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EVI Industries

35 hedge funds and large institutions have $26.8M invested in EVI Industries in 2017 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 7

8% more capital invested

Capital invested by funds: $24.9M → $26.8M (+$1.91M)

0.48% more ownership

Funds ownership: 8.88%9.37% (+0.48%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 3735 (-2)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
35
Holders Change
-2
Holders Change %
-5.41%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
14
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BA
1
Bard Associates
Illinois
$4.68M -$169K -6,000 -3%
BlackRock
2
BlackRock
New York
$4.32M +$79.6K +2,818 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.29M +$786K +27,816 +30%
CGI
4
CI Global Investments
California
$2.77M +$2.82M +100,000 New
RA
5
Royce & Associates
New York
$2.3M
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$1.32M
Renaissance Technologies
7
Renaissance Technologies
New York
$1.26M -$700K -24,800 -35%
State Street
8
State Street
Massachusetts
$1.06M +$36.9K +1,308 +4%
Northern Trust
9
Northern Trust
Illinois
$1.03M +$7.43K +263 +0.7%
BCM
10
Bridgeway Capital Management
Texas
$972K
Wells Fargo
11
Wells Fargo
California
$771K +$770K +27,253 +4,505%
AWM
12
Arbor Wealth Management
Florida
$507K +$303K +10,711 +123%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$428K +$145K +5,133 +49%
TCIM
14
TIAA CREF Investment Management
New York
$263K
Morgan Stanley
15
Morgan Stanley
New York
$231K +$20.8K +738 +10%
Charles Schwab
16
Charles Schwab
California
$219K
Bank of New York Mellon
17
Bank of New York Mellon
New York
$208K +$213K +7,552 New
TA
18
Teachers Advisors
New York
$174K
California State Teachers Retirement System (CalSTRS)
19
California State Teachers Retirement System (CalSTRS)
California
$160K -$11.3K -400 -6%
UBS Group
20
UBS Group
Switzerland
$136K +$88K +3,115 +173%
HCS
21
Harvest Capital Strategies
California
$135K -$1.62M -57,508 -92%
New York State Common Retirement Fund
22
New York State Common Retirement Fund
New York
$102K
Deutsche Bank
23
Deutsche Bank
Germany
$95K -$14.2K -503 -13%
Bank of America
24
Bank of America
North Carolina
$75K +$5.22K +185 +7%
AIG
25
American International Group
New York
$65K +$4.97K +176 +8%

EVI Hedge Fund Activity: Q3 2017 in Review

35 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in EVI Industries (EVI) for Q3 2017, worth a combined $26.8M — up 7.7% from $24.9M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of EVI and 4 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 14 added.

The largest buyer was CI Global Investments, opening a new position worth an estimated $2.82M. The largest seller was Harvest Capital Strategies, cutting an estimated $1.62M.

  • 35 institutional investors held EVI Industries (EVI) as of Q3 2017, down from 37 in Q2 2017.
  • Funds reported $26.8M of EVI Industries stock for Q3 2017, up 7.7% quarter-over-quarter.
  • 4 funds opened new EVI Industries positions in Q3 2017 and 5 closed out, a net change of -1 holder.
  • The largest EVI Industries buyer in Q3 2017 was CI Global Investments, an estimated $2.82M added.
  • The largest EVI Industries seller in Q3 2017 was Harvest Capital Strategies, an estimated $1.62M sold.

Based on aggregated 13F filings for Q3 2017.