EVI Industries
EVI
14 hedge funds and large institutions have $4.18M invested in EVI Industries in 2016 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 0 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
8% more funds holding
Funds holding: 13 → 14 (+1)
0.25% more ownership
Funds ownership: 18.12% → 18.37% (+0.25%)
21% less capital invested
Capital invested by funds: $5.31M → $4.18M (-$1.13M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BA
Bard Associates
Chicago,
Illinois
|
+$79.2K |
| 2 |
Renaissance Technologies
New York
|
+$3.51K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$1.75K |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$541 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NSIM
North Star Investment Management
Chicago,
Illinois
|
-$13.6K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$9.63K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NSIM
1
North Star Investment Management
Chicago,
Illinois
| $1.67M | -$13.6K | -3,875 | -0.7% |
|
|
BA
2
Bard Associates
Chicago,
Illinois
| $1.53M | +$79.2K | +22,550 | +5% |
|
|
3
Renaissance Technologies
New York
| $283K | +$3.51K | +1,000 | +1% |
|
|
JC
4
JBF Capital
Aspen,
Colorado
| $247K | – | – | – |
|
5
Vanguard Group
Malvern,
Pennsylvania
| $158K | – | – | – |
|
6
Dimensional Fund Advisors
Austin,
Texas
| $150K | – | – | – |
|
|
BCM
7
Bridgeway Capital Management
Houston,
Texas
| $109K | – | – | – |
|
8
Morgan Stanley
New York
| $10K | – | – | – |
|
9
Bank of America
Charlotte,
North Carolina
| $8K | – | – | – |
|
|
10
UBS Group
Zurich,
Switzerland
| $4K | -$9.63K | -2,740 | -68% |
|
|
LNB
11
Ledyard National Bank
| $3K | – | – | – |
|
|
BFA
12
BlackRock Fund Advisors
San Francisco,
California
| $3K | +$541 | +154 | +19% |
|
|
TRCT
13
Tower Research Capital (TRC)
New York
| $2K | +$1.75K | +498 | New |
|
EVI Hedge Fund Activity: Q1 2016 in Review
14 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in EVI Industries (EVI) for Q1 2016, worth a combined $4.18M — down 21% from $5.31M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new EVI positions and 0 closed out — a net gain of 1 holder — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Bard Associates, adding an estimated $79.2K. The largest seller was North Star Investment Management, cutting an estimated $13.6K.
- 14 institutional investors held EVI Industries (EVI) as of Q1 2016, up from 13 in Q4 2015.
- Funds reported $4.18M of EVI Industries stock for Q1 2016, down 21% quarter-over-quarter.
- 1 fund opened new EVI Industries positions in Q1 2016 and 0 closed out, a net change of +1 holder.
- The largest EVI Industries buyer in Q1 2016 was Bard Associates, an estimated $79.2K added.
- The largest EVI Industries seller in Q1 2016 was North Star Investment Management, an estimated $13.6K sold.
Based on aggregated 13F filings for Q1 2016.