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EVI Industries
EVI

46 hedge funds and large institutions have $88M invested in EVI Industries in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 10 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

110% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 10

55% more capital invested

Capital invested by funds: $56.9M → $88M (+$31.1M)

21% more funds holding

Funds holding: 38 → 46 (+8)

3.73% more ownership

Funds ownership: 30.29% → 34.01% (+3.7%)

Holders
46
Holders Change
+8
Holders Change %
+21.05%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
21
Reduced
10
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FWM
Frontier Wealth Management
Missouri
+$2.9M
2
GKIM
GW&K Investment Management
Massachusetts
+$2.86M
3
CCA
Conestoga Capital Advisors
Pennsylvania
+$1.35M
4
CM
Conifer Management
New York
+$965K
5
Vanguard Group
Vanguard Group
Pennsylvania
+$867K

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$1.88M
2
ACH
ArrowMark Colorado Holdings
Colorado
-$685K
3
Ameriprise
Ameriprise
Minnesota
-$396K
4
SPIA
Steward Partners Investment Advisory
New York
-$169K
5
ELI
Empire Life Investments
Ontario, Canada
-$149K
Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1
Conestoga Capital Advisors
Pennsylvania
$21M +$1.35M +68,670 +8%
RA
2
Royce & Associates
New York
$15.1M -$1.88M -95,260 -12%
Morgan Stanley
3
Morgan Stanley
New York
$7.97M +$824K +41,834 +13%
Vanguard Group
4
Vanguard Group
Pennsylvania
$6.81M +$867K +44,037 +16%
BlackRock
5
BlackRock
New York
$6.12M +$336K +17,044 +6%
CM
6
Conifer Management
New York
$5.85M +$965K +48,996 +22%
ELI
7
Empire Life Investments
Ontario, Canada
$5.36M -$149K -7,565 -3%
FWM
8
Frontier Wealth Management
Missouri
$3.2M +$2.9M +147,377 New
GKIM
9
GW&K Investment Management
Massachusetts
$3.15M +$2.86M +145,228 New
Northern Trust
10
Northern Trust
Illinois
$1.58M +$238K +12,097 +20%
State Street
11
State Street
Massachusetts
$1.54M +$148K +7,500 +12%
Ameriprise
12
Ameriprise
Minnesota
$1.36M -$396K -20,125 -24%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$1.34M -$33.5K -1,701 -3%
ACH
14
ArrowMark Colorado Holdings
Colorado
$1.33M -$685K -34,801 -36%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$1.16M +$14.2K +723 +1%
RJA
16
Raymond James & Associates
Florida
$811K +$736K +37,366 New
Comerica Bank
17
Comerica Bank
Texas
$701K – – –
HIMC
18
Heritage Investors Management Corp
Maryland
$669K +$352K +17,900 +138%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$560K +$12K +609 +2%
Wells Fargo
20
Wells Fargo
California
$322K +$40K +2,032 +16%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$302K -$866 -44 -0.3%
Charles Schwab
22
Charles Schwab
California
$258K +$20K +1,017 +9%
Citadel Advisors
23
Citadel Advisors
Florida
$255K +$231K +11,724 New
PPA
24
Parametric Portfolio Associates
Washington
$207K +$187K +9,518 New
California State Teachers Retirement System (CalSTRS)
25
California State Teachers Retirement System (CalSTRS)
California
$152K – – –
1
2

EVI Hedge Fund Activity: Q2 2020 in Review

46 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in EVI Industries (EVI) for Q2 2020, worth a combined $88M — up 55% from $56.9M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new EVI positions and 1 closed out — a net gain of 8 holders — while 21 added to existing stakes and 10 trimmed.

The largest buyer was Frontier Wealth Management, opening a new position worth an estimated $2.9M. The largest seller was Royce & Associates, cutting an estimated $1.88M.

  • 46 institutional investors held EVI Industries (EVI) as of Q2 2020, up from 38 in Q1 2020.
  • Funds reported $88M of EVI Industries stock for Q2 2020, up 55% quarter-over-quarter.
  • 9 funds opened new EVI Industries positions in Q2 2020 and 1 closed out, a net change of +8 holders.
  • The largest EVI Industries buyer in Q2 2020 was Frontier Wealth Management, an estimated $2.9M added.
  • The largest EVI Industries seller in Q2 2020 was Royce & Associates, an estimated $1.88M sold.

Based on aggregated 13F filings for Q2 2020.