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Ethan Allen Interiors
ETD

203 hedge funds and large institutions have $580M invested in Ethan Allen Interiors in 2022 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 66 increasing their positions, 62 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 24

16% more call options, than puts

Call options by funds: $6.15M | Put options by funds: $5.3M

13% more funds holding

Funds holding: 180 → 203 (+23)

2.94% more ownership

Funds ownership: 85.26% → 88.2% (+2.9%)

6% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 62

2% more capital invested

Capital invested by funds: $567M → $580M (+$12.8M)

Holders
203
Holders Change
+23
Holders Change %
+12.78%
% of All Funds
3.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
47
Increased
66
Reduced
62
Closed
24
Calls
$6.15M
Puts
$5.3M
Net Calls
+$842K
Net Calls Change
-$2.3M

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$16.3M
2
First Trust Advisors
First Trust Advisors
Illinois
+$8.8M
3
Charles Schwab
Charles Schwab
California
+$6.65M
4
Victory Capital Management
Victory Capital Management
Texas
+$5.69M
5
BlackRock
BlackRock
New York
+$5.01M

Top Sellers

Rank Fund Capital Flow
1
GACM
Global Alpha Capital Management
Quebec, Canada
-$20.9M
2
Millennium Management
Millennium Management
New York
-$13.7M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$8.85M
4
Marshall Wace
Marshall Wace
United Kingdom
-$4.37M
5
Amundi
Amundi
France
-$3.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$4.29M -$281K -10,923 -6%
Acadian Asset Management
27
Acadian Asset Management
Massachusetts
$4.26M +$352K +13,647 +9%
Pacer Advisors
28
Pacer Advisors
Pennsylvania
$4.16M +$180K +7,000 +5%
NSIM
29
North Star Investment Management
Illinois
$3.89M +$588K +22,826 +18%
Morgan Stanley
30
Morgan Stanley
New York
$3.64M -$567K -21,997 -14%
JP Morgan Chase
31
JP Morgan Chase
New York
$3.52M -$398K -15,440 -10%
American Century Companies
32
American Century Companies
Missouri
$3.36M +$896K +34,766 +37%
Allianz Asset Management
33
Allianz Asset Management
Germany
$3.33M -$160K -6,220 -5%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$3.03M +$1.73M +67,073 +136%
Marshall Wace
35
Marshall Wace
United Kingdom
$2.89M -$4.37M -169,753 -61%
PPA
36
Parametric Portfolio Associates
Washington
$2.63M +$183K +7,094 +8%
FDS
37
First Dallas Securities
Texas
$2.46M +$378K +14,678 +18%
WC
38
Walthausen & Co
New York
$2.2M – – –
Los Angeles Capital Management
39
Los Angeles Capital Management
California
$2.09M -$604K -23,430 -23%
Wells Fargo
40
Wells Fargo
California
$2.08M +$56K +2,172 +3%
Axa
41
Axa
France
$2.08M -$95.3K -3,700 -4%
ETM
42
Euclidean Technologies Management
Washington
$2.06M -$301K -11,675 -13%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$1.97M +$121K +4,709 +7%
Jennison Associates
44
Jennison Associates
New York
$1.94M -$199K -7,740 -9%
SEI Investments
45
SEI Investments
Pennsylvania
$1.52M -$129K -5,014 -8%
Aviva
46
Aviva
United Kingdom
$1.44M -$1.28M -49,592 -47%
KTA
47
Keeley-Teton Advisors
Illinois
$1.41M +$1.39M +54,000 New
Legal & General Group
48
Legal & General Group
United Kingdom
$1.41M -$11.6K -452 -0.8%
GC
49
Globeflex Capital
California
$1.37M – – –
State of Tennessee, Department of Treasury
50
State of Tennessee, Department of Treasury
Tennessee
$1.35M +$236K +9,158 +21%
1
2
3 4 5

ETD Hedge Fund Activity: Q1 2022 in Review

203 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Ethan Allen Interiors (ETD) for Q1 2022, worth a combined $580M — up 2.3% from $567M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new ETD positions and 24 closed out — a net gain of 23 holders — while 66 added to existing stakes and 62 trimmed.

The largest buyer was UBS Group, adding an estimated $16.3M. The largest seller was Global Alpha Capital Management, exiting entirely with an estimated $20.9M sold.

  • 203 institutional investors held Ethan Allen Interiors (ETD) as of Q1 2022, up from 180 in Q4 2021.
  • Funds reported $580M of Ethan Allen Interiors stock for Q1 2022, up 2.3% quarter-over-quarter.
  • 47 funds opened new Ethan Allen Interiors positions in Q1 2022 and 24 closed out, a net change of +23 holders.
  • The largest Ethan Allen Interiors buyer in Q1 2022 was UBS Group, an estimated $16.3M added.
  • The largest Ethan Allen Interiors seller in Q1 2022 was Global Alpha Capital Management, an estimated $20.9M sold.

Based on aggregated 13F filings for Q1 2022.