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EVI Industries
EVI

50 hedge funds and large institutions have $127M invested in EVI Industries in 2020 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 25 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 11

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

14% more capital invested

Capital invested by funds: $111M → $127M (+$15.9M)

4% more funds holding

Funds holding: 48 → 50 (+2)

2.9% less ownership

Funds ownership: 35.03% → 32.13% (-2.9%)

Holders
50
Holders Change
+2
Holders Change %
+4.17%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
25
Reduced
11
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CCA
Conestoga Capital Advisors
Pennsylvania
+$635K
2
BlackRock
BlackRock
New York
+$580K
3
Morgan Stanley
Morgan Stanley
New York
+$316K
4
JP Morgan Chase
JP Morgan Chase
New York
+$302K
5
Millennium Management
Millennium Management
New York
+$237K

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$378K
2
JWCA
J.W. Cole Advisors
Florida
-$371K
3
GKIM
GW&K Investment Management
Massachusetts
-$190K
4
Ameriprise
Ameriprise
Minnesota
-$119K
5
TRCT
Tower Research Capital (TRC)
New York
-$96.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1
Conestoga Capital Advisors
Pennsylvania
$31.6M +$635K +20,709 +2%
RA
2
Royce & Associates
New York
$20.9M – – –
Morgan Stanley
3
Morgan Stanley
New York
$10.8M +$316K +10,307 +3%
BlackRock
4
BlackRock
New York
$8.87M +$580K +18,929 +7%
Vanguard Group
5
Vanguard Group
Pennsylvania
$8.46M -$378K -12,329 -4%
CM
6
Conifer Management
New York
$8.06M – – –
ELI
7
Empire Life Investments
Ontario, Canada
$7.43M +$21.7K +709 +0.3%
FWM
8
Frontier Wealth Management
Missouri
$4.25M +$150K +4,883 +4%
GKIM
9
GW&K Investment Management
Massachusetts
$4.03M -$190K -6,195 -4%
ACH
10
ArrowMark Colorado Holdings
Colorado
$2.51M – – –
RJA
11
Raymond James & Associates
Florida
$2.29M +$73.8K +2,408 +3%
State Street
12
State Street
Massachusetts
$2.26M +$152K +4,969 +7%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$2.08M +$153K +4,999 +8%
Northern Trust
14
Northern Trust
Illinois
$2.05M -$21.8K -712 -1%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$1.8M – – –
Ameriprise
16
Ameriprise
Minnesota
$1.78M -$119K -3,888 -6%
Comerica Bank
17
Comerica Bank
Texas
$1.69M +$113K +3,675 +8%
HIMC
18
Heritage Investors Management Corp
Maryland
$908K -$15.2K -495 -2%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$821K +$28.4K +928 +3%
ACA
20
Anchor Capital Advisors
Massachusetts
$612K -$20.9K -682 -3%
N
21
Nuveen
North Carolina
$574K +$218K +7,119 +59%
Wells Fargo
22
Wells Fargo
California
$419K +$51.1K +1,666 +14%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$404K -$12.4K -404 -3%
PPA
24
Parametric Portfolio Associates
Washington
$382K +$61.3K +2,001 +19%
Charles Schwab
25
Charles Schwab
California
$354K +$22.9K +747 +7%
1
2 3

EVI Hedge Fund Activity: Q4 2020 in Review

50 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in EVI Industries (EVI) for Q4 2020, worth a combined $127M — up 14% from $111M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new EVI positions and 2 closed out — a net gain of 2 holders — while 25 added to existing stakes and 11 trimmed.

The largest buyer was Conestoga Capital Advisors, adding an estimated $635K. The largest seller was Vanguard Group, cutting an estimated $378K.

  • 50 institutional investors held EVI Industries (EVI) as of Q4 2020, up from 48 in Q3 2020.
  • Funds reported $127M of EVI Industries stock for Q4 2020, up 14% quarter-over-quarter.
  • 4 funds opened new EVI Industries positions in Q4 2020 and 2 closed out, a net change of +2 holders.
  • The largest EVI Industries buyer in Q4 2020 was Conestoga Capital Advisors, an estimated $635K added.
  • The largest EVI Industries seller in Q4 2020 was Vanguard Group, an estimated $378K sold.

Based on aggregated 13F filings for Q4 2020.