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EVI Industries
EVI

47 hedge funds and large institutions have $118M invested in EVI Industries in 2021 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 16

0.3% less ownership

Funds ownership: 34.19% → 33.9% (-0.3%)

2% less capital invested

Capital invested by funds: $120M → $118M (-$2.63M)

11% less funds holding

Funds holding: 53 → 47 (-6)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 6

Holders
47
Holders Change
-6
Holders Change %
-11.32%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
20
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACH
ArrowMark Colorado Holdings
Colorado
+$1.4M
2
Comerica Bank
Comerica Bank
Texas
+$351K
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$181K
4
CCA
Conestoga Capital Advisors
Pennsylvania
+$180K
5
ELI
Empire Life Investments
Ontario, Canada
+$118K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$909K
2
Vanguard Group
Vanguard Group
Pennsylvania
-$720K
3
Millennium Management
Millennium Management
New York
-$482K
4
Renaissance Technologies
Renaissance Technologies
New York
-$364K
5
RA
Royce & Associates
New York
-$254K
Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1
Conestoga Capital Advisors
Pennsylvania
$30.7M +$180K +6,140 +0.6%
RA
2
Royce & Associates
New York
$17.8M -$254K -8,680 -1%
Morgan Stanley
3
Morgan Stanley
New York
$10.2M -$909K -31,076 -8%
BlackRock
4
BlackRock
New York
$8.55M -$63K -2,155 -0.7%
Vanguard Group
5
Vanguard Group
Pennsylvania
$7.03M -$720K -24,634 -9%
ELI
6
Empire Life Investments
Ontario, Canada
$6.91M +$118K +4,047 +2%
CM
7
Conifer Management
New York
$4.66M – – –
ACH
8
ArrowMark Colorado Holdings
Colorado
$4.27M +$1.4M +47,948 +47%
FWM
9
Frontier Wealth Management
Missouri
$3.95M -$125K -4,284 -3%
GKIM
10
GW&K Investment Management
Massachusetts
$3.77M – – –
Geode Capital Management
11
Geode Capital Management
Massachusetts
$2.43M +$181K +6,198 +8%
RJA
12
Raymond James & Associates
Florida
$2.26M +$34.6K +1,182 +2%
State Street
13
State Street
Massachusetts
$2.12M +$62.7K +2,145 +3%
Northern Trust
14
Northern Trust
Illinois
$1.78M +$70.4K +2,406 +4%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$1.75M +$18.1K +619 +1%
Comerica Bank
16
Comerica Bank
Texas
$1.61M +$351K +12,000 +22%
ACA
17
Anchor Capital Advisors
Massachusetts
$1.2M +$30.3K +1,036 +3%
Ameriprise
18
Ameriprise
Minnesota
$1.12M – – –
HIMC
19
Heritage Investors Management Corp
Maryland
$861K – – –
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$844K +$52.3K +1,790 +6%
JP Morgan Chase
21
JP Morgan Chase
New York
$661K +$16.6K +566 +2%
Charles Schwab
22
Charles Schwab
California
$427K +$60.9K +2,083 +16%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$410K +$3.57K +122 +0.9%
PPA
24
Parametric Portfolio Associates
Washington
$347K -$21.6K -737 -6%
N
25
Nuveen
North Carolina
$345K -$224K -7,664 -39%
1
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EVI Hedge Fund Activity: Q2 2021 in Review

47 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in EVI Industries (EVI) for Q2 2021, worth a combined $118M — down 2.2% from $120M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of EVI and 0 opened new positions — a net loss of 6 holders — while 16 trimmed existing stakes and 20 added.

The largest buyer was ArrowMark Colorado Holdings, adding an estimated $1.4M. The largest seller was Morgan Stanley, cutting an estimated $909K.

  • 47 institutional investors held EVI Industries (EVI) as of Q2 2021, down from 53 in Q1 2021.
  • Funds reported $118M of EVI Industries stock for Q2 2021, down 2.2% quarter-over-quarter.
  • 0 funds opened new EVI Industries positions in Q2 2021 and 6 closed out, a net change of -6 holders.
  • The largest EVI Industries buyer in Q2 2021 was ArrowMark Colorado Holdings, an estimated $1.4M added.
  • The largest EVI Industries seller in Q2 2021 was Morgan Stanley, an estimated $909K sold.

Based on aggregated 13F filings for Q2 2021.