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EVI Industries

41 hedge funds and large institutions have $113M invested in EVI Industries in 2019 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 8

7% more capital invested

Capital invested by funds: $106M → $113M (+$7.75M)

1.12% more ownership

Funds ownership: 24.13%25.25% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

5% less funds holding

Funds holding: 4341 (-2)

Holders
41
Holders Change
-2
Holders Change %
-4.65%
% of All Funds
0.89%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
22
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
$36M +$627K +16,938 +2%
CCA
2
Conestoga Capital Advisors
Pennsylvania
$22.8M +$1M +27,044 +5%
Morgan Stanley
3
Morgan Stanley
New York
$14.1M -$225K -6,068 -2%
BlackRock
4
BlackRock
New York
$9.78M +$2.51M +67,935 +36%
Vanguard Group
5
Vanguard Group
Pennsylvania
$7.64M +$85.5K +2,311 +1%
ELI
6
Empire Life Investments
Ontario, Canada
$4M +$2.62M +70,835 +210%
RA
7
Royce & Associates
New York
$2.65M
Ameriprise
8
Ameriprise
Minnesota
$2.09M -$163K -4,405 -7%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$1.99M +$295K +7,981 +18%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$1.97M
State Street
11
State Street
Massachusetts
$1.9M +$4.51K +122 +0.2%
Northern Trust
12
Northern Trust
Illinois
$1.84M +$41.4K +1,118 +2%
FWM
13
Frontier Wealth Management
Missouri
$724K +$250K +6,746 +55%
N
14
Nuveen
North Carolina
$634K +$613K +16,566 New
Bank of New York Mellon
15
Bank of New York Mellon
New York
$590K +$43.4K +1,173 +8%
GIP
16
Granite Investment Partners
California
$540K -$457K -12,357 -47%
RJA
17
Raymond James & Associates
Florida
$493K +$13.8K +374 +3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$472K +$55.3K +1,495 +14%
Comerica Bank
19
Comerica Bank
Texas
$432K
Charles Schwab
20
Charles Schwab
California
$415K +$71.8K +1,939 +22%
BA
21
Bard Associates
Illinois
$367K
California State Teachers Retirement System (CalSTRS)
22
California State Teachers Retirement System (CalSTRS)
California
$268K +$40.5K +1,095 +19%
New York State Common Retirement Fund
23
New York State Common Retirement Fund
New York
$245K +$99.9K +2,700 +73%
SPIA
24
Steward Partners Investment Advisory
New York
$224K +$14.7K +397 +7%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$215K +$208K +5,619 New

EVI Hedge Fund Activity: Q2 2019 in Review

41 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in EVI Industries (EVI) for Q2 2019, worth a combined $113M — up 7.3% from $106M a quarter earlier.

Fund positioning in EVI was balanced in Q2 2019: 5 funds opened new positions, 5 closed out, 22 added to existing stakes and 8 trimmed.

The largest buyer was Empire Life Investments, adding an estimated $2.62M. The largest seller was Granite Investment Partners, cutting an estimated $457K.

  • 41 institutional investors held EVI Industries (EVI) as of Q2 2019, down from 43 in Q1 2019.
  • Funds reported $113M of EVI Industries stock for Q2 2019, up 7.3% quarter-over-quarter.
  • 5 funds opened new EVI Industries positions in Q2 2019 and 5 closed out, a net change of 0 holders.
  • The largest EVI Industries buyer in Q2 2019 was Empire Life Investments, an estimated $2.62M added.
  • The largest EVI Industries seller in Q2 2019 was Granite Investment Partners, an estimated $457K sold.

Based on aggregated 13F filings for Q2 2019.