We are live on ! Find out more
ETD icon

Ethan Allen Interiors

140 hedge funds and large institutions have $766M invested in Ethan Allen Interiors in 2015 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 57 increasing their positions, 50 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

14% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 50

1.02% less ownership

Funds ownership: 101.52%100.5% (-1%)

4% less funds holding

Funds holding: 146140 (-6)

6% less capital invested

Capital invested by funds: $811M → $766M (-$44.9M)

32% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 19

71% less call options, than puts

Call options by funds: $71K | Put options by funds: $245K

Holders
140
Holders Change
-6
Holders Change %
-4.11%
% of All Funds
3.77%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
13
Increased
57
Reduced
50
Closed
19
Calls
$71K
Puts
$245K
Net Calls
-$174K
Net Calls Change
-$356K
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$80.9M -$346K -13,390 -0.4%
DGI
2
Disciplined Growth Investors
Minnesota
$61.6M +$312K +12,075 +0.5%
BFA
3
BlackRock Fund Advisors
California
$56.2M -$1.97M -76,140 -3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$49.3M +$1.43M +55,401 +3%
OAMG
5
Odey Asset Management Group
United Kingdom
$47.5M -$4.94M -191,205 -10%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$46.9M +$4.49M +174,050 +11%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$45.6M +$1.38M +53,400 +3%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$31.5M +$892K +34,527 +3%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$31.3M +$131K +5,067 +0.4%
SAM
10
Sandell Asset Management
New York
$24.3M +$12.6M +487,759 +112%
Northern Trust
11
Northern Trust
Illinois
$17M +$950K +36,798 +6%
BIT
12
BlackRock Institutional Trust
California
$16.6M -$1.15M -44,511 -7%
State Street
13
State Street
Massachusetts
$14.2M +$166K +6,423 +1%
AllianceBernstein
14
AllianceBernstein
Tennessee
$12.5M -$565K -21,875 -4%
RFC
15
Russell Frank Company
Washington
$11.5M +$1.07M +41,527 +11%
William Blair & Company
16
William Blair & Company
Illinois
$11.5M -$1.93M -74,722 -15%
KCM
17
Kennedy Capital Management
Missouri
$11.3M -$563K -21,809 -5%
Ameriprise
18
Ameriprise
Minnesota
$10.5M -$2.98M -115,387 -22%
Norges Bank
19
Norges Bank
Norway
$9.32M +$25.8K +1,000 +0.3%
GI
20
GAMCO Investors
Connecticut
$9.16M -$504K -19,500 -5%
LI
21
LMCG Investments
Massachusetts
$7.49M +$99.3K +3,845 +1%
Ohio Public Employees Retirement System (OPERS)
22
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.23M -$75.7K -2,932 -1%
NAM
23
Netols Asset Management
Wisconsin
$6.97M -$855K -33,096 -11%
State of Wisconsin Investment Board
24
State of Wisconsin Investment Board
Wisconsin
$6.46M
Goldman Sachs
25
Goldman Sachs
New York
$6.34M +$267K +10,344 +4%

ETD Hedge Fund Activity: Q2 2015 in Review

140 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Ethan Allen Interiors (ETD) for Q2 2015, worth a combined $766M — down 5.5% from $811M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of ETD and 13 opened new positions — a net loss of 6 holders — while 50 trimmed existing stakes and 57 added.

The largest buyer was Sandell Asset Management, adding an estimated $12.6M. The largest seller was Emerald Advisers, exiting entirely with an estimated $5.11M sold.

  • 140 institutional investors held Ethan Allen Interiors (ETD) as of Q2 2015, down from 146 in Q1 2015.
  • Funds reported $766M of Ethan Allen Interiors stock for Q2 2015, down 5.5% quarter-over-quarter.
  • 13 funds opened new Ethan Allen Interiors positions in Q2 2015 and 19 closed out, a net change of -6 holders.
  • The largest Ethan Allen Interiors buyer in Q2 2015 was Sandell Asset Management, an estimated $12.6M added.
  • The largest Ethan Allen Interiors seller in Q2 2015 was Emerald Advisers, an estimated $5.11M sold.

Based on aggregated 13F filings for Q2 2015.