Ethan Allen Interiors
ETD
167 hedge funds and large institutions have $519M invested in Ethan Allen Interiors in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 59 increasing their positions, 64 reducing their positions, and 28 closing their positions.
1.25% more ownership
Funds ownership: 85.42% → 86.67% (+1.2%)
1% less call options, than puts
Call options by funds: $4.6M | Put options by funds: $4.64M
8% less repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 64
7% less funds holding
Funds holding: 180 → 167 (-13)
13% less capital invested
Capital invested by funds: $595M → $519M (-$76.2M)
39% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LC
L1 Capital
Melbourne VIC 3000,
Australia
|
+$10.5M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$6.33M |
| 3 |
HCM
Hodges Capital Management
Dallas,
Texas
|
+$4.93M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$3.29M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
+$3.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$6.37M |
| 2 |
SAM
Synergy Asset Management
Vancouver,
Washington
|
-$5.41M |
| 3 |
Amundi
Paris,
France
|
-$3.23M |
| 4 |
Squarepoint
New York
|
-$2.52M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$2.47M |
ETD Hedge Fund Activity: Q3 2021 in Review
167 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Ethan Allen Interiors (ETD) for Q3 2021, worth a combined $519M — down 13% from $595M a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of ETD and 17 opened new positions — a net loss of 11 holders — while 64 trimmed existing stakes and 59 added.
The largest buyer was L1 Capital, opening a new position worth an estimated $10.5M. The largest seller was Morgan Stanley, cutting an estimated $6.37M.
- 167 institutional investors held Ethan Allen Interiors (ETD) as of Q3 2021, down from 180 in Q2 2021.
- Funds reported $519M of Ethan Allen Interiors stock for Q3 2021, down 13% quarter-over-quarter.
- 17 funds opened new Ethan Allen Interiors positions in Q3 2021 and 28 closed out, a net change of -11 holders.
- The largest Ethan Allen Interiors buyer in Q3 2021 was L1 Capital, an estimated $10.5M added.
- The largest Ethan Allen Interiors seller in Q3 2021 was Morgan Stanley, an estimated $6.37M sold.
Based on aggregated 13F filings for Q3 2021.