EVI Industries
EVI
12 hedge funds and large institutions have $2.45M invested in EVI Industries in 2014 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 2 closing their positions.
1.38% more ownership
Funds ownership: 12.54% → 13.93% (+1.4%)
0% more funds holding
Funds holding: 12 → 12 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
17% less capital invested
Capital invested by funds: $2.96M → $2.45M (-$512K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NSIM
North Star Investment Management
Chicago,
Illinois
|
+$288K |
| 2 |
Renaissance Technologies
New York
|
+$50.2K |
| 3 |
PM
Platinum Management
New York
|
+$48.1K |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$5.36K |
| 5 |
U
UBS
Zurich,
Switzerland
|
+$996 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Natixis
Paris,
France
|
-$85K |
| 2 |
RCM
Rotella Capital Management
Bellevue,
Washington
|
-$37K |
| 3 |
BA
Bard Associates
Chicago,
Illinois
|
-$12.6K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$2.81K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$6 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BA
1
Bard Associates
Chicago,
Illinois
| $1.24M | -$12.6K | -4,500 | -0.9% |
|
|
NSIM
2
North Star Investment Management
Chicago,
Illinois
| $696K | +$288K | +102,520 | +58% |
|
|
3
Renaissance Technologies
New York
| $136K | +$50.2K | +17,900 | +49% |
|
4
Vanguard Group
Malvern,
Pennsylvania
| $127K | – | – | – |
|
5
Dimensional Fund Advisors
Austin,
Texas
| $111K | – | – | – |
|
|
BCM
6
Bridgeway Capital Management
Houston,
Texas
| $88K | – | – | – |
|
|
PM
7
Platinum Management
New York
| $43K | +$48.1K | +17,125 | New |
|
|
8
Federated Hermes
Pittsburgh,
Pennsylvania
| $5K | +$5.36K | +1,909 | New |
|
9
Morgan Stanley
New York
| $4K | – | – | – |
|
|
TRCT
10
Tower Research Capital (TRC)
New York
| $1K | -$6 | -2 | -0.9% |
|
|
U
11
UBS
Zurich,
Switzerland
| $1K | +$996 | +355 | +612% |
|
|
N
12
Natixis
Paris,
France
| – | -$85K | -25,900 | Closed |
|
|
RCM
13
Rotella Capital Management
Bellevue,
Washington
| – | -$37K | -11,019 | Closed |
|
|
14
Wells Fargo
San Francisco,
California
| – | -$2.81K | -1,000 | -100% |
|
EVI Hedge Fund Activity: Q2 2014 in Review
12 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in EVI Industries (EVI) for Q2 2014, worth a combined $2.45M — down 17% from $2.96M a quarter earlier.
Fund positioning in EVI was balanced in Q2 2014: 2 funds opened new positions, 2 closed out, 3 added to existing stakes and 3 trimmed.
The largest buyer was North Star Investment Management, adding an estimated $288K. The largest seller was Natixis, exiting entirely with an estimated $85K sold.
- 12 institutional investors held EVI Industries (EVI) as of Q2 2014, unchanged from Q1 2014.
- Funds reported $2.45M of EVI Industries stock for Q2 2014, down 17% quarter-over-quarter.
- 2 funds opened new EVI Industries positions in Q2 2014 and 2 closed out, a net change of 0 holders.
- The largest EVI Industries buyer in Q2 2014 was North Star Investment Management, an estimated $288K added.
- The largest EVI Industries seller in Q2 2014 was Natixis, an estimated $85K sold.
Based on aggregated 13F filings for Q2 2014.