We are live on ! Find out more
EVI icon

EVI Industries

41 hedge funds and large institutions have $42.6M invested in EVI Industries in 2018 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 11

1.14% less ownership

Funds ownership: 10.89%9.75% (-1.1%)

7% less funds holding

Funds holding: 4441 (-3)

9% less capital invested

Capital invested by funds: $47.1M → $42.6M (-$4.46M)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
41
Holders Change
-3
Holders Change %
-6.82%
% of All Funds
0.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
17
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
1
Conestoga Capital Advisors
Pennsylvania
$13.6M +$3.73M +99,689 +41%
Vanguard Group
2
Vanguard Group
Pennsylvania
$6.5M +$385K +10,272 +7%
BlackRock
3
BlackRock
New York
$6.13M -$138K -3,688 -2%
RA
4
Royce & Associates
New York
$3.65M
State Street
5
State Street
Massachusetts
$1.96M +$258K +6,881 +16%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$1.88M
Northern Trust
7
Northern Trust
Illinois
$1.47M +$26.7K +714 +2%
Ameriprise
8
Ameriprise
Minnesota
$1.26M +$406K +10,834 +51%
BCM
9
Bridgeway Capital Management
Texas
$856K -$494K -13,200 -38%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$767K +$10.6K +284 +1%
GIP
11
Granite Investment Partners
California
$553K -$941K -25,129 -64%
BA
12
Bard Associates
Illinois
$416K -$1.73M -46,100 -81%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$394K +$9.18K +245 +3%
TCIM
14
TIAA CREF Investment Management
New York
$376K
Morgan Stanley
15
Morgan Stanley
New York
$336K +$8.43K +225 +3%
Comerica Bank
16
Comerica Bank
Texas
$261K +$269K +7,174 New
Charles Schwab
17
Charles Schwab
California
$256K
TA
18
Teachers Advisors
New York
$247K
Goldman Sachs
19
Goldman Sachs
New York
$230K -$90.4K -2,413 -29%
California State Teachers Retirement System (CalSTRS)
20
California State Teachers Retirement System (CalSTRS)
California
$222K -$4.23K -113 -2%
UBS Group
21
UBS Group
Switzerland
$206K +$9.55K +255 +5%
Deutsche Bank
22
Deutsche Bank
Germany
$189K -$218K -5,830 -55%
SPIA
23
Steward Partners Investment Advisory
New York
$154K +$7.6K +203 +5%
New York State Common Retirement Fund
24
New York State Common Retirement Fund
New York
$145K
AIG
25
American International Group
New York
$92K -$4.72K -126 -5%

EVI Hedge Fund Activity: Q1 2018 in Review

41 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in EVI Industries (EVI) for Q1 2018, worth a combined $42.6M — down 9.5% from $47.1M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of EVI and 4 opened new positions — a net loss of 3 holders — while 11 trimmed existing stakes and 17 added.

The largest buyer was Conestoga Capital Advisors, adding an estimated $3.73M. The largest seller was CI Global Investments, exiting entirely with an estimated $4M sold.

  • 41 institutional investors held EVI Industries (EVI) as of Q1 2018, down from 44 in Q4 2017.
  • Funds reported $42.6M of EVI Industries stock for Q1 2018, down 9.5% quarter-over-quarter.
  • 4 funds opened new EVI Industries positions in Q1 2018 and 7 closed out, a net change of -3 holders.
  • The largest EVI Industries buyer in Q1 2018 was Conestoga Capital Advisors, an estimated $3.73M added.
  • The largest EVI Industries seller in Q1 2018 was CI Global Investments, an estimated $4M sold.

Based on aggregated 13F filings for Q1 2018.