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EVI Industries
EVI

57 hedge funds and large institutions have $99.3M invested in EVI Industries in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

6% more funds holding

Funds holding: 54 → 57 (+3)

0.44% less ownership

Funds ownership: 41.84% → 41.4% (-0.44%)

19% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 21

25% less capital invested

Capital invested by funds: $132M → $99.3M (-$32.7M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
57
Holders Change
+3
Holders Change %
+5.56%
% of All Funds
0.82%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
10
Increased
17
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CCA
Conestoga Capital Advisors
Pennsylvania
+$2.46M
2
Jane Street
Jane Street
New York
+$332K
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$174K
4
Comerica Bank
Comerica Bank
Texas
+$171K
5
RJA
Raymond James & Associates
Florida
+$102K

Top Sellers

Rank Fund Capital Flow
1
ACH
ArrowMark Colorado Holdings
Colorado
-$2.16M
2
BlackRock
BlackRock
New York
-$355K
3
Citadel Advisors
Citadel Advisors
Florida
-$278K
4
BA
Bard Associates
Illinois
-$214K
5
RJT
Raymond James Trust
Florida
-$208K
Name Holding Trade Value Shares
Change 		Change in
Stake
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$7.08K -$5.78K -278 -43%
Fidelity Investments
52
Fidelity Investments
Massachusetts
$4.09K +$728 +35 +19%
AB
53
Amalgamated Bank
New York
$3K – – –
Macquarie Group
54
Macquarie Group
Australia
$1.42K +$1.56K +75 New
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$681 +$748 +36 New
BA
56
Bard Associates
Illinois
– -$214K -8,600 Closed
RJT
57
Raymond James Trust
Florida
– -$208K -8,372 Closed
Squarepoint
58
Squarepoint
New York
– -$208K -8,345 Closed
DA
59
Denali Advisors
California
– -$167K -6,700 Closed
MIM
60
MetLife Investment Management
New Jersey
– -$83.8K -3,365 Closed
AIG
61
American International Group
New York
– -$79.6K -3,195 Closed
MLICM
62
Metropolitan Life Insurance Company (MetLife)
New York
– -$8.62K -346 Closed
C
63
Covestor
United Kingdom
– +$42 +2 +11%
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
– +$437 +21 New
1 2
3

EVI Hedge Fund Activity: Q2 2024 in Review

57 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in EVI Industries (EVI) for Q2 2024, worth a combined $99.3M — down 25% from $132M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new EVI positions and 7 closed out — a net gain of 3 holders — while 17 added to existing stakes and 21 trimmed.

The largest buyer was Conestoga Capital Advisors, adding an estimated $2.46M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $2.16M.

  • 57 institutional investors held EVI Industries (EVI) as of Q2 2024, up from 54 in Q1 2024.
  • Funds reported $99.3M of EVI Industries stock for Q2 2024, down 25% quarter-over-quarter.
  • 10 funds opened new EVI Industries positions in Q2 2024 and 7 closed out, a net change of +3 holders.
  • The largest EVI Industries buyer in Q2 2024 was Conestoga Capital Advisors, an estimated $2.46M added.
  • The largest EVI Industries seller in Q2 2024 was ArrowMark Colorado Holdings, an estimated $2.16M sold.

Based on aggregated 13F filings for Q2 2024.