Haverty Furniture Companies Class A
HVT.A
10 hedge funds and large institutions have $5.25M invested in Haverty Furniture Companies Class A in 2013 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 2 closing their positions.
30% more capital invested
Capital invested by funds: $4.05M → $5.25M (+$1.21M)
0.2% more ownership
Funds ownership: 6.72% → 6.92% (+0.2%)
9% less funds holding
Funds holding: 11 → 10 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZIC
ZWJ Investment Counsel
Atlanta,
Georgia
|
+$196K |
| 2 |
Invesco
Atlanta,
Georgia
|
+$1.52K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
S
SignatureFD
Atlanta,
Georgia
|
-$114K |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$2.22K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$2K |
| 4 |
Barclays
London,
United Kingdom
|
-$1.11K |
| 5 |
U
UBS
Zurich,
Switzerland
|
-$27 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CNB
1
City National Bank
Beverly Hills,
California
| $2.75M | – | – | – |
|
2
Dimensional Fund Advisors
Austin,
Texas
| $1.33M | – | – | – |
|
|
MA
3
Montag & Associates
Atlanta,
Georgia
| $458K | – | – | – |
|
4
Bank of America
Charlotte,
North Carolina
| $333K | – | – | – |
|
|
ZIC
5
ZWJ Investment Counsel
Atlanta,
Georgia
| $226K | +$196K | +7,231 | New |
|
|
U
6
UBS
Zurich,
Switzerland
| $111K | -$27 | -1 | -0% |
|
7
California Public Employees Retirement System
Sacramento,
California
| $28K | – | – | – |
|
|
8
Invesco
Atlanta,
Georgia
| $22K | +$1.52K | +56 | +9% |
|
|
9
Barclays
London,
United Kingdom
| $6K | -$1.11K | -41 | -19% |
|
|
S
10
SignatureFD
Atlanta,
Georgia
| – | -$114K | -4,662 | Closed |
|
|
TRCT
11
Tower Research Capital (TRC)
New York
| – | -$2K | -100 | Closed |
|
|
12
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$2.22K | -82 | -99% |
|
HVT.A Hedge Fund Activity: Q4 2013 in Review
10 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Haverty Furniture Companies Class A (HVT.A) for Q4 2013, worth a combined $5.25M — up 30% from $4.05M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of HVT.A and 1 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 1 added.
The largest buyer was ZWJ Investment Counsel, opening a new position worth an estimated $196K. The largest seller was SignatureFD, exiting entirely with an estimated $114K sold.
- 10 institutional investors held Haverty Furniture Companies Class A (HVT.A) as of Q4 2013, down from 11 in Q3 2013.
- Funds reported $5.25M of Haverty Furniture Companies Class A stock for Q4 2013, up 30% quarter-over-quarter.
- 1 fund opened new Haverty Furniture Companies Class A positions in Q4 2013 and 2 closed out, a net change of -1 holder.
- The largest Haverty Furniture Companies Class A buyer in Q4 2013 was ZWJ Investment Counsel, an estimated $196K added.
- The largest Haverty Furniture Companies Class A seller in Q4 2013 was SignatureFD, an estimated $114K sold.
Based on aggregated 13F filings for Q4 2013.