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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

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

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
BlackRock
1
BlackRock
New York
$121M -$2.88M -101,438 -2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$56.2M +$2.35M +82,738 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$43.3M +$1.6M +56,211 +4%
State Street
4
State Street
Massachusetts
$25.4M +$838K +29,478 +3%
Charles Schwab
5
Charles Schwab
California
$19.8M -$906K -31,874 -4%
LSV Asset Management
6
LSV Asset Management
Illinois
$18M -$749K -26,373 -4%
Robeco Institutional Asset Management
7
Robeco Institutional Asset Management
Netherlands
$16M +$3.79M +133,554 +30%
Arrowstreet Capital
8
Arrowstreet Capital
Massachusetts
$14.6M +$3.8M +133,885 +34%
HCM
9
Hodges Capital Management
Texas
$14.2M -$5.63M -198,168 -37%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$12.9M +$317K +11,156 +2%
First Trust Advisors
11
First Trust Advisors
Illinois
$12.7M +$953K +33,549 +8%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$11.8M -$210K -7,392 -2%
Northern Trust
13
Northern Trust
Illinois
$11.5M -$450K -15,845 -4%
RA
14
Royce & Associates
New York
$10.9M -$244K -8,582 -2%
Invesco
15
Invesco
Georgia
$9.37M -$812K -28,584 -8%
Ameriprise
16
Ameriprise
Minnesota
$8.84M -$1.11M -39,031 -11%
UBS Group
17
UBS Group
Switzerland
$8.74M +$801K +28,209 +10%
Pacer Advisors
18
Pacer Advisors
Pennsylvania
$8.64M +$571K +20,090 +7%
American Century Companies
19
American Century Companies
Missouri
$8.41M +$1.5M +52,870 +20%
CIM
20
Cambria Investment Management
California
$7.48M +$756K +26,600 +11%
Morgan Stanley
21
Morgan Stanley
New York
$7.4M -$67.3K -2,370 -0.9%
BCM
22
Bridgeway Capital Management
Texas
$7.13M -$153K -5,380 -2%
MGIM
23
M&G Investment Management
United Kingdom
$5.34M +$2.64M +93,008 +89%
Truist Financial
24
Truist Financial
North Carolina
$5.01M -$54.7K -1,926 -1%
FP
25
Foundry Partners
Minnesota
$4.77M +$4.94M +173,883 New
1
2 3 4 5

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.