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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
PA
201
Parallel Advisors
California
$2.22K – – –
Barrow, Hanley, Mewhinney & Strauss
202
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.2K – – –
Fisher Asset Management
203
Fisher Asset Management
Washington
$2.14K +$2.22K +78 New
EWA
204
EverSource Wealth Advisors
Alabama
$1.18K – – –
ST
205
Sageworth Trust
Pennsylvania
$879 – – –
Commonwealth Equity Services
206
Commonwealth Equity Services
Massachusetts
$864 +$578K +20,345 +183%
BAAM
207
Baker Avenue Asset Management
California
$604 – – –
BAM
208
Belpointe Asset Management
Nevada
$494 -$540 -19 -51%
FMII
209
Farmers & Merchants Investments Inc
Nebraska
$412 – – –
ECM
210
Everence Capital Management
Indiana
$349 – – –
PTC
211
Private Trust Company
Ohio
$302 +$313 +11 New
GCM
212
Graham Capital Management
Connecticut
– -$1.67M -63,334 Closed
Tudor Investment Corp
213
Tudor Investment Corp
Connecticut
– -$1.67M -63,294 Closed
CSS
214
Cubist Systematic Strategies
Connecticut
– -$1.03M -39,041 Closed
SSA
215
Schonfeld Strategic Advisors
New York
– -$825K -31,241 Closed
DTL
216
Dynamic Technology Lab
Singapore
– -$720K -27,256 Closed
VWA
217
V Wealth Advisors
Kansas
– -$682K -25,800 Closed
JF
218
Jump Financial
Illinois
– -$448K -16,948 Closed
Lido Advisors
219
Lido Advisors
California
– -$431K -16,306 Closed
TI
220
Trexquant Investment
Connecticut
– -$421K -15,946 Closed
CCIA
221
Campbell & Co Investment Adviser
Maryland
– -$326K -12,324 Closed
XT
222
XTX Topco
Cayman Islands
– -$268K -10,134 Closed
BCG
223
Barington Capital Group
New York
– -$264K -10,000 Closed
AL
224
Aspiriant LLC
California
– -$308K -9,617 Closed
WAM
225
Watershed Asset Management
California
– -$251K -9,504 Closed
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.