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EVI Industries

41 hedge funds and large institutions have $51.7M invested in EVI Industries in 2018 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 5

8% more capital invested

Capital invested by funds: $47.7M → $51.7M (+$4.02M)

1.31% more ownership

Funds ownership: 10.59%11.9% (+1.3%)

0% more funds holding

Funds holding: 4141 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

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
5
Increased
19
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
1
Conestoga Capital Advisors
Pennsylvania
$20.1M +$3.61M +85,988 +20%
BlackRock
2
BlackRock
New York
$7.57M +$209K +4,969 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$6.92M +$107K +2,546 +1%
RA
4
Royce & Associates
New York
$2M
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$1.98M +$120K +2,855 +6%
State Street
6
State Street
Massachusetts
$1.96M +$17.3K +411 +0.8%
Ameriprise
7
Ameriprise
Minnesota
$1.86M +$441K +10,500 +28%
Northern Trust
8
Northern Trust
Illinois
$1.61M +$167K +3,963 +11%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$999K +$164K +3,894 +18%
Millennium Management
10
Millennium Management
New York
$741K +$799K +19,013 New
GIP
11
Granite Investment Partners
California
$549K
Bank of New York Mellon
12
Bank of New York Mellon
New York
$531K +$105K +2,486 +22%
RJA
13
Raymond James & Associates
Florida
$487K
BA
14
Bard Associates
Illinois
$374K -$42K -1,000 -9%
Charles Schwab
15
Charles Schwab
California
$347K +$101K +2,396 +37%
Deutsche Bank
16
Deutsche Bank
Germany
$341K +$67K +1,594 +22%
Comerica Bank
17
Comerica Bank
Texas
$327K
AWM
18
Arbor Wealth Management
Florida
$319K +$344K +8,190 New
TCIM
19
TIAA CREF Investment Management
New York
$303K -$17.2K -408 -5%
Goldman Sachs
20
Goldman Sachs
New York
$288K +$311K +7,403 New
Morgan Stanley
21
Morgan Stanley
New York
$278K -$58.5K -1,391 -16%
Wells Fargo
22
Wells Fargo
California
$260K +$11.3K +269 +4%
TA
23
Teachers Advisors
New York
$243K -$2.61K -62 -1%
UBS Group
24
UBS Group
Switzerland
$229K +$15.4K +367 +7%
California State Teachers Retirement System (CalSTRS)
25
California State Teachers Retirement System (CalSTRS)
California
$220K

EVI Hedge Fund Activity: Q3 2018 in Review

41 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in EVI Industries (EVI) for Q3 2018, worth a combined $51.7M — up 8.4% from $47.7M a quarter earlier.

Fund positioning in EVI was balanced in Q3 2018: 5 funds opened new positions, 5 closed out, 19 added to existing stakes and 5 trimmed.

The largest buyer was Conestoga Capital Advisors, adding an estimated $3.61M. The largest seller was Bridgeway Capital Management, exiting entirely with an estimated $516K sold.

  • 41 institutional investors held EVI Industries (EVI) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $51.7M of EVI Industries stock for Q3 2018, up 8.4% quarter-over-quarter.
  • 5 funds opened new EVI Industries positions in Q3 2018 and 5 closed out, a net change of 0 holders.
  • The largest EVI Industries buyer in Q3 2018 was Conestoga Capital Advisors, an estimated $3.61M added.
  • The largest EVI Industries seller in Q3 2018 was Bridgeway Capital Management, an estimated $516K sold.

Based on aggregated 13F filings for Q3 2018.