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EVI Industries
EVI

15 hedge funds and large institutions have $11.5M invested in EVI Industries in 2016 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more funds holding

Funds holding: 13 → 15 (+2)

13% more capital invested

Capital invested by funds: $10.2M → $11.5M (+$1.3M)

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

9.89% less ownership

Funds ownership: 17.85% → 7.96% (-9.9%)

Holders
15
Holders Change
+2
Holders Change %
+15.38%
% of All Funds
0.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
5
Reduced
5
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
+$844K
2
LPL Financial
LPL Financial
California
+$230K
3
Vanguard Group
Vanguard Group
Pennsylvania
+$173K
4
Morgan Stanley
Morgan Stanley
New York
+$13.1K
5
Renaissance Technologies
Renaissance Technologies
New York
+$12.5K

Top Sellers

Rank Fund Capital Flow
1
NSIM
North Star Investment Management
Illinois
-$4.05M
2
BA
Bard Associates
Illinois
-$2.28M
3
JC
JBF Capital
Colorado
-$171K
4
UBS Group
UBS Group
Switzerland
-$13.8K
5
Bank of America
Bank of America
North Carolina
-$408
Name Holding Trade Value Shares
Change 		Change in
Stake
BA
1
Bard Associates
Illinois
$3.75M -$2.28M -201,084 -44%
NSIM
2
North Star Investment Management
Illinois
$1.9M -$4.05M -356,596 -73%
Renaissance Technologies
3
Renaissance Technologies
New York
$1.27M +$12.5K +1,100 +1%
RA
4
Royce & Associates
New York
$1.08M +$844K +74,400 New
Vanguard Group
5
Vanguard Group
Pennsylvania
$999K +$173K +15,258 +28%
JC
6
JBF Capital
Colorado
$882K -$171K -15,029 -20%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$695K – – –
BCM
8
Bridgeway Capital Management
Texas
$508K – – –
LPL Financial
9
LPL Financial
California
$293K +$230K +20,300 New
Morgan Stanley
10
Morgan Stanley
New York
$65K +$13.1K +1,159 +35%
Bank of America
11
Bank of America
North Carolina
$36K -$408 -36 -1%
BFA
12
BlackRock Fund Advisors
California
$25K +$6.13K +540 +46%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$7K – – –
Wells Fargo
14
Wells Fargo
California
$6K +$4.54K +400 +40,000%
UBS Group
15
UBS Group
Switzerland
$4K -$13.8K -1,216 -80%

EVI Hedge Fund Activity: Q4 2016 in Review

15 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in EVI Industries (EVI) for Q4 2016, worth a combined $11.5M — up 13% from $10.2M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new EVI positions and 0 closed out — a net gain of 2 holders — while 5 added to existing stakes and 5 trimmed.

The largest buyer was Royce & Associates, opening a new position worth an estimated $844K. The largest seller was North Star Investment Management, cutting an estimated $4.05M.

  • 15 institutional investors held EVI Industries (EVI) as of Q4 2016, up from 13 in Q3 2016.
  • Funds reported $11.5M of EVI Industries stock for Q4 2016, up 13% quarter-over-quarter.
  • 2 funds opened new EVI Industries positions in Q4 2016 and 0 closed out, a net change of +2 holders.
  • The largest EVI Industries buyer in Q4 2016 was Royce & Associates, an estimated $844K added.
  • The largest EVI Industries seller in Q4 2016 was North Star Investment Management, an estimated $4.05M sold.

Based on aggregated 13F filings for Q4 2016.