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EVI Industries
EVI

47 hedge funds and large institutions have $105M invested in EVI Industries in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

56% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 9

24% more funds holding

Funds holding: 38 → 47 (+9)

18% more capital invested

Capital invested by funds: $88.8M → $105M (+$15.9M)

2.1% more ownership

Funds ownership: 35.71% → 37.81% (+2.1%)

Holders
47
Holders Change
+9
Holders Change %
+23.68%
% of All Funds
0.74%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
15
Increased
14
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$4.03M
2
Swedbank
Swedbank
Sweden
+$2.04M
3
State Street
State Street
Massachusetts
+$1.3M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$924K
5
Northern Trust
Northern Trust
Illinois
+$659K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.2M
2
Millennium Management
Millennium Management
New York
-$1.01M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$745K
4
CCA
Conestoga Capital Advisors
Pennsylvania
-$608K
5
Citigroup
Citigroup
New York
-$441K
Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
1
Gemmer Asset Management
California
$22.5M – – –
RA
2
Royce & Associates
New York
$17M – – –
CCA
3
Conestoga Capital Advisors
Pennsylvania
$14.3M -$608K -29,840 -4%
ACH
4
ArrowMark Colorado Holdings
Colorado
$6.88M – – –
Vanguard Group
5
Vanguard Group
Pennsylvania
$5.77M +$471K +23,105 +10%
ELI
6
Empire Life Investments
Ontario, Canada
$5.48M +$15.8K +778 +0.3%
BlackRock
7
BlackRock
New York
$5.27M +$4.03M +197,926 +474%
RJA
8
Raymond James & Associates
Florida
$4.11M -$63.3K -3,107 -2%
Swedbank
9
Swedbank
Sweden
$3.98M +$2.04M +100,143 +124%
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$3.2M – – –
CM
11
Conifer Management
New York
$2.56M – – –
Geode Capital Management
12
Geode Capital Management
Massachusetts
$2.06M +$924K +45,349 +94%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$1.93M +$208K +10,202 +13%
State Street
14
State Street
Massachusetts
$1.8M +$1.3M +63,589 +353%
MFG
15
Mendota Financial Group
Wisconsin
$1.54M -$95.5K -4,688 -6%
Northern Trust
16
Northern Trust
Illinois
$1.07M +$659K +32,334 +197%
Morgan Stanley
17
Morgan Stanley
New York
$710K -$1.2M -58,912 -65%
Natixis Advisors
18
Natixis Advisors
Massachusetts
$703K -$33.9K -1,663 -5%
HIMC
19
Heritage Investors Management Corp
Maryland
$667K – – –
ACA
20
Anchor Capital Advisors
Massachusetts
$571K -$274K -13,440 -34%
Wells Fargo
21
Wells Fargo
California
$494K +$37.4K +1,837 +9%
Citadel Advisors
22
Citadel Advisors
Florida
$406K +$376K +18,462 New
Bank of New York Mellon
23
Bank of New York Mellon
New York
$301K +$278K +13,662 New
Charles Schwab
24
Charles Schwab
California
$299K +$277K +13,605 New
DA
25
Denali Advisors
California
$185K +$159K +7,800 +1,300%
1
2 3

EVI Hedge Fund Activity: Q2 2023 in Review

47 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in EVI Industries (EVI) for Q2 2023, worth a combined $105M — up 18% from $88.8M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new EVI positions and 6 closed out — a net gain of 9 holders — while 14 added to existing stakes and 9 trimmed.

The largest buyer was BlackRock, adding an estimated $4.03M. The largest seller was Morgan Stanley, cutting an estimated $1.2M.

  • 47 institutional investors held EVI Industries (EVI) as of Q2 2023, up from 38 in Q1 2023.
  • Funds reported $105M of EVI Industries stock for Q2 2023, up 18% quarter-over-quarter.
  • 15 funds opened new EVI Industries positions in Q2 2023 and 6 closed out, a net change of +9 holders.
  • The largest EVI Industries buyer in Q2 2023 was BlackRock, an estimated $4.03M added.
  • The largest EVI Industries seller in Q2 2023 was Morgan Stanley, an estimated $1.2M sold.

Based on aggregated 13F filings for Q2 2023.