EVI Industries
EVI
14 hedge funds and large institutions have $5.17M invested in EVI Industries in 2015 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
8% more funds holding
Funds holding: 13 → 14 (+1)
0.76% more ownership
Funds ownership: 17.69% → 18.45% (+0.76%)
7% less capital invested
Capital invested by funds: $5.56M → $5.17M (-$386K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JC
JBF Capital
Aspen,
Colorado
|
+$240K |
| 2 |
Goldman Sachs
New York
|
+$57.6K |
| 3 |
Renaissance Technologies
New York
|
+$20.6K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$11.7K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$150 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BA
Bard Associates
Chicago,
Illinois
|
-$73.5K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$6.91K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NSIM
1
North Star Investment Management
Chicago,
Illinois
| $2.09M | – | – | – |
|
|
BA
2
Bard Associates
Chicago,
Illinois
| $1.83M | -$73.5K | -15,700 | -3% |
|
|
3
Renaissance Technologies
New York
| $338K | +$20.6K | +4,400 | +5% |
|
|
JC
4
JBF Capital
Aspen,
Colorado
| $303K | +$240K | +51,388 | +210% |
|
5
Vanguard Group
Malvern,
Pennsylvania
| $201K | – | – | – |
|
6
Dimensional Fund Advisors
Austin,
Texas
| $190K | – | – | – |
|
|
BCM
7
Bridgeway Capital Management
Houston,
Texas
| $139K | – | – | – |
|
|
8
Goldman Sachs
New York
| $49K | +$57.6K | +12,299 | New |
|
|
9
UBS Group
Zurich,
Switzerland
| $14K | -$6.91K | -1,477 | -29% |
|
|
10
Bank of America
Charlotte,
North Carolina
| $10K | +$11.7K | +2,500 | New |
|
11
Morgan Stanley
New York
| $4K | – | – | – |
|
12
Federated Hermes
Pittsburgh,
Pennsylvania
| $3K | – | – | – |
|
|
TRCT
13
Tower Research Capital (TRC)
New York
| – | +$150 | +32 | +47% |
|
EVI Hedge Fund Activity: Q3 2015 in Review
14 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in EVI Industries (EVI) for Q3 2015, worth a combined $5.17M — down 6.9% from $5.56M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new EVI positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 2 trimmed.
The largest buyer was JBF Capital, adding an estimated $240K. The largest seller was Bard Associates, cutting an estimated $73.5K.
- 14 institutional investors held EVI Industries (EVI) as of Q3 2015, up from 13 in Q2 2015.
- Funds reported $5.17M of EVI Industries stock for Q3 2015, down 6.9% quarter-over-quarter.
- 2 funds opened new EVI Industries positions in Q3 2015 and 1 closed out, a net change of +1 holder.
- The largest EVI Industries buyer in Q3 2015 was JBF Capital, an estimated $240K added.
- The largest EVI Industries seller in Q3 2015 was Bard Associates, an estimated $73.5K sold.
Based on aggregated 13F filings for Q3 2015.