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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
Franklin Resources
126
Franklin Resources
California
$350K -$72.6K -2,347 -17%
State of Tennessee, Department of Treasury
127
State of Tennessee, Department of Treasury
Tennessee
$350K -$175K -5,642 -33%
HAIM
128
Hunter Associates Investment Management
Pennsylvania
$348K +$24.8K +800 +7%
HW
129
Hancock Whitney
Mississippi
$347K +$10K +324 +3%
LSERS
130
Louisiana State Employees Retirement System
Louisiana
$347K -$12.4K -400 -3%
GAM
131
Gotham Asset Management
New York
$336K +$99.5K +3,216 +40%
Comerica Bank
132
Comerica Bank
Texas
$331K +$343K +11,076 New
Envestnet Asset Management
133
Envestnet Asset Management
Illinois
$326K -$366K -11,842 -52%
Osaic Holdings
134
Osaic Holdings
Arizona
$326K +$251K +8,100 +289%
RIL
135
Rothschild Investment LLC
Illinois
$323K – – –
SAM
136
Shell Asset Management
Netherlands
$316K -$5.14K -166 -2%
ECM
137
EMC Capital Management
Texas
$306K -$16.7K -540 -5%
CIBC World Market
138
CIBC World Market
Ontario, Canada
$302K +$866 +28 +0.3%
SC
139
Scotia Capital
Ontario, Canada
$297K -$1.89K -61 -0.6%
CCIA
140
Campbell & Co Investment Adviser
Maryland
$296K +$39.4K +1,273 +15%
AWM
141
Apollon Wealth Management
South Carolina
$295K +$305K +9,864 New
EWM
142
Empirical Wealth Management
Washington
$295K +$305K +9,864 New
Janus Henderson Group
143
Janus Henderson Group
United Kingdom
$293K +$62 +2 +0%
VOYA Investment Management
144
VOYA Investment Management
Georgia
$285K – – –
New York State Common Retirement Fund
145
New York State Common Retirement Fund
New York
$279K -$1.42K -46 -0.5%
Nisa Investment Advisors
146
Nisa Investment Advisors
Missouri
$276K +$152K +4,900 +113%
MAM
147
Martingale Asset Management
Massachusetts
$270K -$40.2K -1,300 -13%
AIM
148
Aigen Investment Management
New York
$266K +$275K +8,891 New
Manulife (Manufacturers Life Insurance)
149
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$266K – – –
AB
150
Amalgamated Bank
New York
$265K +$2.04K +66 +0.7%
4 5
6
7 8

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.