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EVI Industries

19 hedge funds and large institutions have $12.8M invested in EVI Industries in 2017 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

100% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 3

27% more funds holding

Funds holding: 1519 (+4)

11% more capital invested

Capital invested by funds: $11.5M → $12.8M (+$1.31M)

1.43% less ownership

Funds ownership: 7.96%6.53% (-1.4%)

Holders
19
Holders Change
+4
Holders Change %
+26.67%
% of All Funds
0.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
6
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BA
1
Bard Associates
Illinois
$4.49M -$390K -21,900 -8%
RA
2
Royce & Associates
New York
$1.6M +$178K +10,000 +13%
Renaissance Technologies
3
Renaissance Technologies
New York
$1.55M -$105K -5,900 -7%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.41M +$101K +5,651 +8%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$908K
BCM
6
Bridgeway Capital Management
Texas
$666K +$2.67K +150 +0.4%
SCM
7
Silver Capital Management
New York
$509K +$478K +26,858 New
Millennium Management
8
Millennium Management
New York
$486K +$457K +25,671 New
Morgan Stanley
9
Morgan Stanley
New York
$269K +$173K +9,712 +217%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$263K +$247K +13,891 New
NSIM
11
North Star Investment Management
Illinois
$241K -$2.11M -118,504 -90%
SCM
12
Segantii Capital Management
Hong Kong
$144K +$135K +7,600 New
Wells Fargo
13
Wells Fargo
California
$133K +$118K +6,630 +1,653%
AG
14
Advisor Group
Arizona
$54K +$50.7K +2,848 New
Bank of America
15
Bank of America
North Carolina
$48K +$872 +49 +2%
BlackRock
16
BlackRock
New York
$42K +$39.8K +2,234 New
Deutsche Bank
17
Deutsche Bank
Germany
$17K +$16.4K +924 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$9K
Creative Planning
19
Creative Planning
Kansas
$1K +$979 +55 New
JC
20
JBF Capital
Colorado
-$882K -60,845 Closed
LPL Financial
21
LPL Financial
California
-$293K -20,300 Closed
UBS Group
22
UBS Group
Switzerland
-$4K -299 Closed

EVI Hedge Fund Activity: Q1 2017 in Review

19 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in EVI Industries (EVI) for Q1 2017, worth a combined $12.8M — up 11% from $11.5M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new EVI positions and 3 closed out — a net gain of 5 holders — while 6 added to existing stakes and 3 trimmed.

The largest buyer was Silver Capital Management, opening a new position worth an estimated $478K. The largest seller was North Star Investment Management, cutting an estimated $2.11M.

  • 19 institutional investors held EVI Industries (EVI) as of Q1 2017, up from 15 in Q4 2016.
  • Funds reported $12.8M of EVI Industries stock for Q1 2017, up 11% quarter-over-quarter.
  • 8 funds opened new EVI Industries positions in Q1 2017 and 3 closed out, a net change of +5 holders.
  • The largest EVI Industries buyer in Q1 2017 was Silver Capital Management, an estimated $478K added.
  • The largest EVI Industries seller in Q1 2017 was North Star Investment Management, an estimated $2.11M sold.

Based on aggregated 13F filings for Q1 2017.