Ethan Allen Interiors
ETD
188 hedge funds and large institutions have $869M invested in Ethan Allen Interiors in 2016 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 71 increasing their positions, 66 reducing their positions, and 14 closing their positions.
79% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 14
6% more funds holding
Funds holding: 178 → 188 (+10)
8% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 66
1.5% less ownership
Funds ownership: 101.65% → 100.15% (-1.5%)
7% less capital invested
Capital invested by funds: $932M → $869M (-$63.2M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
+$11.7M |
| 2 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$4.03M |
| 3 |
State of Wisconsin Investment Board
Madison,
Wisconsin
|
+$2.83M |
| 4 |
Morgan Stanley
New York
|
+$2.62M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$2.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$14.7M |
| 2 |
RA
Royce & Associates
New York
|
-$6.33M |
| 3 |
PC
Pier Capital
Stamford,
Connecticut
|
-$5.28M |
| 4 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$3.62M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$3.62M |
ETD Hedge Fund Activity: Q3 2016 in Review
188 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Ethan Allen Interiors (ETD) for Q3 2016, worth a combined $869M — down 6.8% from $932M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new ETD positions and 14 closed out — a net gain of 11 holders — while 71 added to existing stakes and 66 trimmed.
The largest buyer was LSV Asset Management, adding an estimated $11.7M. The largest seller was Systematic Financial Management, cutting an estimated $14.7M.
- 188 institutional investors held Ethan Allen Interiors (ETD) as of Q3 2016, up from 178 in Q2 2016.
- Funds reported $869M of Ethan Allen Interiors stock for Q3 2016, down 6.8% quarter-over-quarter.
- 25 funds opened new Ethan Allen Interiors positions in Q3 2016 and 14 closed out, a net change of +11 holders.
- The largest Ethan Allen Interiors buyer in Q3 2016 was LSV Asset Management, an estimated $11.7M added.
- The largest Ethan Allen Interiors seller in Q3 2016 was Systematic Financial Management, an estimated $14.7M sold.
Based on aggregated 13F filings for Q3 2016.