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EVI Industries
EVI

53 hedge funds and large institutions have $120M invested in EVI Industries in 2021 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 19

6% more funds holding

Funds holding: 50 → 53 (+3)

2.07% more ownership

Funds ownership: 32.13% → 34.19% (+2.1%)

5% less capital invested

Capital invested by funds: $127M → $120M (-$6.98M)

Holders
53
Holders Change
+3
Holders Change %
+6%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
21
Reduced
19
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.09M
2
ACA
Anchor Capital Advisors
Massachusetts
+$722K
3
CCA
Conestoga Capital Advisors
Pennsylvania
+$677K
4
ACH
ArrowMark Colorado Holdings
Colorado
+$649K
5
Renaissance Technologies
Renaissance Technologies
New York
+$443K

Top Sellers

Rank Fund Capital Flow
1
CM
Conifer Management
New York
-$3.68M
2
RA
Royce & Associates
New York
-$2.14M
3
Ameriprise
Ameriprise
Minnesota
-$701K
4
Vanguard Group
Vanguard Group
Pennsylvania
-$365K
5
ELI
Empire Life Investments
Ontario, Canada
-$311K
Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1
Conestoga Capital Advisors
Pennsylvania
$30.9M +$677K +19,350 +2%
RA
2
Royce & Associates
New York
$18.3M -$2.14M -61,100 -9%
Morgan Stanley
3
Morgan Stanley
New York
$11.3M +$1.09M +31,053 +9%
BlackRock
4
BlackRock
New York
$8.72M +$237K +6,758 +2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$7.83M -$365K -10,419 -4%
ELI
6
Empire Life Investments
Ontario, Canada
$6.89M -$311K -8,885 -4%
CM
7
Conifer Management
New York
$4.72M -$3.68M -105,064 -39%
FWM
8
Frontier Wealth Management
Missouri
$4.13M +$50K +1,428 +1%
GKIM
9
GW&K Investment Management
Massachusetts
$3.82M -$75.4K -2,155 -2%
ACH
10
ArrowMark Colorado Holdings
Colorado
$2.95M +$649K +18,530 +22%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$2.28M +$349K +9,967 +14%
RJA
12
Raymond James & Associates
Florida
$2.25M +$57.1K +1,631 +2%
State Street
13
State Street
Massachusetts
$2.09M -$104K -2,965 -4%
Northern Trust
14
Northern Trust
Illinois
$1.73M -$289K -8,242 -12%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$1.68M +$308K +8,800 +17%
Comerica Bank
16
Comerica Bank
Texas
$1.52M +$88.4K +2,525 +5%
ACA
17
Anchor Capital Advisors
Massachusetts
$1.18M +$722K +20,626 +101%
Ameriprise
18
Ameriprise
Minnesota
$1.13M -$701K -20,019 -34%
HIMC
19
Heritage Investors Management Corp
Maryland
$873K – – –
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$805K +$17.8K +507 +2%
JP Morgan Chase
21
JP Morgan Chase
New York
$653K +$386K +11,032 +94%
N
22
Nuveen
North Carolina
$570K +$21.7K +620 +3%
Millennium Management
23
Millennium Management
New York
$482K +$316K +9,038 +117%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$412K +$28.5K +813 +6%
PPA
25
Parametric Portfolio Associates
Washington
$373K +$6.93K +198 +2%
1
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EVI Hedge Fund Activity: Q1 2021 in Review

53 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in EVI Industries (EVI) for Q1 2021, worth a combined $120M — down 5.5% from $127M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new EVI positions and 0 closed out — a net gain of 3 holders — while 21 added to existing stakes and 19 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.09M. The largest seller was Conifer Management, cutting an estimated $3.68M.

  • 53 institutional investors held EVI Industries (EVI) as of Q1 2021, up from 50 in Q4 2020.
  • Funds reported $120M of EVI Industries stock for Q1 2021, down 5.5% quarter-over-quarter.
  • 3 funds opened new EVI Industries positions in Q1 2021 and 0 closed out, a net change of +3 holders.
  • The largest EVI Industries buyer in Q1 2021 was Morgan Stanley, an estimated $1.09M added.
  • The largest EVI Industries seller in Q1 2021 was Conifer Management, an estimated $3.68M sold.

Based on aggregated 13F filings for Q1 2021.