EVI Industries
EVI
9 hedge funds and large institutions have $3.17M invested in EVI Industries in 2014 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 4 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
21% more capital invested
Capital invested by funds: $2.62M → $3.17M (+$546K)
1.69% more ownership
Funds ownership: 14.62% → 16.31% (+1.7%)
40% less funds holding
Funds holding: 15 → 9 (-6)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NSIM
North Star Investment Management
Chicago,
Illinois
|
+$412K |
| 2 |
Renaissance Technologies
New York
|
+$20.2K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$5.49K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$266 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PM
Platinum Management
New York
|
-$65K |
| 2 |
VKH
Virtu KCG Holdings
New York
|
-$29K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$14K |
| 4 |
Morgan Stanley
New York
|
-$4K |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$1 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BA
1
Bard Associates
Chicago,
Illinois
| $1.36M | – | – | – |
|
|
NSIM
2
North Star Investment Management
Chicago,
Illinois
| $1.24M | +$412K | +154,900 | +53% |
|
|
3
Renaissance Technologies
New York
| $191K | +$20.2K | +7,600 | +12% |
|
4
Vanguard Group
Malvern,
Pennsylvania
| $143K | – | – | – |
|
|
5
Dimensional Fund Advisors
Austin,
Texas
| $131K | +$5.49K | +2,064 | +5% |
|
|
BCM
6
Bridgeway Capital Management
Houston,
Texas
| $99K | – | – | – |
|
7
Federated Hermes
Pittsburgh,
Pennsylvania
| $1K | – | – | – |
|
|
TRCT
8
Tower Research Capital (TRC)
New York
| $1K | +$266 | +100 | +47% |
|
|
PM
9
Platinum Management
New York
| – | -$65K | -25,542 | Closed |
|
|
VKH
10
Virtu KCG Holdings
New York
| – | -$29K | -11,404 | Closed |
|
|
11
Wells Fargo
San Francisco,
California
| – | -$14K | -5,249 | -100% |
|
|
12
Morgan Stanley
New York
| – | -$4K | -1,639 | Closed |
|
|
13
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$1 | -456 | Closed |
|
EVI Hedge Fund Activity: Q4 2014 in Review
9 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in EVI Industries (EVI) for Q4 2014, worth a combined $3.17M — up 21% from $2.62M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of EVI and 0 opened new positions — a net loss of 4 holders — while 1 trimmed existing stakes and 4 added.
The largest buyer was North Star Investment Management, adding an estimated $412K. The largest seller was Platinum Management, exiting entirely with an estimated $65K sold.
- 9 institutional investors held EVI Industries (EVI) as of Q4 2014, down from 15 in Q3 2014.
- Funds reported $3.17M of EVI Industries stock for Q4 2014, up 21% quarter-over-quarter.
- 0 funds opened new EVI Industries positions in Q4 2014 and 4 closed out, a net change of -4 holders.
- The largest EVI Industries buyer in Q4 2014 was North Star Investment Management, an estimated $412K added.
- The largest EVI Industries seller in Q4 2014 was Platinum Management, an estimated $65K sold.
Based on aggregated 13F filings for Q4 2014.