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Ethan Allen Interiors

229 hedge funds and large institutions have $688M invested in Ethan Allen Interiors in 2024 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 75 increasing their positions, 66 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 15

107% more call options, than puts

Call options by funds: $2.42M | Put options by funds: $1.17M

17% more funds holding

Funds holding: 196229 (+33)

16% more capital invested

Capital invested by funds: $593M → $688M (+$94.8M)

14% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 66

1.43% more ownership

Funds ownership: 83.74%85.16% (+1.4%)

Holders
229
Holders Change
+33
Holders Change %
+16.84%
% of All Funds
3.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
48
Increased
75
Reduced
66
Closed
15
Calls
$2.42M
Puts
$1.17M
Net Calls
+$1.25M
Net Calls Change
+$106K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$121M -$465K -15,408 -0.4%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$61.8M -$1.85M -61,157 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$51M -$1.66M -55,056 -3%
State Street
4
State Street
Massachusetts
$28.1M -$470K -15,575 -2%
Charles Schwab
5
Charles Schwab
California
$27.1M -$757K -25,070 -3%
Pacer Advisors
6
Pacer Advisors
Pennsylvania
$25.8M -$2.44M -80,679 -9%
American Century Companies
7
American Century Companies
Missouri
$20.5M +$2.86M +94,873 +17%
HCM
8
Hodges Capital Management
Texas
$17.5M +$100K +3,311 +0.6%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$17.2M +$99.9K +3,310 +0.6%
LSV Asset Management
10
LSV Asset Management
Illinois
$16.9M -$2.1M -69,709 -12%
UBS Group
11
UBS Group
Switzerland
$15.8M +$1.09M +36,272 +8%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$13M -$343K -11,357 -3%
CIM
13
Cambria Investment Management
California
$12.3M -$258K -8,531 -2%
Northern Trust
14
Northern Trust
Illinois
$12.1M +$102K +3,363 +0.9%
Millennium Management
15
Millennium Management
New York
$10.8M +$5.42M +179,638 +114%
Morgan Stanley
16
Morgan Stanley
New York
$10.6M +$2.56M +84,891 +34%
Invesco
17
Invesco
Georgia
$10.5M +$360K +11,916 +4%
RA
18
Royce & Associates
New York
$10M -$375K -12,411 -4%
Goldman Sachs
19
Goldman Sachs
New York
$9.52M +$4.62M +153,003 +105%
Jane Street
20
Jane Street
New York
$8.49M +$7M +232,015 +679%
Renaissance Technologies
21
Renaissance Technologies
New York
$7.39M +$1.09M +36,100 +18%
BCM
22
Bridgeway Capital Management
Texas
$7.1M +$5.64M +186,908 +524%
NSIM
23
North Star Investment Management
Illinois
$5.71M -$84.5K -2,800 -2%
Teacher Retirement System of Texas
24
Teacher Retirement System of Texas
Texas
$5.4M +$5.11M +169,423 New
Wells Fargo
25
Wells Fargo
California
$4.97M +$147K +4,861 +3%

ETD Hedge Fund Activity: Q3 2024 in Review

229 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Ethan Allen Interiors (ETD) for Q3 2024, worth a combined $688M — up 16% from $593M a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new ETD positions and 15 closed out — a net gain of 33 holders — while 75 added to existing stakes and 66 trimmed.

The largest buyer was Jane Street, adding an estimated $7M. The largest seller was First Trust Advisors, cutting an estimated $48.8M.

  • 229 institutional investors held Ethan Allen Interiors (ETD) as of Q3 2024, up from 196 in Q2 2024.
  • Funds reported $688M of Ethan Allen Interiors stock for Q3 2024, up 16% quarter-over-quarter.
  • 48 funds opened new Ethan Allen Interiors positions in Q3 2024 and 15 closed out, a net change of +33 holders.
  • The largest Ethan Allen Interiors buyer in Q3 2024 was Jane Street, an estimated $7M added.
  • The largest Ethan Allen Interiors seller in Q3 2024 was First Trust Advisors, an estimated $48.8M sold.

Based on aggregated 13F filings for Q3 2024.