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Bassett Furniture

78 hedge funds and large institutions have $110M invested in Bassett Furniture in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 39 increasing their positions, 12 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 12

2.09% more ownership

Funds ownership: 59.32%61.41% (+2.1%)

6% less funds holding

Funds holding: 8378 (-5)

23% less capital invested

Capital invested by funds: $143M → $110M (-$32.8M)

38% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 13

84% less call options, than puts

Call options by funds: $103K | Put options by funds: $640K

Holders
78
Holders Change
-5
Holders Change %
-6.02%
% of All Funds
1.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
39
Reduced
12
Closed
13
Calls
$103K
Puts
$640K
Net Calls
-$537K
Net Calls Change
-$755K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$14.2M -$35.3K -1,610 -0.2%
BlackRock
2
BlackRock
New York
$11.7M +$175K +7,988 +1%
GI
3
GAMCO Investors
Connecticut
$11.4M
Renaissance Technologies
4
Renaissance Technologies
New York
$9.13M +$211K +9,600 +2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$8.34M +$56.1K +2,559 +0.6%
Victory Capital Management
6
Victory Capital Management
Texas
$4.76M +$425K +19,364 +8%
Acadian Asset Management
7
Acadian Asset Management
Massachusetts
$4.75M +$1.05M +47,714 +22%
GF
8
Gabelli Funds
New York
$3.49M
Geode Capital Management
9
Geode Capital Management
Massachusetts
$2.96M +$182K +8,289 +5%
BCM
10
Bridgeway Capital Management
Texas
$2.81M +$537K +24,500 +19%
AA
11
Ancora Advisors
Ohio
$2.69M
Jacobs Levy Equity Management
12
Jacobs Levy Equity Management
New Jersey
$2.63M +$2.16M +98,545 +212%
State Street
13
State Street
Massachusetts
$2.57M +$324K +14,794 +12%
RC
14
RBF Capital
California
$2.43M
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$1.96M +$663K +30,234 +39%
FP
16
Foundry Partners
Minnesota
$1.8M -$1.6M -73,010 -42%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$1.79M +$797K +36,341 +58%
Northern Trust
18
Northern Trust
Illinois
$1.52M -$78.8K -3,592 -4%
HIM
19
Hillsdale Investment Management
Ontario, Canada
$1.18M +$24.1K +1,100 +2%
TA
20
Teton Advisors
New York
$1.09M
GC
21
Globeflex Capital
California
$1.03M
Two Sigma Advisers
22
Two Sigma Advisers
New York
$980K +$645K +29,400 +119%
Truist Financial
23
Truist Financial
North Carolina
$863K -$153K -6,961 -13%
Invesco
24
Invesco
Georgia
$698K +$80.1K +3,650 +10%
JP Morgan Chase
25
JP Morgan Chase
New York
$693K +$103K +4,703 +14%

BSET Hedge Fund Activity: Q3 2021 in Review

78 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Bassett Furniture (BSET) for Q3 2021, worth a combined $110M — down 23% from $143M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of BSET and 8 opened new positions — a net loss of 5 holders — while 12 trimmed existing stakes and 39 added.

The largest buyer was Jacobs Levy Equity Management, adding an estimated $2.16M. The largest seller was Foundry Partners, cutting an estimated $1.6M.

  • 78 institutional investors held Bassett Furniture (BSET) as of Q3 2021, down from 83 in Q2 2021.
  • Funds reported $110M of Bassett Furniture stock for Q3 2021, down 23% quarter-over-quarter.
  • 8 funds opened new Bassett Furniture positions in Q3 2021 and 13 closed out, a net change of -5 holders.
  • The largest Bassett Furniture buyer in Q3 2021 was Jacobs Levy Equity Management, an estimated $2.16M added.
  • The largest Bassett Furniture seller in Q3 2021 was Foundry Partners, an estimated $1.6M sold.

Based on aggregated 13F filings for Q3 2021.