EVI Industries
EVI
13 hedge funds and large institutions have $5.31M invested in EVI Industries in 2015 Q4 according to their latest regulatory filings, with 2 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
3% more capital invested
Capital invested by funds: $5.17M → $5.31M (+$136K)
0.33% less ownership
Funds ownership: 18.45% → 18.12% (-0.33%)
7% less funds holding
Funds holding: 14 → 13 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$7.63K |
| 2 |
Renaissance Technologies
New York
|
+$5.34K |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$3.08K |
| 4 |
LNB
Ledyard National Bank
|
+$3.05K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.65K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$49K |
| 2 |
BA
Bard Associates
Chicago,
Illinois
|
-$34.9K |
| 3 |
NSIM
North Star Investment Management
Chicago,
Illinois
|
-$23.8K |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NSIM
1
North Star Investment Management
Chicago,
Illinois
| $2.16M | -$23.8K | -6,225 | -1% |
|
|
BA
2
Bard Associates
Chicago,
Illinois
| $1.87M | -$34.9K | -9,140 | -2% |
|
|
3
Renaissance Technologies
New York
| $359K | +$5.34K | +1,400 | +2% |
|
|
JC
4
JBF Capital
Aspen,
Colorado
| $316K | – | – | – |
|
5
Vanguard Group
Malvern,
Pennsylvania
| $210K | +$382 | +100 | +0.2% |
|
6
Dimensional Fund Advisors
Austin,
Texas
| $199K | – | – | – |
|
|
BCM
7
Bridgeway Capital Management
Houston,
Texas
| $145K | – | – | – |
|
|
8
UBS Group
Zurich,
Switzerland
| $17K | +$1.65K | +431 | +12% |
|
|
9
Morgan Stanley
New York
| $13K | +$7.63K | +2,000 | +200% |
|
10
Bank of America
Charlotte,
North Carolina
| $10K | – | – | – |
|
|
LNB
11
Ledyard National Bank
| $3K | +$3.05K | +800 | New |
|
|
BFA
12
BlackRock Fund Advisors
San Francisco,
California
| $3K | +$3.08K | +808 | New |
|
|
13
Goldman Sachs
New York
| – | -$49K | -12,299 | Closed |
|
|
14
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$3K | -638 | Closed |
|
EVI Hedge Fund Activity: Q4 2015 in Review
13 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in EVI Industries (EVI) for Q4 2015, worth a combined $5.31M — up 2.6% from $5.17M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of EVI and 2 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 4 added.
The largest buyer was Morgan Stanley, adding an estimated $7.63K. The largest seller was Goldman Sachs, exiting entirely with an estimated $49K sold.
- 13 institutional investors held EVI Industries (EVI) as of Q4 2015, down from 14 in Q3 2015.
- Funds reported $5.31M of EVI Industries stock for Q4 2015, up 2.6% quarter-over-quarter.
- 2 funds opened new EVI Industries positions in Q4 2015 and 3 closed out, a net change of -1 holder.
- The largest EVI Industries buyer in Q4 2015 was Morgan Stanley, an estimated $7.63K added.
- The largest EVI Industries seller in Q4 2015 was Goldman Sachs, an estimated $49K sold.
Based on aggregated 13F filings for Q4 2015.