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EVI Industries
EVI

37 hedge funds and large institutions have $24.9M invested in EVI Industries in 2017 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

360% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 5

95% more funds holding

Funds holding: 19 → 37 (+18)

94% more capital invested

Capital invested by funds: $12.8M → $24.9M (+$12.1M)

2.35% more ownership

Funds ownership: 6.53% → 8.88% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7

Holders
37
Holders Change
+18
Holders Change %
+94.74%
% of All Funds
0.92%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
23
Increased
5
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$3.5M
2
HCS
Harvest Capital Strategies
California
+$1.45M
3
Northern Trust
Northern Trust
Illinois
+$861K
4
State Street
State Street
Massachusetts
+$858K
5
RJA
Raymond James & Associates
Florida
+$695K

Top Sellers

Rank Fund Capital Flow
1
BA
Bard Associates
Illinois
-$1.43M
2
SCM
Silver Capital Management
New York
-$509K
3
Millennium Management
Millennium Management
New York
-$486K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$263K
5
Renaissance Technologies
Renaissance Technologies
New York
-$257K
Name Holding Trade Value Shares
Change 		Change in
Stake
BA
1
Bard Associates
Illinois
$4.74M -$1.43M -61,704 -26%
BlackRock
2
BlackRock
New York
$4.15M +$3.5M +151,282 +6,772%
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.47M +$386K +16,686 +22%
RA
4
Royce & Associates
New York
$2.25M -$30.1K -1,300 -2%
Renaissance Technologies
5
Renaissance Technologies
New York
$1.91M -$257K -11,100 -14%
HCS
6
Harvest Capital Strategies
California
$1.69M +$1.45M +62,408 New
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$1.3M – – –
Northern Trust
8
Northern Trust
Illinois
$1M +$861K +37,155 New
State Street
9
State Street
Massachusetts
$1M +$858K +37,056 New
BCM
10
Bridgeway Capital Management
Texas
$951K – – –
RJA
11
Raymond James & Associates
Florida
$812K +$695K +30,000 New
Geode Capital Management
12
Geode Capital Management
Massachusetts
$280K +$240K +10,371 New
NSIM
13
North Star Investment Management
Illinois
$263K -$69.5K -3,000 -24%
TCIM
14
TIAA CREF Investment Management
New York
$257K +$220K +9,507 New
VKH
15
Virtu KCG Holdings
New York
$249K +$213K +9,200 New
AWM
16
Arbor Wealth Management
Florida
$239K +$202K +8,741 New
Charles Schwab
17
Charles Schwab
California
$214K +$183K +7,900 New
Morgan Stanley
18
Morgan Stanley
New York
$205K -$153K -6,605 -47%
TA
19
Teachers Advisors
New York
$170K +$146K +6,290 New
California State Teachers Retirement System (CalSTRS)
20
California State Teachers Retirement System (CalSTRS)
California
$168K +$144K +6,200 New
Deutsche Bank
21
Deutsche Bank
Germany
$107K +$71.5K +3,087 +334%
New York State Common Retirement Fund
22
New York State Common Retirement Fund
New York
$100K +$85.7K +3,700 New
Bank of America
23
Bank of America
North Carolina
$68K -$1.14K -49 -2%
AIG
24
American International Group
New York
$59K +$50.4K +2,177 New
Creative Planning
25
Creative Planning
Kansas
$57K +$47.3K +2,041 +3,711%
1
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EVI Hedge Fund Activity: Q2 2017 in Review

37 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in EVI Industries (EVI) for Q2 2017, worth a combined $24.9M — up 94% from $12.8M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new EVI positions and 5 closed out — a net gain of 18 holders — while 5 added to existing stakes and 7 trimmed.

The largest buyer was BlackRock, adding an estimated $3.5M. The largest seller was Bard Associates, cutting an estimated $1.43M.

  • 37 institutional investors held EVI Industries (EVI) as of Q2 2017, up from 19 in Q1 2017.
  • Funds reported $24.9M of EVI Industries stock for Q2 2017, up 94% quarter-over-quarter.
  • 23 funds opened new EVI Industries positions in Q2 2017 and 5 closed out, a net change of +18 holders.
  • The largest EVI Industries buyer in Q2 2017 was BlackRock, an estimated $3.5M added.
  • The largest EVI Industries seller in Q2 2017 was Bard Associates, an estimated $1.43M sold.

Based on aggregated 13F filings for Q2 2017.