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Bassett Furniture

84 hedge funds and large institutions have $204M invested in Bassett Furniture in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 32 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.37% more ownership

Funds ownership: 70.34%70.7% (+0.37%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 33

10% less funds holding

Funds holding: 9384 (-9)

12% less capital invested

Capital invested by funds: $231M → $204M (-$26.9M)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
84
Holders Change
-9
Holders Change %
-9.68%
% of All Funds
2.09%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
32
Reduced
33
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$28.1M +$1.81M +66,070 +7%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$24.6M -$223K -8,141 -0.9%
BlackRock
3
BlackRock
New York
$19.1M +$19.4M +707,758 +60,440%
GI
4
GAMCO Investors
Connecticut
$14.9M +$479K +17,460 +3%
Renaissance Technologies
5
Renaissance Technologies
New York
$13.5M -$63.1K -2,300 -0.5%
Vanguard Group
6
Vanguard Group
Pennsylvania
$13M +$109K +3,978 +0.8%
TAM
7
THB Asset Management
Connecticut
$12.9M +$421K +15,360 +3%
WC
8
Walthausen & Co
New York
$6.49M -$521K -18,995 -7%
GF
9
Gabelli Funds
New York
$5.83M +$74.5K +2,714 +1%
Acadian Asset Management
10
Acadian Asset Management
Massachusetts
$4.95M -$418K -15,252 -8%
TA
11
Teton Advisors
New York
$4.84M +$656K +23,905 +15%
AQR Capital Management
12
AQR Capital Management
Connecticut
$4.71M -$622K -22,653 -11%
MOACM
13
Mutual of America Capital Management
New York
$4.69M -$400K -14,587 -8%
State Street
14
State Street
Massachusetts
$4.47M +$48.2K +1,757 +1%
BCM
15
Bridgeway Capital Management
Texas
$3.92M
Northern Trust
16
Northern Trust
Illinois
$3.33M -$46.5K -1,693 -1%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$3.14M +$75.5K +2,751 +2%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$2.55M +$85.5K +3,118 +3%
Morgan Stanley
19
Morgan Stanley
New York
$1.89M -$151K -5,495 -7%
CCMH
20
Cornerstone Capital Management Holdings
New York
$1.7M -$637K -23,219 -27%
PAIM
21
Punch & Associates Investment Management
Minnesota
$1.53M +$768K +28,000 +97%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$1.28M +$167K +6,100 +15%
MCM
23
Matarin Capital Management
New York
$1.11M +$26.7K +974 +2%
TCIM
24
TIAA CREF Investment Management
New York
$1.09M -$49.4K -1,801 -4%
Truist Financial
25
Truist Financial
North Carolina
$1.05M -$73.4K -2,676 -6%

BSET Hedge Fund Activity: Q1 2017 in Review

84 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Bassett Furniture (BSET) for Q1 2017, worth a combined $204M — down 12% from $231M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of BSET and 5 opened new positions — a net loss of 4 holders — while 33 trimmed existing stakes and 32 added.

The largest buyer was BlackRock, adding an estimated $19.4M. The largest seller was Parametric Portfolio Associates, exiting entirely with an estimated $717K sold.

  • 84 institutional investors held Bassett Furniture (BSET) as of Q1 2017, down from 93 in Q4 2016.
  • Funds reported $204M of Bassett Furniture stock for Q1 2017, down 12% quarter-over-quarter.
  • 5 funds opened new Bassett Furniture positions in Q1 2017 and 9 closed out, a net change of -4 holders.
  • The largest Bassett Furniture buyer in Q1 2017 was BlackRock, an estimated $19.4M added.
  • The largest Bassett Furniture seller in Q1 2017 was Parametric Portfolio Associates, an estimated $717K sold.

Based on aggregated 13F filings for Q1 2017.