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EVI Industries

42 hedge funds and large institutions have $87.7M invested in EVI Industries in 2018 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 8

70% more capital invested

Capital invested by funds: $51.7M → $87.7M (+$36M)

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

9.42% more ownership

Funds ownership: 11.9%21.32% (+9.4%)

2% more funds holding

Funds holding: 4142 (+1)

Holders
42
Holders Change
+1
Holders Change %
+2.44%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
17
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
ADW Capital Management
Florida
$40.1M +$44.9M +1,201,757 New
CCA
2
Conestoga Capital Advisors
Pennsylvania
$18.4M +$1.37M +36,600 +7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$7.68M +$1.97M +52,638 +30%
BlackRock
4
BlackRock
New York
$6.46M -$28.5K -763 -0.4%
RA
5
Royce & Associates
New York
$2.14M +$479K +12,823 +25%
Ameriprise
6
Ameriprise
Minnesota
$1.96M +$411K +11,000 +23%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$1.83M
State Street
8
State Street
Massachusetts
$1.6M -$78.8K -2,108 -4%
Northern Trust
9
Northern Trust
Illinois
$1.55M +$195K +5,204 +13%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$689K -$186K -4,976 -19%
Goldman Sachs
11
Goldman Sachs
New York
$500K +$284K +7,597 +103%
GIP
12
Granite Investment Partners
California
$470K
Bank of New York Mellon
13
Bank of New York Mellon
New York
$449K -$7.1K -190 -1%
RJA
14
Raymond James & Associates
Florida
$417K
Comerica Bank
15
Comerica Bank
Texas
$412K +$137K +3,677 +45%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$331K +$218K +5,830 +142%
BA
17
Bard Associates
Illinois
$320K
Charles Schwab
18
Charles Schwab
California
$297K
Morgan Stanley
19
Morgan Stanley
New York
$280K +$47.5K +1,272 +18%
TCIM
20
TIAA CREF Investment Management
New York
$259K
Wells Fargo
21
Wells Fargo
California
$239K +$18.7K +501 +8%
TA
22
Teachers Advisors
New York
$208K
UBS Group
23
UBS Group
Switzerland
$203K +$7.36K +197 +3%
California State Teachers Retirement System (CalSTRS)
24
California State Teachers Retirement System (CalSTRS)
California
$197K +$9.35K +250 +4%
Bank of America
25
Bank of America
North Carolina
$132K +$116K +3,101 +370%

EVI Hedge Fund Activity: Q4 2018 in Review

42 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in EVI Industries (EVI) for Q4 2018, worth a combined $87.7M — up 70% from $51.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new EVI positions and 5 closed out — a net gain of 1 holder — while 17 added to existing stakes and 8 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.97M. The largest seller was Millennium Management, exiting entirely with an estimated $741K sold.

  • 42 institutional investors held EVI Industries (EVI) as of Q4 2018, up from 41 in Q3 2018.
  • Funds reported $87.7M of EVI Industries stock for Q4 2018, up 70% quarter-over-quarter.
  • 6 funds opened new EVI Industries positions in Q4 2018 and 5 closed out, a net change of +1 holder.
  • The largest EVI Industries buyer in Q4 2018 was Vanguard Group, an estimated $1.97M added.
  • The largest EVI Industries seller in Q4 2018 was Millennium Management, an estimated $741K sold.

Based on aggregated 13F filings for Q4 2018.