Haverty Furniture Companies Class A
HVT.A
8 hedge funds and large institutions have $4.27M invested in Haverty Furniture Companies Class A in 2023 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 1 closing their positions.
49% more capital invested
Capital invested by funds: $2.87M → $4.27M (+$1.4M)
0.1% less ownership
Funds ownership: 10.72% → 10.61% (-0.1%)
11% less funds holding
Funds holding: 9 → 8 (-1)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$67 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$20.5K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$18.8K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$2.46K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
S
1
SignatureFD
Atlanta,
Georgia
| $1.78M | – | – | – |
|
|
2
Dimensional Fund Advisors
Austin,
Texas
| $1.29M | -$20.5K | -608 | -1% |
|
|
ZIC
3
ZWJ Investment Counsel
Atlanta,
Georgia
| $776K | – | – | – |
|
|
MA
4
Montag & Associates
Atlanta,
Georgia
| $388K | – | – | – |
|
|
BAM
5
Belpointe Asset Management
Reno,
Nevada
| $16.5K | +$67 | +2 | +0.4% |
|
|
TRCT
6
Tower Research Capital (TRC)
New York
| $16K | -$2.46K | -73 | -13% |
|
7
Bank of America
Charlotte,
North Carolina
| $436 | – | – | – |
|
8
Wells Fargo
San Francisco,
California
| $64 | – | – | – |
|
|
9
UBS Group
Zurich,
Switzerland
| – | -$18.8K | -632 | Closed |
|
HVT.A Hedge Fund Activity: Q1 2023 in Review
8 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Haverty Furniture Companies Class A (HVT.A) for Q1 2023, worth a combined $4.27M — up 49% from $2.87M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of HVT.A and 0 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 1 added.
The largest buyer was Belpointe Asset Management, adding an estimated $67. The largest seller was Dimensional Fund Advisors, cutting an estimated $20.5K.
- 8 institutional investors held Haverty Furniture Companies Class A (HVT.A) as of Q1 2023, down from 9 in Q4 2022.
- Funds reported $4.27M of Haverty Furniture Companies Class A stock for Q1 2023, up 49% quarter-over-quarter.
- 0 funds opened new Haverty Furniture Companies Class A positions in Q1 2023 and 1 closed out, a net change of -1 holder.
- The largest Haverty Furniture Companies Class A buyer in Q1 2023 was Belpointe Asset Management, an estimated $67 added.
- The largest Haverty Furniture Companies Class A seller in Q1 2023 was Dimensional Fund Advisors, an estimated $20.5K sold.
Based on aggregated 13F filings for Q1 2023.