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EVI Industries

54 hedge funds and large institutions have $132M invested in EVI Industries in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

109% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 11

9% more capital invested

Capital invested by funds: $121M → $132M (+$11.1M)

8% more funds holding

Funds holding: 5054 (+4)

5.36% more ownership

Funds ownership: 36.47%41.84% (+5.4%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
54
Holders Change
+4
Holders Change %
+8%
% of All Funds
0.78%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
23
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
1
Gemmer Asset Management
California
$25.5M
RA
2
Royce & Associates
New York
$19.3M
CCA
3
Conestoga Capital Advisors
Pennsylvania
$16.1M +$881K +40,120 +7%
Swedbank
4
Swedbank
Sweden
$9.34M +$329K +15,000 +4%
BAM
5
Broadcrest Asset Management
Florida
$8.42M
BlackRock
6
BlackRock
New York
$7.82M +$906K +41,246 +15%
Vanguard Group
7
Vanguard Group
Pennsylvania
$7.23M +$524K +23,880 +9%
ELI
8
Empire Life Investments
Ontario, Canada
$6.08M -$68.1K -3,101 -1%
RJA
9
Raymond James & Associates
Florida
$4.56M -$22.7K -1,032 -0.6%
ACH
10
ArrowMark Colorado Holdings
Colorado
$4.36M
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$3.55M -$32.1K -1,462 -1%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$3.02M +$352K +16,018 +15%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$2.36M
State Street
14
State Street
Massachusetts
$2.11M +$24.8K +1,129 +1%
Comerica Bank
15
Comerica Bank
Texas
$1.82M +$561K +25,570 +54%
Northern Trust
16
Northern Trust
Illinois
$1.47M +$226K +10,309 +21%
MFG
17
Mendota Financial Group
Wisconsin
$1.06M -$279K -12,710 -23%
Pathstone Holdings
18
Pathstone Holdings
New Jersey
$960K +$598K +27,225 +240%
Natixis Advisors
19
Natixis Advisors
Massachusetts
$852K +$39.1K +1,780 +5%
HIMC
20
Heritage Investors Management Corp
Maryland
$687K
Citadel Advisors
21
Citadel Advisors
Florida
$627K +$32.8K +1,494 +6%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$500K +$32.7K +1,491 +8%
Wells Fargo
23
Wells Fargo
California
$490K +$15.7K +717 +4%
Charles Schwab
24
Charles Schwab
California
$434K +$84.7K +3,856 +28%
Two Sigma Investments
25
Two Sigma Investments
New York
$329K

EVI Hedge Fund Activity: Q1 2024 in Review

54 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in EVI Industries (EVI) for Q1 2024, worth a combined $132M — up 9.2% from $121M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new EVI positions and 2 closed out — a net gain of 4 holders — while 23 added to existing stakes and 11 trimmed.

The largest buyer was BlackRock, adding an estimated $906K. The largest seller was Mendota Financial Group, cutting an estimated $279K.

  • 54 institutional investors held EVI Industries (EVI) as of Q1 2024, up from 50 in Q4 2023.
  • Funds reported $132M of EVI Industries stock for Q1 2024, up 9.2% quarter-over-quarter.
  • 6 funds opened new EVI Industries positions in Q1 2024 and 2 closed out, a net change of +4 holders.
  • The largest EVI Industries buyer in Q1 2024 was BlackRock, an estimated $906K added.
  • The largest EVI Industries seller in Q1 2024 was Mendota Financial Group, an estimated $279K sold.

Based on aggregated 13F filings for Q1 2024.