EVI Industries
EVI
54 hedge funds and large institutions have $132M invested in EVI Industries in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 11 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
109% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 11
9% more capital invested
Capital invested by funds: $121M → $132M (+$11.1M)
8% more funds holding
Funds holding: 50 → 54 (+4)
5.36% more ownership
Funds ownership: 36.47% → 41.84% (+5.4%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$906K |
| 2 |
CCA
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
+$881K |
| 3 |
Pathstone Holdings
Englewood,
New Jersey
|
+$598K |
| 4 |
Comerica Bank
Dallas,
Texas
|
+$561K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$524K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFG
Mendota Financial Group
Madison,
Wisconsin
|
-$279K |
| 2 |
Morgan Stanley
New York
|
-$254K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$123K |
| 4 |
ELI
Empire Life Investments
Toronto,
Ontario, Canada
|
-$68.1K |
| 5 |
Barclays
London,
United Kingdom
|
-$40.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Fidelity Investments
Boston,
Massachusetts
| $4.51K | +$3.56K | +162 | +853% |
|
|
AB
52
Amalgamated Bank
New York
| $4K | -$10.3K | -468 | -75% |
|
|
TRCT
53
Tower Research Capital (TRC)
New York
| $1.57K | -$12K | -547 | -90% |
|
|
HMS
54
Hanseatic Management Services
Albuquerque,
New Mexico
| – | -$5.5K | -232 | Closed |
|
55
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$593 | -25 | Closed |
|
|
C
56
Covestor
London,
United Kingdom
| – | +$417 | +19 | New |
|
EVI Hedge Fund Activity: Q1 2024 in Review
54 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in EVI Industries (EVI) for Q1 2024, worth a combined $132M — up 9.2% from $121M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new EVI positions and 2 closed out — a net gain of 4 holders — while 23 added to existing stakes and 11 trimmed.
The largest buyer was BlackRock, adding an estimated $906K. The largest seller was Mendota Financial Group, cutting an estimated $279K.
- 54 institutional investors held EVI Industries (EVI) as of Q1 2024, up from 50 in Q4 2023.
- Funds reported $132M of EVI Industries stock for Q1 2024, up 9.2% quarter-over-quarter.
- 6 funds opened new EVI Industries positions in Q1 2024 and 2 closed out, a net change of +4 holders.
- The largest EVI Industries buyer in Q1 2024 was BlackRock, an estimated $906K added.
- The largest EVI Industries seller in Q1 2024 was Mendota Financial Group, an estimated $279K sold.
Based on aggregated 13F filings for Q1 2024.