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EVI Industries
EVI

41 hedge funds and large institutions have $47.7M invested in EVI Industries in 2018 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 19 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 8

12% more capital invested

Capital invested by funds: $42.6M → $47.7M (+$5.04M)

0.85% more ownership

Funds ownership: 9.75% → 10.59% (+0.85%)

0% more funds holding

Funds holding: 41 → 41 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

Holders
41
Holders Change
–
Holders Change %
0%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
19
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CCA
Conestoga Capital Advisors
Pennsylvania
+$3.23M
2
BlackRock
BlackRock
New York
+$1.28M
3
RJA
Raymond James & Associates
Florida
+$483K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$371K
5
Ameriprise
Ameriprise
Minnesota
+$209K

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$1.61M
2
BCM
Bridgeway Capital Management
Texas
-$348K
3
Goldman Sachs
Goldman Sachs
New York
-$230K
4
TCIM
TIAA CREF Investment Management
New York
-$54.2K
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$29.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1
Conestoga Capital Advisors
Pennsylvania
$17.3M +$3.23M +83,438 +24%
BlackRock
2
BlackRock
New York
$7.63M +$1.28M +33,102 +21%
Vanguard Group
3
Vanguard Group
Pennsylvania
$7.06M +$371K +9,599 +6%
RA
4
Royce & Associates
New York
$2.08M -$1.61M -41,623 -45%
State Street
5
State Street
Massachusetts
$2.01M – – –
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$1.93M – – –
Northern Trust
7
Northern Trust
Illinois
$1.51M +$3.21K +83 +0.2%
Ameriprise
8
Ameriprise
Minnesota
$1.51M +$209K +5,402 +17%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$877K +$85.9K +2,222 +11%
GIP
10
Granite Investment Partners
California
$568K – – –
BCM
11
Bridgeway Capital Management
Texas
$516K -$348K -9,000 -41%
RJA
12
Raymond James & Associates
Florida
$504K +$483K +12,500 New
Bank of New York Mellon
13
Bank of New York Mellon
New York
$449K +$43.2K +1,118 +11%
BA
14
Bard Associates
Illinois
$427K – – –
Morgan Stanley
15
Morgan Stanley
New York
$344K -$541 -14 -0.2%
TCIM
16
TIAA CREF Investment Management
New York
$330K -$54.2K -1,401 -15%
Comerica Bank
17
Comerica Bank
Texas
$323K +$38.7K +1,000 +14%
Deutsche Bank
18
Deutsche Bank
Germany
$288K +$89.3K +2,310 +48%
Charles Schwab
19
Charles Schwab
California
$262K – – –
Wells Fargo
20
Wells Fargo
California
$258K +$167K +4,322 +208%
TA
21
Teachers Advisors
New York
$253K – – –
California State Teachers Retirement System (CalSTRS)
22
California State Teachers Retirement System (CalSTRS)
California
$228K – – –
UBS Group
23
UBS Group
Switzerland
$223K +$10.3K +267 +5%
SPIA
24
Steward Partners Investment Advisory
New York
$175K +$15.2K +394 +10%
New York State Common Retirement Fund
25
New York State Common Retirement Fund
New York
$149K – – –
1
2

EVI Hedge Fund Activity: Q2 2018 in Review

41 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in EVI Industries (EVI) for Q2 2018, worth a combined $47.7M — up 12% from $42.6M a quarter earlier.

Fund positioning in EVI was balanced in Q2 2018: 3 funds opened new positions, 3 closed out, 19 added to existing stakes and 8 trimmed.

The largest buyer was Conestoga Capital Advisors, adding an estimated $3.23M. The largest seller was Royce & Associates, cutting an estimated $1.61M.

  • 41 institutional investors held EVI Industries (EVI) as of Q2 2018, unchanged from Q1 2018.
  • Funds reported $47.7M of EVI Industries stock for Q2 2018, up 12% quarter-over-quarter.
  • 3 funds opened new EVI Industries positions in Q2 2018 and 3 closed out, a net change of 0 holders.
  • The largest EVI Industries buyer in Q2 2018 was Conestoga Capital Advisors, an estimated $3.23M added.
  • The largest EVI Industries seller in Q2 2018 was Royce & Associates, an estimated $1.61M sold.

Based on aggregated 13F filings for Q2 2018.