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EVI Industries

46 hedge funds and large institutions have $99.9M invested in EVI Industries in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 16 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.05% more ownership

Funds ownership: 40.46%43.5% (+3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 4846 (-2)

20% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 20

40% less capital invested

Capital invested by funds: $166M → $99.9M (-$66.2M)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
46
Holders Change
-2
Holders Change %
-4.17%
% of All Funds
0.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
16
Reduced
20
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
1
Conestoga Capital Advisors
Pennsylvania
$20.9M +$277K +12,733 +1%
GAM
2
Gemmer Asset Management
California
$19M
RA
3
Royce & Associates
New York
$12.7M +$2M +92,000 +16%
Morgan Stanley
4
Morgan Stanley
New York
$6.51M -$457K -20,983 -6%
ACH
5
ArrowMark Colorado Holdings
Colorado
$5.29M +$2.92M +134,266 +89%
BlackRock
6
BlackRock
New York
$5.28M -$406K -18,660 -6%
ELI
7
Empire Life Investments
Ontario, Canada
$4.54M +$7.95K +365 +0.1%
Vanguard Group
8
Vanguard Group
Pennsylvania
$4.47M -$94.3K -4,332 -2%
AAM
9
ACK Asset Management
Connecticut
$3.43M +$609K +27,970 +18%
FWM
10
Frontier Wealth Management
Missouri
$3.14M +$134K +6,147 +4%
CM
11
Conifer Management
New York
$2.16M -$261K -11,982 -9%
RJA
12
Raymond James & Associates
Florida
$1.69M +$56.2K +2,581 +3%
State Street
13
State Street
Massachusetts
$1.56M +$23.1K +1,060 +1%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$1.47M -$136K -6,265 -7%
Comerica Bank
15
Comerica Bank
Texas
$1.42M
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$1.18M -$980 -45 -0.1%
Northern Trust
17
Northern Trust
Illinois
$847K -$245K -11,234 -20%
Ameriprise
18
Ameriprise
Minnesota
$744K
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$664K +$18.6K +854 +2%
HIMC
20
Heritage Investors Management Corp
Maryland
$564K
Wells Fargo
21
Wells Fargo
California
$400K +$16.8K +773 +4%
PPA
22
Parametric Portfolio Associates
Washington
$371K +$37.1K +1,704 +9%
ACA
23
Anchor Capital Advisors
Massachusetts
$299K -$525K -24,094 -60%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$257K -$49.6K -2,277 -14%
N
25
Nuveen
North Carolina
$234K

EVI Hedge Fund Activity: Q1 2022 in Review

46 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in EVI Industries (EVI) for Q1 2022, worth a combined $99.9M — down 40% from $166M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of EVI and 2 opened new positions — a net loss of 2 holders — while 20 trimmed existing stakes and 16 added.

The largest buyer was ArrowMark Colorado Holdings, adding an estimated $2.92M. The largest seller was GW&K Investment Management, exiting entirely with an estimated $3.97M sold.

  • 46 institutional investors held EVI Industries (EVI) as of Q1 2022, down from 48 in Q4 2021.
  • Funds reported $99.9M of EVI Industries stock for Q1 2022, down 40% quarter-over-quarter.
  • 2 funds opened new EVI Industries positions in Q1 2022 and 4 closed out, a net change of -2 holders.
  • The largest EVI Industries buyer in Q1 2022 was ArrowMark Colorado Holdings, an estimated $2.92M added.
  • The largest EVI Industries seller in Q1 2022 was GW&K Investment Management, an estimated $3.97M sold.

Based on aggregated 13F filings for Q1 2022.