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Bassett Furniture

100 hedge funds and large institutions have $291M invested in Bassett Furniture in 2017 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 28 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: 12 (+1)

32% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 28

10% more funds holding

Funds holding: 91100 (+9)

0.09% less ownership

Funds ownership: 71.86%71.77% (-0.09%)

1% less capital invested

Capital invested by funds: $293M → $291M (-$1.99M)

66% less call options, than puts

Call options by funds: $259K | Put options by funds: $752K

Holders
100
Holders Change
+9
Holders Change %
+9.89%
% of All Funds
2.49%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
15
Increased
37
Reduced
28
Closed
6
Calls
$259K
Puts
$752K
Net Calls
-$493K
Net Calls Change
-$495K
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$47.1M +$344K +9,295 +0.8%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$33.5M -$781K -21,101 -2%
BlackRock
3
BlackRock
New York
$27.5M +$896K +24,210 +3%
GI
4
GAMCO Investors
Connecticut
$21.5M -$797K -21,535 -4%
Renaissance Technologies
5
Renaissance Technologies
New York
$19.5M +$437K +11,800 +2%
Vanguard Group
6
Vanguard Group
Pennsylvania
$18.2M +$147K +3,983 +0.8%
TAM
7
THB Asset Management
Connecticut
$13.3M -$3.45M -93,335 -21%
GF
8
Gabelli Funds
New York
$7.97M -$185K -5,000 -2%
WC
9
Walthausen & Co
New York
$7.19M -$1.85M -50,000 -21%
TA
10
Teton Advisors
New York
$6.87M -$62.9K -1,700 -0.9%
State Street
11
State Street
Massachusetts
$6.82M +$98K +2,648 +1%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$6.35M -$24.8K -671 -0.4%
BCM
13
Bridgeway Capital Management
Texas
$5.5M +$5.55K +150 +0.1%
MOACM
14
Mutual of America Capital Management
New York
$5.05M -$920K -24,870 -16%
Northern Trust
15
Northern Trust
Illinois
$4.65M -$33K -892 -0.7%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$4.12M -$356K -9,617 -8%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$3.69M +$99.9K +2,699 +3%
AG
18
Algert Global
California
$3.42M +$2.32M +62,618 +222%
AQR Capital Management
19
AQR Capital Management
Connecticut
$3.21M -$2.89M -77,989 -48%
Morgan Stanley
20
Morgan Stanley
New York
$3.08M +$638K +17,234 +27%
PAIM
21
Punch & Associates Investment Management
Minnesota
$2.19M +$185K +5,000 +9%
PAM
22
Panagora Asset Management
Massachusetts
$2.15M +$968K +26,159 +85%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$2.08M +$131K +3,552 +7%
CCMH
24
Cornerstone Capital Management Holdings
New York
$1.91M -$7.4K -200 -0.4%
EI
25
EAM Investors
California
$1.65M +$1.62M +43,849 New

BSET Hedge Fund Activity: Q3 2017 in Review

100 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Bassett Furniture (BSET) for Q3 2017, worth a combined $291M — down 0.68% from $293M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BSET positions and 6 closed out — a net gain of 9 holders — while 37 added to existing stakes and 28 trimmed.

The largest buyer was Algert Global, adding an estimated $2.32M. The largest seller was THB Asset Management, cutting an estimated $3.45M.

  • 100 institutional investors held Bassett Furniture (BSET) as of Q3 2017, up from 91 in Q2 2017.
  • Funds reported $291M of Bassett Furniture stock for Q3 2017, down 0.68% quarter-over-quarter.
  • 15 funds opened new Bassett Furniture positions in Q3 2017 and 6 closed out, a net change of +9 holders.
  • The largest Bassett Furniture buyer in Q3 2017 was Algert Global, an estimated $2.32M added.
  • The largest Bassett Furniture seller in Q3 2017 was THB Asset Management, an estimated $3.45M sold.

Based on aggregated 13F filings for Q3 2017.