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EVI Industries

59 hedge funds and large institutions have $102M invested in EVI Industries in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

4% more funds holding

Funds holding: 5759 (+2)

6% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 18

3% more capital invested

Capital invested by funds: $99.3M → $102M (+$2.73M)

0.22% more ownership

Funds ownership: 41.4%41.62% (+0.22%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
59
Holders Change
+2
Holders Change %
+3.51%
% of All Funds
0.85%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
19
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
1
Gemmer Asset Management
California
$19.8M
CCA
2
Conestoga Capital Advisors
Pennsylvania
$15M +$173K +9,615 +1%
RA
3
Royce & Associates
New York
$15M
Swedbank
4
Swedbank
Sweden
$7.25M
BAM
5
Broadcrest Asset Management
Florida
$6.53M
BlackRock
6
BlackRock
New York
$5.95M +$194K +10,835 +4%
Vanguard Group
7
Vanguard Group
Pennsylvania
$5.55M +$77K +4,293 +2%
ELI
8
Empire Life Investments
Ontario, Canada
$4.5M -$47.4K -2,644 -1%
RJA
9
Raymond James & Associates
Florida
$3.55M -$75.1K -4,182 -2%
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$2.69M +$26.4K +1,472 +1%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$2.18M -$99.2K -5,530 -5%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$1.83M +$42.9K +2,388 +3%
State Street
13
State Street
Massachusetts
$1.74M +$30.2K +1,685 +2%
Comerica Bank
14
Comerica Bank
Texas
$1.57M
Northern Trust
15
Northern Trust
Illinois
$1.02M -$49.4K -2,752 -5%
Pathstone Holdings
16
Pathstone Holdings
New Jersey
$720K -$56.7K -3,158 -8%
MFG
17
Mendota Financial Group
Wisconsin
$706K -$63.4K -3,530 -9%
Luther King Capital Management (LKCM)
18
Luther King Capital Management (LKCM)
Texas
$694K +$644K +35,909 New
Natixis Advisors
19
Natixis Advisors
Massachusetts
$652K +$26.6K +1,485 +5%
HIMC
20
Heritage Investors Management Corp
Maryland
$533K
Wells Fargo
21
Wells Fargo
California
$377K -$502 -28 -0.1%
Renaissance Technologies
22
Renaissance Technologies
New York
$367K +$93.8K +5,225 +38%
Goldman Sachs
23
Goldman Sachs
New York
$363K +$337K +18,755 New
Citadel Advisors
24
Citadel Advisors
Florida
$348K +$112K +6,242 +53%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$315K -$93.3K -5,198 -24%

EVI Hedge Fund Activity: Q3 2024 in Review

59 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in EVI Industries (EVI) for Q3 2024, worth a combined $102M — up 2.8% from $99.3M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new EVI positions and 7 closed out — a net gain of 2 holders — while 19 added to existing stakes and 18 trimmed.

The largest buyer was Luther King Capital Management (LKCM), opening a new position worth an estimated $644K. The largest seller was ArrowMark Colorado Holdings, exiting entirely with an estimated $1.35M sold.

  • 59 institutional investors held EVI Industries (EVI) as of Q3 2024, up from 57 in Q2 2024.
  • Funds reported $102M of EVI Industries stock for Q3 2024, up 2.8% quarter-over-quarter.
  • 9 funds opened new EVI Industries positions in Q3 2024 and 7 closed out, a net change of +2 holders.
  • The largest EVI Industries buyer in Q3 2024 was Luther King Capital Management (LKCM), an estimated $644K added.
  • The largest EVI Industries seller in Q3 2024 was ArrowMark Colorado Holdings, an estimated $1.35M sold.

Based on aggregated 13F filings for Q3 2024.