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EVI Industries
EVI

43 hedge funds and large institutions have $106M invested in EVI Industries in 2019 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 9

20% more capital invested

Capital invested by funds: $87.7M → $106M (+$17.9M)

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

2.81% more ownership

Funds ownership: 21.32% → 24.13% (+2.8%)

2% more funds holding

Funds holding: 42 → 43 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
43
Holders Change
+1
Holders Change %
+2.38%
% of All Funds
0.93%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
16
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$13.4M
2
ELI
Empire Life Investments
Ontario, Canada
+$1.24M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$857K
4
CCA
Conestoga Capital Advisors
Pennsylvania
+$600K
5
GIP
Granite Investment Partners
California
+$452K

Top Sellers

Rank Fund Capital Flow
1
ACM
ADW Capital Management
Florida
-$10.1M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$1.21M
3
Goldman Sachs
Goldman Sachs
New York
-$500K
4
BlackRock
BlackRock
New York
-$224K
5
LNB
Ledyard National Bank
-$67K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1
ADW Capital Management
Florida
$35.3M -$10.1M -276,832 -23%
CCA
2
Conestoga Capital Advisors
Pennsylvania
$21.7M +$600K +16,418 +3%
Morgan Stanley
3
Morgan Stanley
New York
$14.2M +$13.4M +365,272 +4,341%
Vanguard Group
4
Vanguard Group
Pennsylvania
$7.52M -$1.21M -32,988 -14%
BlackRock
5
BlackRock
New York
$7.15M -$224K -6,116 -3%
RA
6
Royce & Associates
New York
$2.64M +$183K +5,000 +8%
Ameriprise
7
Ameriprise
Minnesota
$2.25M +$8.37K +229 +0.4%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$1.89M – – –
State Street
9
State Street
Massachusetts
$1.89M +$51.6K +1,412 +3%
Northern Trust
10
Northern Trust
Illinois
$1.79M +$12.5K +343 +0.7%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$1.68M +$857K +23,429 +113%
ELI
12
Empire Life Investments
Ontario, Canada
$1.29M +$1.24M +33,801 New
GIP
13
Granite Investment Partners
California
$1.01M +$452K +12,357 +88%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$544K +$29.7K +813 +6%
RJA
15
Raymond James & Associates
Florida
$477K – – –
Comerica Bank
16
Comerica Bank
Texas
$468K – – –
FWM
17
Frontier Wealth Management
Missouri
$464K +$445K +12,162 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$413K +$32.3K +882 +9%
BA
19
Bard Associates
Illinois
$366K – – –
Charles Schwab
20
Charles Schwab
California
$340K – – –
TCIM
21
TIAA CREF Investment Management
New York
$296K – – –
Wells Fargo
22
Wells Fargo
California
$275K +$1.65K +45 +0.6%
TA
23
Teachers Advisors
New York
$237K – – –
California State Teachers Retirement System (CalSTRS)
24
California State Teachers Retirement System (CalSTRS)
California
$225K – – –
SPIA
25
Steward Partners Investment Advisory
New York
$208K +$200K +5,474 New
1
2

EVI Hedge Fund Activity: Q1 2019 in Review

43 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in EVI Industries (EVI) for Q1 2019, worth a combined $106M — up 20% from $87.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new EVI positions and 5 closed out — a net gain of 1 holder — while 16 added to existing stakes and 9 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $13.4M. The largest seller was ADW Capital Management, cutting an estimated $10.1M.

  • 43 institutional investors held EVI Industries (EVI) as of Q1 2019, up from 42 in Q4 2018.
  • Funds reported $106M of EVI Industries stock for Q1 2019, up 20% quarter-over-quarter.
  • 6 funds opened new EVI Industries positions in Q1 2019 and 5 closed out, a net change of +1 holder.
  • The largest EVI Industries buyer in Q1 2019 was Morgan Stanley, an estimated $13.4M added.
  • The largest EVI Industries seller in Q1 2019 was ADW Capital Management, an estimated $10.1M sold.

Based on aggregated 13F filings for Q1 2019.