EVI Industries
EVI
38 hedge funds and large institutions have $88.8M invested in EVI Industries in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 8 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
113% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 8
6% more funds holding
Funds holding: 36 → 38 (+2)
0.27% less ownership
Funds ownership: 35.98% → 35.71% (-0.27%)
17% less capital invested
Capital invested by funds: $108M → $88.8M (-$18.8M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Swedbank
Stockholm,
Sweden
|
+$1.68M |
| 2 |
RA
Royce & Associates
New York
|
+$1.33M |
| 3 |
Millennium Management
New York
|
+$605K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$502K |
| 5 |
Goldman Sachs
New York
|
+$426K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$6.48M |
| 2 |
Renaissance Technologies
New York
|
-$210K |
| 3 |
BA
Bard Associates
Chicago,
Illinois
|
-$204K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$22.9K |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$18.7K |
EVI Hedge Fund Activity: Q1 2023 in Review
38 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in EVI Industries (EVI) for Q1 2023, worth a combined $88.8M — down 17% from $108M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new EVI positions and 2 closed out — a net gain of 3 holders — while 17 added to existing stakes and 8 trimmed.
The largest buyer was Swedbank, opening a new position worth an estimated $1.68M. The largest seller was Morgan Stanley, cutting an estimated $6.48M.
- 38 institutional investors held EVI Industries (EVI) as of Q1 2023, up from 36 in Q4 2022.
- Funds reported $88.8M of EVI Industries stock for Q1 2023, down 17% quarter-over-quarter.
- 5 funds opened new EVI Industries positions in Q1 2023 and 2 closed out, a net change of +3 holders.
- The largest EVI Industries buyer in Q1 2023 was Swedbank, an estimated $1.68M added.
- The largest EVI Industries seller in Q1 2023 was Morgan Stanley, an estimated $6.48M sold.
Based on aggregated 13F filings for Q1 2023.