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Ethan Allen Interiors
ETD

158 hedge funds and large institutions have $476M invested in Ethan Allen Interiors in 2019 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 55 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

738% more call options, than puts

Call options by funds: $2.11M | Put options by funds: $252K

5% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 55

0.02% less ownership

Funds ownership: 93.65% → 93.64% (-0.02%)

6% less funds holding

Funds holding: 168 → 158 (-10)

14% less capital invested

Capital invested by funds: $555M → $476M (-$79.1M)

36% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 28

Holders
158
Holders Change
-10
Holders Change %
-5.95%
% of All Funds
3.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
58
Reduced
55
Closed
28
Calls
$2.11M
Puts
$252K
Net Calls
+$1.86M
Net Calls Change
+$1.67M

Top Buyers

Rank Fund Capital Flow
1
SFM
Systematic Financial Management
New Jersey
+$7.37M
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$5.78M
3
Morgan Stanley
Morgan Stanley
New York
+$3.96M
4
Renaissance Technologies
Renaissance Technologies
New York
+$2.82M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$1.84M

Top Sellers

Rank Fund Capital Flow
1
MC
Maverick Capital
Texas
-$4.55M
2
Millennium Management
Millennium Management
New York
-$4.47M
3
GACM
Global Alpha Capital Management
Quebec, Canada
-$3.3M
4
MSL
Mackay Shields LLC
New York
-$2.57M
5
AL
AJO LP
Pennsylvania
-$2.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
151
Lenox Wealth Advisors
New York
$2K +$1.71K +90 New
IA
152
IFP Advisors
Florida
$2K +$1.9K +100 New
APA
153
American Portfolios Advisors
New York
$1.05K +$1.05K +55 New
QCG
154
Quadrant Capital Group
Ohio
$1K – – –
TFO
155
Tarbox Family Office
California
$1K – – –
PCG
156
Private Capital Group
Connecticut
$1K +$951 +50 New
S
157
SignatureFD
Georgia
$1K +$1.07K +56 New
GT
158
Glenmede Trust
Pennsylvania
$4 +$1.52K +80 +52%
MC
159
Maverick Capital
Texas
– -$4.55M -215,845 Closed
Millennium Management
160
Millennium Management
New York
– -$4.47M -212,343 Closed
AL
161
AJO LP
Pennsylvania
– -$2.38M -112,954 Closed
Rafferty Asset Management
162
Rafferty Asset Management
New York
– -$2.26M -107,509 Closed
AIMCA
163
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$811K -38,500 Closed
Canada Life
164
Canada Life
Manitoba, Canada
– -$710K -33,697 Closed
IUHSA
165
Itau Unibanco Holding S.A.
Brazil
– -$664K -31,536 Closed
SCM
166
Stevens Capital Management
Pennsylvania
– -$547K -25,981 Closed
CSS
167
Cubist Systematic Strategies
Connecticut
– -$531K -25,235 Closed
Balyasny Asset Management
168
Balyasny Asset Management
Illinois
– -$510K -24,201 Closed
Janney Montgomery Scott
169
Janney Montgomery Scott
Pennsylvania
– -$476K -22,594 Closed
USAA
170
United Services Automobile Association
Texas
– -$371K -17,623 Closed
LCM
171
Laurion Capital Management
New York
– -$355K -16,833 Closed
SSA
172
Schonfeld Strategic Advisors
New York
– -$297K -14,100 Closed
JG
173
Jefferies Group
New York
– -$266K -12,624 Closed
RJFSA
174
Raymond James Financial Services Advisors
Florida
– -$221K -10,493 Closed
Financial Engines Advisors
175
Financial Engines Advisors
California
– -$205K -9,711 Closed
4 5 6
7
8

ETD Hedge Fund Activity: Q3 2019 in Review

158 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Ethan Allen Interiors (ETD) for Q3 2019, worth a combined $476M — down 14% from $555M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of ETD and 18 opened new positions — a net loss of 10 holders — while 55 trimmed existing stakes and 58 added.

The largest buyer was Systematic Financial Management, adding an estimated $7.37M. The largest seller was Maverick Capital, exiting entirely with an estimated $4.55M sold.

  • 158 institutional investors held Ethan Allen Interiors (ETD) as of Q3 2019, down from 168 in Q2 2019.
  • Funds reported $476M of Ethan Allen Interiors stock for Q3 2019, down 14% quarter-over-quarter.
  • 18 funds opened new Ethan Allen Interiors positions in Q3 2019 and 28 closed out, a net change of -10 holders.
  • The largest Ethan Allen Interiors buyer in Q3 2019 was Systematic Financial Management, an estimated $7.37M added.
  • The largest Ethan Allen Interiors seller in Q3 2019 was Maverick Capital, an estimated $4.55M sold.

Based on aggregated 13F filings for Q3 2019.