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EVI Industries

44 hedge funds and large institutions have $47.1M invested in EVI Industries in 2017 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

78% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 9

76% more capital invested

Capital invested by funds: $26.8M → $47.1M (+$20.3M)

26% more funds holding

Funds holding: 3544 (+9)

1.53% more ownership

Funds ownership: 9.37%10.89% (+1.5%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
44
Holders Change
+9
Holders Change %
+25.71%
% of All Funds
1%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
16
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
1
Conestoga Capital Advisors
Pennsylvania
$9.83M +$7.02M +245,860 New
BlackRock
2
BlackRock
New York
$6.4M +$104K +3,631 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$6.21M +$1.03M +36,203 +30%
CGI
4
CI Global Investments
California
$4M
RA
5
Royce & Associates
New York
$3.72M +$285K +10,000 +12%
BA
6
Bard Associates
Illinois
$2.27M -$3.21M -112,401 -66%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$1.92M
State Street
8
State Street
Massachusetts
$1.72M +$130K +4,568 +12%
GIP
9
Granite Investment Partners
California
$1.57M +$1.12M +39,230 New
Northern Trust
10
Northern Trust
Illinois
$1.47M -$21.8K -765 -2%
BCM
11
Bridgeway Capital Management
Texas
$1.4M -$4.28K -150 -0.4%
Ameriprise
12
Ameriprise
Minnesota
$846K +$603K +21,143 New
Geode Capital Management
13
Geode Capital Management
Massachusetts
$770K +$107K +3,758 +24%
AWM
14
Arbor Wealth Management
Florida
$606K -$123K -4,294 -22%
Deutsche Bank
15
Deutsche Bank
Germany
$427K +$205K +7,173 +204%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$391K +$63.8K +2,234 +30%
TCIM
17
TIAA CREF Investment Management
New York
$383K +$2.23K +78 +0.8%
VF
18
Virtu Financial
New York
$358K +$256K +8,958 New
Morgan Stanley
19
Morgan Stanley
New York
$333K +$228 +8 +0.1%
Goldman Sachs
20
Goldman Sachs
New York
$331K +$236K +8,265 New
Charles Schwab
21
Charles Schwab
California
$260K -$40K -1,400 -18%
TA
22
Teachers Advisors
New York
$252K
California State Teachers Retirement System (CalSTRS)
23
California State Teachers Retirement System (CalSTRS)
California
$231K -$1.03K -36 -0.6%
CS
24
Credit Suisse
Switzerland
$216K +$154K +5,404 New
UBS Group
25
UBS Group
Switzerland
$200K +$2.54K +89 +2%

EVI Hedge Fund Activity: Q4 2017 in Review

44 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in EVI Industries (EVI) for Q4 2017, worth a combined $47.1M — up 76% from $26.8M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new EVI positions and 3 closed out — a net gain of 9 holders — while 16 added to existing stakes and 9 trimmed.

The largest buyer was Conestoga Capital Advisors, opening a new position worth an estimated $7.02M. The largest seller was Bard Associates, cutting an estimated $3.21M.

  • 44 institutional investors held EVI Industries (EVI) as of Q4 2017, up from 35 in Q3 2017.
  • Funds reported $47.1M of EVI Industries stock for Q4 2017, up 76% quarter-over-quarter.
  • 12 funds opened new EVI Industries positions in Q4 2017 and 3 closed out, a net change of +9 holders.
  • The largest EVI Industries buyer in Q4 2017 was Conestoga Capital Advisors, an estimated $7.02M added.
  • The largest EVI Industries seller in Q4 2017 was Bard Associates, an estimated $3.21M sold.

Based on aggregated 13F filings for Q4 2017.