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Ethan Allen Interiors
ETD

203 hedge funds and large institutions have $580M invested in Ethan Allen Interiors in 2022 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 66 increasing their positions, 62 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 24

16% more call options, than puts

Call options by funds: $6.15M | Put options by funds: $5.3M

13% more funds holding

Funds holding: 180 → 203 (+23)

2.94% more ownership

Funds ownership: 85.26% → 88.2% (+2.9%)

6% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 62

2% more capital invested

Capital invested by funds: $567M → $580M (+$12.8M)

Holders
203
Holders Change
+23
Holders Change %
+12.78%
% of All Funds
3.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
47
Increased
66
Reduced
62
Closed
24
Calls
$6.15M
Puts
$5.3M
Net Calls
+$842K
Net Calls Change
-$2.3M

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$16.3M
2
First Trust Advisors
First Trust Advisors
Illinois
+$8.8M
3
Charles Schwab
Charles Schwab
California
+$6.65M
4
Victory Capital Management
Victory Capital Management
Texas
+$5.69M
5
BlackRock
BlackRock
New York
+$5.01M

Top Sellers

Rank Fund Capital Flow
1
GACM
Global Alpha Capital Management
Quebec, Canada
-$20.9M
2
Millennium Management
Millennium Management
New York
-$13.7M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$8.85M
4
Marshall Wace
Marshall Wace
United Kingdom
-$4.37M
5
Amundi
Amundi
France
-$3.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
TRSOTSOK
151
Teachers Retirement System of the State of Kentucky
Kentucky
$160K – – –
Public Employees Retirement Association of Colorado
152
Public Employees Retirement Association of Colorado
Colorado
$152K – – –
SG Americas Securities
153
SG Americas Securities
New York
$148K +$147K +5,696 New
QT
154
Quantbot Technologies
New York
$116K +$115K +4,458 New
Zurich Cantonal Bank
155
Zurich Cantonal Bank
Switzerland
$108K +$696 +27 +0.7%
Ohio Public Employees Retirement System (OPERS)
156
Ohio Public Employees Retirement System (OPERS)
Ohio
$99K +$927 +36 +1%
KBC Group
157
KBC Group
Belgium
$94K +$45K +1,746 +93%
MOACM
158
Mutual of America Capital Management
New York
$83K +$4.38K +170 +6%
Lazard Asset Management
159
Lazard Asset Management
New York
$67K – – –
CAPTRUST Financial Advisors
160
CAPTRUST Financial Advisors
North Carolina
$57K +$24.2K +939 +76%
HFS
161
Hantz Financial Services
Michigan
$56K +$35.8K +1,388 +187%
AIP
162
Ameritas Investment Partners
Nebraska
$50K – – –
Amundi
163
Amundi
France
$44K -$3.25M -126,064 -99%
Fifth Third Bancorp
164
Fifth Third Bancorp
Ohio
$43K – – –
DWA
165
Dorsey Wright & Associates
California
$42K -$5.59K -217 -12%
PNC Financial Services Group
166
PNC Financial Services Group
Pennsylvania
$41K +$26 +1 +0.1%
MLICM
167
Metropolitan Life Insurance Company (MetLife)
New York
$38.8K -$92.8K -3,601 -71%
HIM
168
Hillsdale Investment Management
Ontario, Canada
$33K – – –
US Bancorp
169
US Bancorp
Minnesota
$18K +$15.6K +604 +702%
Fidelity Investments
170
Fidelity Investments
Massachusetts
$18K +$17.8K +690 +2,875%
SOW
171
State of Wyoming
Wyoming
$16K +$15.6K +607 New
MAM
172
Meeder Asset Management
Ohio
$16K +$17.2K +668 New
GRP
173
Global Retirement Partners
California
$16K +$18.8K +728 New
FMP
174
Financial Management Professionals
Texas
$15K – – –
FHA
175
First Horizon Advisors
Tennessee
$15K +$14.6K +568 New
5 6
7
8 9

ETD Hedge Fund Activity: Q1 2022 in Review

203 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Ethan Allen Interiors (ETD) for Q1 2022, worth a combined $580M — up 2.3% from $567M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new ETD positions and 24 closed out — a net gain of 23 holders — while 66 added to existing stakes and 62 trimmed.

The largest buyer was UBS Group, adding an estimated $16.3M. The largest seller was Global Alpha Capital Management, exiting entirely with an estimated $20.9M sold.

  • 203 institutional investors held Ethan Allen Interiors (ETD) as of Q1 2022, up from 180 in Q4 2021.
  • Funds reported $580M of Ethan Allen Interiors stock for Q1 2022, up 2.3% quarter-over-quarter.
  • 47 funds opened new Ethan Allen Interiors positions in Q1 2022 and 24 closed out, a net change of +23 holders.
  • The largest Ethan Allen Interiors buyer in Q1 2022 was UBS Group, an estimated $16.3M added.
  • The largest Ethan Allen Interiors seller in Q1 2022 was Global Alpha Capital Management, an estimated $20.9M sold.

Based on aggregated 13F filings for Q1 2022.