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Ethan Allen Interiors
ETD

213 hedge funds and large institutions have $638M invested in Ethan Allen Interiors in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 70 increasing their positions, 87 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more call options, than puts

Call options by funds: $3.9M | Put options by funds: $1.54M

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

3% more funds holding

Funds holding: 206 → 213 (+7)

2% more capital invested

Capital invested by funds: $627M → $638M (+$10.3M)

2.69% less ownership

Funds ownership: 86.8% → 84.11% (-2.7%)

20% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 87

Holders
213
Holders Change
+7
Holders Change %
+3.4%
% of All Funds
3.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
70
Reduced
87
Closed
16
Calls
$3.9M
Puts
$1.54M
Net Calls
+$2.36M
Net Calls Change
+$13.4M

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$3.38M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
+$2.92M
3
FDS
First Dallas Securities
Texas
+$2.12M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$1.77M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
+$1.39M

Top Sellers

Rank Fund Capital Flow
1
HCM
Hodges Capital Management
Texas
-$7.67M
2
FP
Foundry Partners
Minnesota
-$5M
3
BlackRock
BlackRock
New York
-$4.75M
4
Cerity Partners
Cerity Partners
New York
-$4.41M
5
Millennium Management
Millennium Management
New York
-$3.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
26
North Star Investment Management
Illinois
$5.06M -$68.5K -2,215 -1%
Truist Financial
27
Truist Financial
North Carolina
$4.79M -$274K -8,841 -5%
Bank of America
28
Bank of America
North Carolina
$4.76M -$1.46M -47,298 -23%
Wells Fargo
29
Wells Fargo
California
$4.3M -$192K -6,192 -4%
FDS
30
First Dallas Securities
Texas
$4.16M +$2.12M +68,444 +97%
Principal Financial Group
31
Principal Financial Group
Iowa
$3.85M -$146K -4,722 -4%
Two Sigma Investments
32
Two Sigma Investments
New York
$3.72M +$1.34M +43,164 +53%
EF
33
Empowered Funds
Pennsylvania
$3.61M +$98.9K +3,195 +3%
Two Sigma Advisers
34
Two Sigma Advisers
New York
$3.16M +$1.77M +57,300 +119%
JP Morgan Chase
35
JP Morgan Chase
New York
$2.98M -$1.2M -38,693 -28%
Ameriprise
36
Ameriprise
Minnesota
$2.73M -$236K -7,624 -8%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$2.71M +$51.2K +1,654 +2%
AQR Capital Management
38
AQR Capital Management
Connecticut
$2.7M -$247K -7,980 -8%
KTA
39
Keeley-Teton Advisors
Illinois
$2.34M – – –
BGIM
40
Brandywine Global Investment Management
Pennsylvania
$2.3M +$294K +9,496 +14%
N
41
Nuveen
North Carolina
$2.04M -$906K -29,263 -30%
D.E. Shaw & Co
42
D.E. Shaw & Co
New York
$2.03M +$215K +6,958 +11%
Legal & General Group
43
Legal & General Group
United Kingdom
$1.9M +$118K +3,819 +6%
AP
44
Americana Partners
Texas
$1.88M +$176K +5,683 +10%
Assenagon Asset Management
45
Assenagon Asset Management
Luxembourg
$1.88M -$124K -4,023 -6%
OSAM
46
O'Shaughnessy Asset Management
Connecticut
$1.7M -$439K -14,187 -20%
New York State Teachers Retirement System (NYSTRS)
47
New York State Teachers Retirement System (NYSTRS)
New York
$1.58M -$44.4K -1,434 -3%
Swiss National Bank
48
Swiss National Bank
Switzerland
$1.5M +$27.9K +900 +2%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$1.49M -$292K -9,439 -16%
GC
50
Globeflex Capital
California
$1.48M -$51.9K -1,677 -3%
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ETD Hedge Fund Activity: Q3 2023 in Review

213 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Ethan Allen Interiors (ETD) for Q3 2023, worth a combined $638M — up 1.6% from $627M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new ETD positions and 16 closed out — a net gain of 8 holders — while 70 added to existing stakes and 87 trimmed.

The largest buyer was Invesco, adding an estimated $3.38M. The largest seller was Hodges Capital Management, cutting an estimated $7.67M.

  • 213 institutional investors held Ethan Allen Interiors (ETD) as of Q3 2023, up from 206 in Q2 2023.
  • Funds reported $638M of Ethan Allen Interiors stock for Q3 2023, up 1.6% quarter-over-quarter.
  • 24 funds opened new Ethan Allen Interiors positions in Q3 2023 and 16 closed out, a net change of +8 holders.
  • The largest Ethan Allen Interiors buyer in Q3 2023 was Invesco, an estimated $3.38M added.
  • The largest Ethan Allen Interiors seller in Q3 2023 was Hodges Capital Management, an estimated $7.67M sold.

Based on aggregated 13F filings for Q3 2023.