EVI Industries
EVI
57 hedge funds and large institutions have $85.9M invested in EVI Industries in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 6 closing their positions.
38% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 16
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less funds holding
Funds holding: 59 → 57 (-2)
4.7% less ownership
Funds ownership: 41.62% → 36.92% (-4.7%)
16% less capital invested
Capital invested by funds: $102M → $85.9M (-$16.1M)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
+$2.85M |
| 2 |
CCA
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
+$254K |
| 3 |
JP Morgan Chase
New York
|
+$200K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$106K |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$105K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
-$2.26M |
| 2 |
MFG
Mendota Financial Group
Madison,
Wisconsin
|
-$706K |
| 3 |
Squarepoint
New York
|
-$255K |
| 4 |
ELI
Empire Life Investments
Toronto,
Ontario, Canada
|
-$215K |
| 5 |
CCP
Carmel Capital Partners
San Diego,
California
|
-$209K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AB
51
Amalgamated Bank
New York
| $3K | – | – | – |
|
52
Russell Investments Group
London,
United Kingdom
| $1.01K | +$534 | +28 | +82% |
|
|
GI
53
GAMMA Investing
Foster City,
California
| $213 | +$248 | +13 | New |
|
|
TWD
54
True Wealth Design
Akron,
Ohio
| $115 | +$133 | +7 | New |
|
|
SCM
55
Sterling Capital Management
Charlotte,
North Carolina
| $98 | – | – | – |
|
|
EWA
56
EverSource Wealth Advisors
Birmingham,
Alabama
| $16 | +$19 | +1 | New |
|
|
IA
57
IFP Advisors
Tampa,
Florida
| $16 | +$19 | +1 | New |
|
|
MFG
58
Mendota Financial Group
Madison,
Wisconsin
| – | -$706K | -36,547 | Closed |
|
|
59
Squarepoint
New York
| – | -$255K | -13,196 | Closed |
|
|
CCP
60
Carmel Capital Partners
San Diego,
California
| – | -$209K | -10,789 | Closed |
|
61
Lazard Asset Management
New York
| – | -$1K | -71 | Closed |
|
|
ATS
62
Ashton Thomas Securities
Rochester,
New York
| – | -$619 | -32 | Closed |
|
|
CPA
63
Capital Performance Advisors
Walnut Creek,
California
| – | -$19 | -1 | Closed |
|
EVI Hedge Fund Activity: Q4 2024 in Review
57 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in EVI Industries (EVI) for Q4 2024, worth a combined $85.9M — down 16% from $102M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of EVI and 5 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 22 added.
The largest buyer was Luther King Capital Management (LKCM), adding an estimated $2.85M. The largest seller was Royce & Associates, cutting an estimated $2.26M.
- 57 institutional investors held EVI Industries (EVI) as of Q4 2024, down from 59 in Q3 2024.
- Funds reported $85.9M of EVI Industries stock for Q4 2024, down 16% quarter-over-quarter.
- 5 funds opened new EVI Industries positions in Q4 2024 and 6 closed out, a net change of -1 holder.
- The largest EVI Industries buyer in Q4 2024 was Luther King Capital Management (LKCM), an estimated $2.85M added.
- The largest EVI Industries seller in Q4 2024 was Royce & Associates, an estimated $2.26M sold.
Based on aggregated 13F filings for Q4 2024.