EVI Industries
EVI
12 hedge funds and large institutions have $4.91M invested in EVI Industries in 2016 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 2 closing their positions.
17% more capital invested
Capital invested by funds: $4.18M → $4.91M (+$729K)
0.07% less ownership
Funds ownership: 18.37% → 18.3% (-0.07%)
14% less funds holding
Funds holding: 14 → 12 (-2)
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.2K |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$247 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BA
Bard Associates
Chicago,
Illinois
|
-$13.1K |
| 2 |
LNB
Ledyard National Bank
|
-$3K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$2K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.64K |
| 5 |
Renaissance Technologies
New York
|
-$385 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NSIM
1
North Star Investment Management
Chicago,
Illinois
| $1.97M | – | – | – |
|
|
BA
2
Bard Associates
Chicago,
Illinois
| $1.79M | -$13.1K | -3,400 | -0.7% |
|
|
3
Renaissance Technologies
New York
| $334K | -$385 | -100 | -0.1% |
|
|
JC
4
JBF Capital
Aspen,
Colorado
| $291K | – | – | – |
|
5
Vanguard Group
Malvern,
Pennsylvania
| $187K | – | – | – |
|
6
Dimensional Fund Advisors
Austin,
Texas
| $176K | – | – | – |
|
|
BCM
7
Bridgeway Capital Management
Houston,
Texas
| $129K | – | – | – |
|
|
8
Morgan Stanley
New York
| $13K | +$1.2K | +311 | +10% |
|
9
Bank of America
Charlotte,
North Carolina
| $10K | – | – | – |
|
|
BFA
10
BlackRock Fund Advisors
San Francisco,
California
| $4K | +$247 | +64 | +7% |
|
|
11
UBS Group
Zurich,
Switzerland
| $3K | -$1.64K | -425 | -33% |
|
|
LNB
12
Ledyard National Bank
| – | -$3K | -800 | Closed |
|
|
TRCT
13
Tower Research Capital (TRC)
New York
| – | -$2K | -498 | Closed |
|
14
Wells Fargo
San Francisco,
California
| – | -$4 | -1 | -50% |
|
EVI Hedge Fund Activity: Q2 2016 in Review
12 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in EVI Industries (EVI) for Q2 2016, worth a combined $4.91M — up 17% from $4.18M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of EVI and 0 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 2 added.
The largest buyer was Morgan Stanley, adding an estimated $1.2K. The largest seller was Bard Associates, cutting an estimated $13.1K.
- 12 institutional investors held EVI Industries (EVI) as of Q2 2016, down from 14 in Q1 2016.
- Funds reported $4.91M of EVI Industries stock for Q2 2016, up 17% quarter-over-quarter.
- 0 funds opened new EVI Industries positions in Q2 2016 and 2 closed out, a net change of -2 holders.
- The largest EVI Industries buyer in Q2 2016 was Morgan Stanley, an estimated $1.2K added.
- The largest EVI Industries seller in Q2 2016 was Bard Associates, an estimated $13.1K sold.
Based on aggregated 13F filings for Q2 2016.