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EVI Industries

38 hedge funds and large institutions have $56.9M invested in EVI Industries in 2020 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 7

1.64% more ownership

Funds ownership: 28.65%30.29% (+1.6%)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

3% less funds holding

Funds holding: 3938 (-1)

38% less capital invested

Capital invested by funds: $91.4M → $56.9M (-$34.5M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
38
Holders Change
-1
Holders Change %
-2.56%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
20
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
1
Conestoga Capital Advisors
Pennsylvania
$14.2M +$2.1M +93,609 +12%
RA
2
Royce & Associates
New York
$12.5M +$12.2M +542,829 +217%
Morgan Stanley
3
Morgan Stanley
New York
$5.13M -$734K -32,660 -9%
Vanguard Group
4
Vanguard Group
Pennsylvania
$4.25M +$1.59M +70,901 +36%
BlackRock
5
BlackRock
New York
$4.18M +$12.1K +539 +0.2%
ELI
6
Empire Life Investments
Ontario, Canada
$4.02M +$1.2M +53,212 +26%
CM
7
Conifer Management
New York
$3.48M +$4.95M +220,310 New
ACH
8
ArrowMark Colorado Holdings
Colorado
$1.52M +$204K +9,065 +10%
Ameriprise
9
Ameriprise
Minnesota
$1.3M +$220K +9,800 +13%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$1M +$168K +7,451 +13%
State Street
11
State Street
Massachusetts
$1M +$169K +7,531 +13%
Northern Trust
12
Northern Trust
Illinois
$955K +$112K +4,997 +9%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$814K
Comerica Bank
14
Comerica Bank
Texas
$550K +$114K +5,060 +20%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$398K +$32.7K +1,455 +6%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$220K +$22 +1 +0%
HIMC
17
Heritage Investors Management Corp
Maryland
$204K +$291K +12,926 New
Wells Fargo
18
Wells Fargo
California
$201K +$148K +6,602 +107%
SPIA
19
Steward Partners Investment Advisory
New York
$200K +$111K +4,927 +63%
Charles Schwab
20
Charles Schwab
California
$171K
UBS Group
21
UBS Group
Switzerland
$110K -$60.4K -2,686 -28%
California State Teachers Retirement System (CalSTRS)
22
California State Teachers Retirement System (CalSTRS)
California
$110K +$1.82K +81 +1%
New York State Common Retirement Fund
23
New York State Common Retirement Fund
New York
$101K
Citigroup
24
Citigroup
New York
$52K +$8.93K +397 +14%
AIG
25
American International Group
New York
$43K -$2.72K -121 -4%

EVI Hedge Fund Activity: Q1 2020 in Review

38 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in EVI Industries (EVI) for Q1 2020, worth a combined $56.9M — down 38% from $91.4M a quarter earlier.

Fund positioning in EVI was balanced in Q1 2020: 5 funds opened new positions, 5 closed out, 20 added to existing stakes and 7 trimmed.

The largest buyer was Royce & Associates, adding an estimated $12.2M. The largest seller was ADW Capital Management, exiting entirely with an estimated $16.8M sold.

  • 38 institutional investors held EVI Industries (EVI) as of Q1 2020, down from 39 in Q4 2019.
  • Funds reported $56.9M of EVI Industries stock for Q1 2020, down 38% quarter-over-quarter.
  • 5 funds opened new EVI Industries positions in Q1 2020 and 5 closed out, a net change of 0 holders.
  • The largest EVI Industries buyer in Q1 2020 was Royce & Associates, an estimated $12.2M added.
  • The largest EVI Industries seller in Q1 2020 was ADW Capital Management, an estimated $16.8M sold.

Based on aggregated 13F filings for Q1 2020.