We are live on ! Find out more
ETD icon

Ethan Allen Interiors

165 hedge funds and large institutions have $563M invested in Ethan Allen Interiors in 2021 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 49 increasing their positions, 61 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

487% more call options, than puts

Call options by funds: $4.34M | Put options by funds: $739K

220% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 10

31% more capital invested

Capital invested by funds: $430M → $563M (+$132M)

15% more funds holding

Funds holding: 144165 (+21)

3.71% less ownership

Funds ownership: 84.58%80.87% (-3.7%)

20% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 61

Holders
165
Holders Change
+21
Holders Change %
+14.58%
% of All Funds
2.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
49
Reduced
61
Closed
10
Calls
$4.34M
Puts
$739K
Net Calls
+$3.6M
Net Calls Change
+$2.62M
Name Holding Trade Value Shares
Change
Change in
Stake
TRSOTSOK
126
Teachers Retirement System of the State of Kentucky
Kentucky
$170K -$83K -3,300 -35%
Public Employees Retirement Association of Colorado
127
Public Employees Retirement Association of Colorado
Colorado
$161K
Bank of Montreal
128
Bank of Montreal
Ontario, Canada
$151K -$7.75K -308 -5%
TRCT
129
Tower Research Capital (TRC)
New York
$137K +$96.1K +3,818 +325%
Robeco Institutional Asset Management
130
Robeco Institutional Asset Management
Netherlands
$124K +$113K +4,489 New
Ohio Public Employees Retirement System (OPERS)
131
Ohio Public Employees Retirement System (OPERS)
Ohio
$115K -$5.64K -224 -5%
Zurich Cantonal Bank
132
Zurich Cantonal Bank
Switzerland
$114K +$46.2K +1,835 +81%
CG
133
Cutler Group
California
$82K +$42.8K +1,700 +131%
MOACM
134
Mutual of America Capital Management
New York
$81K +$5.11K +203 +7%
Lazard Asset Management
135
Lazard Asset Management
New York
$57K +$52.3K +2,078 New
AIP
136
Ameritas Investment Partners
Nebraska
$53K
PNC Financial Services Group
137
PNC Financial Services Group
Pennsylvania
$48K +$2.34K +93 +6%
NFSG
138
Newbridge Financial Services Group
Florida
$41K +$37.7K +1,500 New
PHK
139
Point72 Hong Kong
Hong Kong
$37K +$17.2K +684 +102%
FPS
140
Fieldpoint Private Securities
Connecticut
$37K +$33.7K +1,341 New
HIM
141
Hillsdale Investment Management
Ontario, Canada
$35K +$9.56K +380 +42%
CFGS
142
Concourse Financial Group Securities
Alabama
$33K +$29.9K +1,190 New
CAPTRUST Financial Advisors
143
CAPTRUST Financial Advisors
North Carolina
$32K +$28.8K +1,146 +3,952%
FC
144
FORA Capital
Florida
$19K +$17.7K +702 New
GAM
145
Gemmer Asset Management
California
$12K
GWMIA
146
Global Wealth Management Investment Advisory
Florida
$12K
FMP
147
Financial Management Professionals
Texas
$11K +$10.2K +407 New
SWA
148
Sutton Wealth Advisors
Florida
$11K
NFG
149
Next Financial Group
Texas
$9K +$8.53K +339 New
MAM
150
Meeder Asset Management
Ohio
$6K -$2.14K -85 -28%

ETD Hedge Fund Activity: Q1 2021 in Review

165 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Ethan Allen Interiors (ETD) for Q1 2021, worth a combined $563M — up 31% from $430M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new ETD positions and 10 closed out — a net gain of 22 holders — while 49 added to existing stakes and 61 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $3.83M. The largest seller was Millennium Management, cutting an estimated $12.4M.

  • 165 institutional investors held Ethan Allen Interiors (ETD) as of Q1 2021, up from 144 in Q4 2020.
  • Funds reported $563M of Ethan Allen Interiors stock for Q1 2021, up 31% quarter-over-quarter.
  • 32 funds opened new Ethan Allen Interiors positions in Q1 2021 and 10 closed out, a net change of +22 holders.
  • The largest Ethan Allen Interiors buyer in Q1 2021 was Victory Capital Management, an estimated $3.83M added.
  • The largest Ethan Allen Interiors seller in Q1 2021 was Millennium Management, an estimated $12.4M sold.

Based on aggregated 13F filings for Q1 2021.