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Ethan Allen Interiors
ETD

213 hedge funds and large institutions have $638M invested in Ethan Allen Interiors in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 70 increasing their positions, 87 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more call options, than puts

Call options by funds: $3.9M | Put options by funds: $1.54M

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

3% more funds holding

Funds holding: 206 → 213 (+7)

2% more capital invested

Capital invested by funds: $627M → $638M (+$10.3M)

2.69% less ownership

Funds ownership: 86.8% → 84.11% (-2.7%)

20% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 87

Holders
213
Holders Change
+7
Holders Change %
+3.4%
% of All Funds
3.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
70
Reduced
87
Closed
16
Calls
$3.9M
Puts
$1.54M
Net Calls
+$2.36M
Net Calls Change
+$13.4M

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$3.38M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
+$2.92M
3
FDS
First Dallas Securities
Texas
+$2.12M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$1.77M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
+$1.39M

Top Sellers

Rank Fund Capital Flow
1
HCM
Hodges Capital Management
Texas
-$7.67M
2
FP
Foundry Partners
Minnesota
-$5M
3
BlackRock
BlackRock
New York
-$4.75M
4
Cerity Partners
Cerity Partners
New York
-$4.41M
5
Millennium Management
Millennium Management
New York
-$3.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$122M -$4.75M -153,441 -4%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$61.6M +$698K +22,559 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$46.2M +$365K +11,792 +0.8%
State Street
4
State Street
Massachusetts
$25.3M +$419K +13,532 +2%
Charles Schwab
5
Charles Schwab
California
$21.7M +$201K +6,506 +0.9%
LSV Asset Management
6
LSV Asset Management
Illinois
$19.3M -$40.2K -1,300 -0.2%
Robeco Institutional Asset Management
7
Robeco Institutional Asset Management
Netherlands
$17.4M -$240K -7,747 -1%
Pacer Advisors
8
Pacer Advisors
Pennsylvania
$15.2M +$2.92M +94,265 +23%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$15.1M +$564K +18,225 +4%
First Trust Advisors
10
First Trust Advisors
Illinois
$14.9M +$215K +6,935 +1%
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$14.8M -$230K -7,445 -1%
Northern Trust
12
Northern Trust
Illinois
$12.8M -$60.3K -1,948 -0.5%
Invesco
13
Invesco
Georgia
$12.4M +$3.38M +109,235 +36%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$12.3M -$182K -5,892 -1%
American Century Companies
15
American Century Companies
Missouri
$11.2M +$1.13M +36,579 +11%
RA
16
Royce & Associates
New York
$10.5M -$1.77M -57,063 -14%
Morgan Stanley
17
Morgan Stanley
New York
$9.35M +$955K +30,849 +11%
CIM
18
Cambria Investment Management
California
$8.56M +$691K +22,344 +8%
UBS Group
19
UBS Group
Switzerland
$8.48M -$343K -11,099 -4%
Goldman Sachs
20
Goldman Sachs
New York
$8.37M +$1.36M +43,886 +19%
BCM
21
Bridgeway Capital Management
Texas
$7.92M +$117K +3,792 +1%
HCM
22
Hodges Capital Management
Texas
$7.59M -$7.67M -247,725 -49%
MGIM
23
M&G Investment Management
United Kingdom
$6.69M +$589K +19,024 +9%
Renaissance Technologies
24
Renaissance Technologies
New York
$5.94M -$70.1K -2,266 -1%
Allspring Global Investments
25
Allspring Global Investments
North Carolina
$5.12M +$1.39M +44,946 +36%
1
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ETD Hedge Fund Activity: Q3 2023 in Review

213 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Ethan Allen Interiors (ETD) for Q3 2023, worth a combined $638M — up 1.6% from $627M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new ETD positions and 16 closed out — a net gain of 8 holders — while 70 added to existing stakes and 87 trimmed.

The largest buyer was Invesco, adding an estimated $3.38M. The largest seller was Hodges Capital Management, cutting an estimated $7.67M.

  • 213 institutional investors held Ethan Allen Interiors (ETD) as of Q3 2023, up from 206 in Q2 2023.
  • Funds reported $638M of Ethan Allen Interiors stock for Q3 2023, up 1.6% quarter-over-quarter.
  • 24 funds opened new Ethan Allen Interiors positions in Q3 2023 and 16 closed out, a net change of +8 holders.
  • The largest Ethan Allen Interiors buyer in Q3 2023 was Invesco, an estimated $3.38M added.
  • The largest Ethan Allen Interiors seller in Q3 2023 was Hodges Capital Management, an estimated $7.67M sold.

Based on aggregated 13F filings for Q3 2023.