EVI Industries
EVI
10 hedge funds and large institutions have $1.8M invested in EVI Industries in 2013 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
150% more funds holding
Funds holding: 4 → 10 (+6)
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
48% more capital invested
Capital invested by funds: $1.22M → $1.8M (+$582K)
0.2% less ownership
Funds ownership: 8.75% → 8.55% (-0.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$131K |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$61.7K |
| 3 |
N
Natixis
Paris,
France
|
+$59.2K |
| 4 |
VKH
Virtu KCG Holdings
New York
|
+$46.8K |
| 5 |
AIG
American International Group
New York
|
+$15.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KA
Kerrisdale Advisers
Miami,
Florida
|
-$230K |
| 2 |
BA
Bard Associates
Chicago,
Illinois
|
-$13.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BA
1
Bard Associates
Chicago,
Illinois
| $1.48M | -$13.1K | -4,200 | -0.8% |
|
|
2
Vanguard Group
Malvern,
Pennsylvania
| $123K | +$131K | +41,800 | New |
|
|
3
Dimensional Fund Advisors
Austin,
Texas
| $62K | +$61.7K | +19,693 | +1,515% |
|
|
N
4
Natixis
Paris,
France
| $57K | +$59.2K | +18,900 | New |
|
|
VKH
5
Virtu KCG Holdings
New York
| $44K | +$46.8K | +14,956 | New |
|
|
AIG
6
American International Group
New York
| $15K | +$15.7K | +5,000 | New |
|
|
U
7
UBS
Zurich,
Switzerland
| $10K | +$10.3K | +3,282 | New |
|
|
TRCT
8
Tower Research Capital (TRC)
New York
| $6K | +$5.93K | +1,894 | New |
|
9
Wells Fargo
San Francisco,
California
| $3K | +$3.13K | +1,000 | +100,000% |
|
|
KA
10
Kerrisdale Advisers
Miami,
Florida
| – | -$230K | -116,061 | Closed |
|
11
Bank of America
Charlotte,
North Carolina
| – | +$38 | +12 | New |
|
EVI Hedge Fund Activity: Q4 2013 in Review
10 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in EVI Industries (EVI) for Q4 2013, worth a combined $1.8M — up 48% from $1.22M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new EVI positions and 1 closed out — a net gain of 6 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Vanguard Group, opening a new position worth an estimated $131K. The largest seller was Kerrisdale Advisers, exiting entirely with an estimated $230K sold.
- 10 institutional investors held EVI Industries (EVI) as of Q4 2013, up from 4 in Q3 2013.
- Funds reported $1.8M of EVI Industries stock for Q4 2013, up 48% quarter-over-quarter.
- 7 funds opened new EVI Industries positions in Q4 2013 and 1 closed out, a net change of +6 holders.
- The largest EVI Industries buyer in Q4 2013 was Vanguard Group, an estimated $131K added.
- The largest EVI Industries seller in Q4 2013 was Kerrisdale Advisers, an estimated $230K sold.
Based on aggregated 13F filings for Q4 2013.