EVI Industries
EVI
12 hedge funds and large institutions have $2.96M invested in EVI Industries in 2014 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 3 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
65% more capital invested
Capital invested by funds: $1.8M → $2.96M (+$1.16M)
20% more funds holding
Funds holding: 10 → 12 (+2)
3.99% more ownership
Funds ownership: 8.55% → 12.54% (+4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NSIM
North Star Investment Management
Chicago,
Illinois
|
+$561K |
| 2 |
Renaissance Technologies
New York
|
+$116K |
| 3 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$112K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$74.6K |
| 5 |
RCM
Rotella Capital Management
Bellevue,
Washington
|
+$35.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VKH
Virtu KCG Holdings
New York
|
-$44K |
| 2 |
AIG
American International Group
New York
|
-$15K |
| 3 |
U
UBS
Zurich,
Switzerland
|
-$10.3K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$5.35K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BA
1
Bard Associates
Chicago,
Illinois
| $1.69M | +$20.7K | +6,500 | +1% |
|
|
NSIM
2
North Star Investment Management
Chicago,
Illinois
| $593K | +$561K | +176,030 | New |
|
3
Vanguard Group
Malvern,
Pennsylvania
| $166K | +$27.7K | +8,700 | +21% |
|
|
4
Dimensional Fund Advisors
Austin,
Texas
| $146K | +$74.6K | +23,400 | +111% |
|
|
5
Renaissance Technologies
New York
| $122K | +$116K | +36,300 | New |
|
|
BCM
6
Bridgeway Capital Management
Houston,
Texas
| $118K | +$112K | +35,000 | New |
|
|
N
7
Natixis
Paris,
France
| $85K | +$22.3K | +7,000 | +37% |
|
|
RCM
8
Rotella Capital Management
Bellevue,
Washington
| $37K | +$35.1K | +11,019 | New |
|
9
Morgan Stanley
New York
| $6K | +$5.22K | +1,639 | New |
|
10
Wells Fargo
San Francisco,
California
| $3K | – | – | – |
|
|
TRCT
11
Tower Research Capital (TRC)
New York
| $1K | -$5.35K | -1,678 | -89% |
|
|
VKH
12
Virtu KCG Holdings
New York
| – | -$44K | -14,956 | Closed |
|
|
AIG
13
American International Group
New York
| – | -$15K | -5,000 | Closed |
|
|
U
14
UBS
Zurich,
Switzerland
| – | -$10.3K | -3,224 | -98% |
|
EVI Hedge Fund Activity: Q1 2014 in Review
12 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in EVI Industries (EVI) for Q1 2014, worth a combined $2.96M — up 65% from $1.8M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new EVI positions and 3 closed out — a net gain of 2 holders — while 4 added to existing stakes and 2 trimmed.
The largest buyer was North Star Investment Management, opening a new position worth an estimated $561K. The largest seller was Virtu KCG Holdings, exiting entirely with an estimated $44K sold.
- 12 institutional investors held EVI Industries (EVI) as of Q1 2014, up from 10 in Q4 2013.
- Funds reported $2.96M of EVI Industries stock for Q1 2014, up 65% quarter-over-quarter.
- 5 funds opened new EVI Industries positions in Q1 2014 and 3 closed out, a net change of +2 holders.
- The largest EVI Industries buyer in Q1 2014 was North Star Investment Management, an estimated $561K added.
- The largest EVI Industries seller in Q1 2014 was Virtu KCG Holdings, an estimated $44K sold.
Based on aggregated 13F filings for Q1 2014.