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Ethan Allen Interiors
ETD

141 hedge funds and large institutions have $225M invested in Ethan Allen Interiors in 2020 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 57 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more call options, than puts

Call options by funds: $490K | Put options by funds: $444K

7.71% less ownership

Funds ownership: 93.21% → 85.5% (-7.7%)

8% less funds holding

Funds holding: 154 → 141 (-13)

28% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 57

38% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 29

52% less capital invested

Capital invested by funds: $472M → $225M (-$247M)

Holders
141
Holders Change
-13
Holders Change %
-8.44%
% of All Funds
3.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
41
Reduced
57
Closed
29
Calls
$490K
Puts
$444K
Net Calls
+$46K
Net Calls Change
-$2.88M

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$3.89M
2
GACM
Global Alpha Capital Management
Quebec, Canada
+$2.3M
3
Millennium Management
Millennium Management
New York
+$1.68M
4
State Street
State Street
Massachusetts
+$1.63M
5
N
Nuveen
North Carolina
+$1.27M

Top Sellers

Rank Fund Capital Flow
1
SFM
Systematic Financial Management
New Jersey
-$6.88M
2
Invesco
Invesco
Georgia
-$5.82M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$5.08M
4
Renaissance Technologies
Renaissance Technologies
New York
-$4.02M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$3.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
126
Osaic Holdings
Arizona
$4K +$4.97K +340 New
QCG
127
Quadrant Capital Group
Ohio
$3K +$2.89K +198 +367%
APA
128
American Portfolios Advisors
New York
$2.28K +$745 +51 +30%
GAM
129
Gemmer Asset Management
California
$2K -$2.82K -193 -51%
TWA
130
TCI Wealth Advisors
Arizona
$2K +$2.26K +155 +620%
LC
131
Lindbrook Capital
California
$2K +$2.64K +181 New
US Bancorp
132
US Bancorp
Minnesota
$1K -$11.7K -802 -91%
OSAM
133
O'Shaughnessy Asset Management
Connecticut
$1K -$9.71K -665 -92%
IA
134
IFP Advisors
Florida
$1K – – –
LWA
135
Lenox Wealth Advisors
New York
$1K – – –
PCG
136
Private Capital Group
Connecticut
$1K – – –
Toronto Dominion Bank
137
Toronto Dominion Bank
Ontario, Canada
$1K – – –
TFO
138
Tarbox Family Office
California
$1K +$248 +17 +40%
EWM
139
Elmwood Wealth Management
California
$5 – – –
Robeco Institutional Asset Management
140
Robeco Institutional Asset Management
Netherlands
– -$2.52M -131,938 Closed
Man Group
141
Man Group
United Kingdom
– -$1.39M -72,670 Closed
CEP
142
Chicago Equity Partners
Illinois
– -$870K -45,635 Closed
Stifel Financial
143
Stifel Financial
Missouri
– -$811K -42,540 Closed
Verition Fund Management
144
Verition Fund Management
Connecticut
– -$770K -40,409 Closed
Canada Pension Plan Investment Board
145
Canada Pension Plan Investment Board
Ontario, Canada
– -$667K -35,000 Closed
SO
146
STRS Ohio
Ohio
– -$657K -34,500 Closed
6M
147
6 Meridian
Kansas
– -$603K -31,628 Closed
QCM
148
Quantinno Capital Management
New York
– -$564K -29,578 Closed
VRS
149
Virginia Retirement Systems
Virginia
– -$459K -24,100 Closed
GAM
150
Gotham Asset Management
New York
– -$406K -21,327 Closed
3 4 5
6
7

ETD Hedge Fund Activity: Q1 2020 in Review

141 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Ethan Allen Interiors (ETD) for Q1 2020, worth a combined $225M — down 52% from $472M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of ETD and 18 opened new positions — a net loss of 11 holders — while 57 trimmed existing stakes and 41 added.

The largest buyer was Goldman Sachs, adding an estimated $3.89M. The largest seller was Systematic Financial Management, cutting an estimated $6.88M.

  • 141 institutional investors held Ethan Allen Interiors (ETD) as of Q1 2020, down from 154 in Q4 2019.
  • Funds reported $225M of Ethan Allen Interiors stock for Q1 2020, down 52% quarter-over-quarter.
  • 18 funds opened new Ethan Allen Interiors positions in Q1 2020 and 29 closed out, a net change of -11 holders.
  • The largest Ethan Allen Interiors buyer in Q1 2020 was Goldman Sachs, an estimated $3.89M added.
  • The largest Ethan Allen Interiors seller in Q1 2020 was Systematic Financial Management, an estimated $6.88M sold.

Based on aggregated 13F filings for Q1 2020.