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EVI Industries
EVI

37 hedge funds and large institutions have $108M invested in EVI Industries in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

31% more capital invested

Capital invested by funds: $82.2M → $108M (+$25.4M)

22% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 9

16% more funds holding

Funds holding: 32 → 37 (+5)

0.33% more ownership

Funds ownership: 36.18% → 36.52% (+0.33%)

Holders
37
Holders Change
+5
Holders Change %
+15.63%
% of All Funds
0.59%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
11
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$446K
2
Comerica Bank
Comerica Bank
Texas
+$440K
3
Citigroup
Citigroup
New York
+$408K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$265K
5
Jane Street
Jane Street
New York
+$227K

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$1.09M
2
CCA
Conestoga Capital Advisors
Pennsylvania
-$727K
3
E
Ergoteles
New York
-$367K
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$200K
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$196K
Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
1
Gemmer Asset Management
California
$24.4M – – –
RA
2
Royce & Associates
New York
$17M – – –
CCA
3
Conestoga Capital Advisors
Pennsylvania
$16.2M -$727K -37,037 -5%
Morgan Stanley
4
Morgan Stanley
New York
$9.62M +$446K +22,722 +6%
ACH
5
ArrowMark Colorado Holdings
Colorado
$7.47M -$142K -7,248 -2%
ELI
6
Empire Life Investments
Ontario, Canada
$5.88M -$77.1K -3,926 -2%
Vanguard Group
7
Vanguard Group
Pennsylvania
$5.7M -$1.09M -55,722 -19%
RJA
8
Raymond James & Associates
Florida
$4.5M +$17.5K +889 +0.5%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$3.5M -$200K -10,183 -7%
CM
10
Conifer Management
New York
$2.78M – – –
MFG
11
Mendota Financial Group
Wisconsin
$1.69M +$1.39M +70,935 New
Geode Capital Management
12
Geode Capital Management
Massachusetts
$1.08M +$47.9K +2,441 +6%
BlackRock
13
BlackRock
New York
$909K +$10.3K +527 +1%
Comerica Bank
14
Comerica Bank
Texas
$908K +$440K +22,400 +93%
ACA
15
Anchor Capital Advisors
Massachusetts
$898K – – –
Natixis Advisors
16
Natixis Advisors
Massachusetts
$799K +$156K +7,947 +31%
HIMC
17
Heritage Investors Management Corp
Maryland
$724K -$39 -2 -0%
Millennium Management
18
Millennium Management
New York
$520K -$54.5K -2,778 -11%
Citigroup
19
Citigroup
New York
$496K +$408K +20,784 New
Wells Fargo
20
Wells Fargo
California
$492K -$58.9K -2,999 -13%
State Street
21
State Street
Massachusetts
$403K – – –
Northern Trust
22
Northern Trust
Illinois
$377K +$12.5K +638 +4%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$322K +$265K +13,484 New
Jane Street
24
Jane Street
New York
$276K +$227K +11,543 New
Renaissance Technologies
25
Renaissance Technologies
New York
$210K +$173K +8,797 New
1
2

EVI Hedge Fund Activity: Q4 2022 in Review

37 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in EVI Industries (EVI) for Q4 2022, worth a combined $108M — up 31% from $82.2M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new EVI positions and 4 closed out — a net gain of 5 holders — while 11 added to existing stakes and 9 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $446K. The largest seller was Vanguard Group, cutting an estimated $1.09M.

  • 37 institutional investors held EVI Industries (EVI) as of Q4 2022, up from 32 in Q3 2022.
  • Funds reported $108M of EVI Industries stock for Q4 2022, up 31% quarter-over-quarter.
  • 9 funds opened new EVI Industries positions in Q4 2022 and 4 closed out, a net change of +5 holders.
  • The largest EVI Industries buyer in Q4 2022 was Morgan Stanley, an estimated $446K added.
  • The largest EVI Industries seller in Q4 2022 was Vanguard Group, an estimated $1.09M sold.

Based on aggregated 13F filings for Q4 2022.