We are live on ! Find out more
ETD icon

Ethan Allen Interiors
ETD

212 hedge funds and large institutions have $613M invested in Ethan Allen Interiors in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 69 increasing their positions, 75 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more call options, than puts

Call options by funds: $3.31M | Put options by funds: $1.26M

16% more capital invested

Capital invested by funds: $528M → $613M (+$85.3M)

0.93% more ownership

Funds ownership: 86.58% → 87.51% (+0.93%)

7% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 28

8% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 75

2% less funds holding

Funds holding: 216 → 212 (-4)

Holders
212
Holders Change
-4
Holders Change %
-1.85%
% of All Funds
3.38%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
69
Reduced
75
Closed
28
Calls
$3.31M
Puts
$1.26M
Net Calls
+$2.05M
Net Calls Change
+$171K

Top Buyers

Rank Fund Capital Flow
1
FP
Foundry Partners
Minnesota
+$4.94M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$3.8M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$3.79M
4
Bank of America
Bank of America
North Carolina
+$3.55M
5
MGIM
M&G Investment Management
United Kingdom
+$2.64M

Top Sellers

Rank Fund Capital Flow
1
HCM
Hodges Capital Management
Texas
-$5.63M
2
N
Nuveen
North Carolina
-$5.05M
3
BlackRock
BlackRock
New York
-$2.88M
4
Renaissance Technologies
Renaissance Technologies
New York
-$2.14M
5
GCM
Graham Capital Management
Connecticut
-$1.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
MLICM
176
Metropolitan Life Insurance Company (MetLife)
New York
$34.4K -$6.68K -235 -16%
TRCT
177
Tower Research Capital (TRC)
New York
$34K +$24.2K +850 +235%
BTI
178
Blue Trust Inc
Georgia
$27K -$2.93K -103 -9%
Ohio Public Employees Retirement System (OPERS)
179
Ohio Public Employees Retirement System (OPERS)
Ohio
$26K -$1.62K -57 -6%
DWA
180
Dorsey Wright & Associates
California
$22.8K -$2.64K -93 -10%
CFD
181
Creative Financial Designs
Indiana
$19.9K – – –
TLA
182
Tanglewood Legacy Advisors
Texas
$19K -$1.05K -37 -5%
QL
183
Quarry LP
New York
$17.5K -$2.53K -89 -12%
ASN
184
Advisory Services Network
Georgia
$17.4K +$2.59K +91 +17%
LC
185
Lindbrook Capital
California
$14.3K – – –
MRCM
186
M&R Capital Management
New Jersey
$13K -$11.4K -400 -46%
HIM
187
Hillsdale Investment Management
Ontario, Canada
$12.4K – – –
GRP
188
Global Retirement Partners
California
$11.4K – – –
MIM
189
Macroview Investment Management
Maryland
$11.3K +$11.7K +412 New
MAM
190
Meeder Asset Management
Ohio
$10.1K – – –
BFEC
191
Benjamin F. Edwards & Company
Missouri
$10K +$227 +8 +2%
HBW
192
Hazlett, Burt & Watson
West Virginia
$8K – – –
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
$7K – – –
BBPWM
194
Blue Bell Private Wealth Management
Pennsylvania
$6.1K – – –
Northwestern Mutual Wealth Management
195
Northwestern Mutual Wealth Management
Wisconsin
$6.08K +$256 +9 +4%
S
196
SignatureFD
Georgia
$6.05K +$28 +1 +0.5%
QCG
197
Quadrant Capital Group
Ohio
$4.12K – – –
TWA
198
TCI Wealth Advisors
Arizona
$3.93K – – –
FHA
199
First Horizon Advisors
Tennessee
$2.58K +$653 +23 +32%
PFBT
200
Parkside Financial Bank & Trust
Missouri
$2.42K – – –
6 7
8
9 10

ETD Hedge Fund Activity: Q1 2023 in Review

212 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Ethan Allen Interiors (ETD) for Q1 2023, worth a combined $613M — up 16% from $528M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of ETD and 26 opened new positions — a net loss of 2 holders — while 75 trimmed existing stakes and 69 added.

The largest buyer was Foundry Partners, opening a new position worth an estimated $4.94M. The largest seller was Hodges Capital Management, cutting an estimated $5.63M.

  • 212 institutional investors held Ethan Allen Interiors (ETD) as of Q1 2023, down from 216 in Q4 2022.
  • Funds reported $613M of Ethan Allen Interiors stock for Q1 2023, up 16% quarter-over-quarter.
  • 26 funds opened new Ethan Allen Interiors positions in Q1 2023 and 28 closed out, a net change of -2 holders.
  • The largest Ethan Allen Interiors buyer in Q1 2023 was Foundry Partners, an estimated $4.94M added.
  • The largest Ethan Allen Interiors seller in Q1 2023 was Hodges Capital Management, an estimated $5.63M sold.

Based on aggregated 13F filings for Q1 2023.