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EVI Industries

57 hedge funds and large institutions have $99.3M invested in EVI Industries in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

6% more funds holding

Funds holding: 5457 (+3)

0.44% less ownership

Funds ownership: 41.84%41.4% (-0.44%)

19% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 21

25% less capital invested

Capital invested by funds: $132M → $99.3M (-$32.7M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
57
Holders Change
+3
Holders Change %
+5.56%
% of All Funds
0.82%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
10
Increased
17
Reduced
21
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
1
Gemmer Asset Management
California
$19.3M
RA
2
Royce & Associates
New York
$14.7M
CCA
3
Conestoga Capital Advisors
Pennsylvania
$14.5M +$2.46M +118,490 +18%
Swedbank
4
Swedbank
Sweden
$7.09M
BAM
5
Broadcrest Asset Management
Florida
$6.39M
BlackRock
6
BlackRock
New York
$5.62M -$355K -17,094 -5%
Vanguard Group
7
Vanguard Group
Pennsylvania
$5.35M -$158K -7,610 -3%
ELI
8
Empire Life Investments
Ontario, Canada
$4.46M -$178K -8,544 -3%
RJA
9
Raymond James & Associates
Florida
$3.56M +$102K +4,918 +3%
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$2.6M -$107K -5,160 -4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$2.24M -$56.2K -2,705 -2%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$1.74M -$50.7K -2,440 -3%
State Street
13
State Street
Massachusetts
$1.64M +$46.4K +2,230 +3%
Comerica Bank
14
Comerica Bank
Texas
$1.54M +$171K +8,230 +11%
ACH
15
ArrowMark Colorado Holdings
Colorado
$1.35M -$2.16M -103,729 -59%
Northern Trust
16
Northern Trust
Illinois
$1.05M -$72.4K -3,482 -6%
Pathstone Holdings
17
Pathstone Holdings
New Jersey
$765K +$38.7K +1,863 +5%
MFG
18
Mendota Financial Group
Wisconsin
$758K -$53K -2,550 -6%
Natixis Advisors
19
Natixis Advisors
Massachusetts
$610K -$41K -1,971 -6%
HIMC
20
Heritage Investors Management Corp
Maryland
$522K
Bank of New York Mellon
21
Bank of New York Mellon
New York
$407K +$29.6K +1,422 +7%
Wells Fargo
22
Wells Fargo
California
$370K -$3.18K -153 -0.8%
Jane Street
23
Jane Street
New York
$302K +$332K +15,983 New
Charles Schwab
24
Charles Schwab
California
$283K -$50.8K -2,445 -14%
Renaissance Technologies
25
Renaissance Technologies
New York
$260K +$45.1K +2,168 +19%

EVI Hedge Fund Activity: Q2 2024 in Review

57 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in EVI Industries (EVI) for Q2 2024, worth a combined $99.3M — down 25% from $132M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new EVI positions and 7 closed out — a net gain of 3 holders — while 17 added to existing stakes and 21 trimmed.

The largest buyer was Conestoga Capital Advisors, adding an estimated $2.46M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $2.16M.

  • 57 institutional investors held EVI Industries (EVI) as of Q2 2024, up from 54 in Q1 2024.
  • Funds reported $99.3M of EVI Industries stock for Q2 2024, down 25% quarter-over-quarter.
  • 10 funds opened new EVI Industries positions in Q2 2024 and 7 closed out, a net change of +3 holders.
  • The largest EVI Industries buyer in Q2 2024 was Conestoga Capital Advisors, an estimated $2.46M added.
  • The largest EVI Industries seller in Q2 2024 was ArrowMark Colorado Holdings, an estimated $2.16M sold.

Based on aggregated 13F filings for Q2 2024.