capital Partners
San Diego,
California
|
+$232K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$167K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$1.83M |
| 2 |
CCA
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
-$881K |
| 3 |
ACA
Anchor Capital Advisors
Boston,
Massachusetts
|
-$645K |
| 4 |
MFG
Mendota Financial Group
Madison,
Wisconsin
|
-$376K |
| 5 |
Morgan Stanley
New York
|
-$327K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACA
51
Anchor Capital Advisors
Boston,
Massachusetts
| – | -$645K | -25,974 | Closed |
|
52
Invesco
Atlanta,
Georgia
| – | -$277K | -11,174 | Closed |
|
|
RJT
53
Raymond James Trust
St. Petersburg,
Florida
| – | -$201K | -8,103 | Closed |
|
|
MIM
54
MetLife Investment Management
Whippany,
New Jersey
| – | -$62.8K | -2,530 | Closed |
|
55
Lazard Asset Management
New York
| – | -$52K | -2,116 | Closed |
|
|
GEA
56
Glen Eagle Advisors
Kingston,
New Jersey
| – | -$7.45K | -300 | Closed |
|
|
MLICM
57
Metropolitan Life Insurance Company (MetLife)
New York
| – | -$6.92K | -279 | Closed |
|
EVI Hedge Fund Activity: Q4 2023 in Review
50 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in EVI Industries (EVI) for Q4 2023, worth a combined $121M — down 6.1% from $129M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of EVI and 3 opened new positions — a net loss of 4 holders — while 18 trimmed existing stakes and 19 added.
The largest buyer was BlackRock, adding an estimated $481K. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $1.83M.
- 50 institutional investors held EVI Industries (EVI) as of Q4 2023, down from 54 in Q3 2023.
- Funds reported $121M of EVI Industries stock for Q4 2023, down 6.1% quarter-over-quarter.
- 3 funds opened new EVI Industries positions in Q4 2023 and 7 closed out, a net change of -4 holders.
- The largest EVI Industries buyer in Q4 2023 was BlackRock, an estimated $481K added.
- The largest EVI Industries seller in Q4 2023 was ArrowMark Colorado Holdings, an estimated $1.83M sold.
Based on aggregated 13F filings for Q4 2023.