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Ethan Allen Interiors

148 hedge funds and large institutions have $765M invested in Ethan Allen Interiors in 2015 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 55 increasing their positions, 47 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 13

17% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 47

6% more funds holding

Funds holding: 140148 (+8)

1.58% more ownership

Funds ownership: 100.5%102.08% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% less capital invested

Capital invested by funds: $766M → $765M (-$698K)

84% less call options, than puts

Call options by funds: $1.28M | Put options by funds: $8.26M

Holders
148
Holders Change
+8
Holders Change %
+5.71%
% of All Funds
4.13%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
21
Increased
55
Reduced
47
Closed
13
Calls
$1.28M
Puts
$8.26M
Net Calls
-$6.98M
Net Calls Change
-$6.8M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$76.2M -$5.39M -183,883 -6%
DGI
2
Disciplined Growth Investors
Minnesota
$62.3M +$687K +23,425 +1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$56M +$11.4M +387,200 +22%
BFA
4
BlackRock Fund Advisors
California
$55.3M -$1.19M -40,531 -2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$49.8M +$362K +12,346 +0.7%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$42.9M -$4.59M -156,660 -9%
SAM
7
Sandell Asset Management
New York
$36.2M +$13.1M +446,264 +48%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$32.5M +$1.04M +35,591 +3%
OAMG
9
Odey Asset Management Group
United Kingdom
$31.5M -$17.9M -610,527 -34%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$28.3M -$3.43M -116,848 -10%
Northern Trust
11
Northern Trust
Illinois
$19.5M +$2.65M +90,228 +14%
BIT
12
BlackRock Institutional Trust
California
$16.9M +$247K +8,434 +1%
State Street
13
State Street
Massachusetts
$14M -$247K -8,435 -2%
AllianceBernstein
14
AllianceBernstein
Tennessee
$13.3M +$880K +30,000 +6%
William Blair Investment Management
15
William Blair Investment Management
Illinois
$11.9M +$13.2M +449,858 New
KCM
16
Kennedy Capital Management
Missouri
$11.1M -$204K -6,950 -2%
Ameriprise
17
Ameriprise
Minnesota
$9.84M -$744K -25,392 -6%
Norges Bank
18
Norges Bank
Norway
$9.35M
RFC
19
Russell Frank Company
Washington
$9M -$2.8M -95,364 -22%
Ohio Public Employees Retirement System (OPERS)
20
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.25M
NAM
21
Netols Asset Management
Wisconsin
$6.84M -$168K -5,744 -2%
State of Wisconsin Investment Board
22
State of Wisconsin Investment Board
Wisconsin
$6.48M
LI
23
LMCG Investments
Massachusetts
$6.29M -$1.35M -46,136 -16%
GI
24
GAMCO Investors
Connecticut
$6.28M -$3.22M -110,000 -32%
TA
25
Teton Advisors
New York
$6.24M

ETD Hedge Fund Activity: Q3 2015 in Review

148 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Ethan Allen Interiors (ETD) for Q3 2015, worth a combined $765M — down 0.09% from $766M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new ETD positions and 13 closed out — a net gain of 8 holders — while 55 added to existing stakes and 47 trimmed.

The largest buyer was Sandell Asset Management, adding an estimated $13.1M. The largest seller was Odey Asset Management Group, cutting an estimated $17.9M.

  • 148 institutional investors held Ethan Allen Interiors (ETD) as of Q3 2015, up from 140 in Q2 2015.
  • Funds reported $765M of Ethan Allen Interiors stock for Q3 2015, down 0.09% quarter-over-quarter.
  • 21 funds opened new Ethan Allen Interiors positions in Q3 2015 and 13 closed out, a net change of +8 holders.
  • The largest Ethan Allen Interiors buyer in Q3 2015 was Sandell Asset Management, an estimated $13.1M added.
  • The largest Ethan Allen Interiors seller in Q3 2015 was Odey Asset Management Group, an estimated $17.9M sold.

Based on aggregated 13F filings for Q3 2015.