Haverty Furniture Companies Class A
HVT.A
7 hedge funds and large institutions have $3.86M invested in Haverty Furniture Companies Class A in 2023 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 2 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
0.13% less ownership
Funds ownership: 10.64% → 10.52% (-0.13%)
3% less capital invested
Capital invested by funds: $3.97M → $3.86M (-$110K)
22% less funds holding
Funds holding: 9 → 7 (-2)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$33 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$26.5K |
| 2 |
BlackRock
New York
|
-$18.1K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$3.57K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
S
1
SignatureFD
Atlanta,
Georgia
| $1.63M | – | – | – |
|
2
Dimensional Fund Advisors
Austin,
Texas
| $1.15M | – | – | – |
|
|
ZIC
3
ZWJ Investment Counsel
Atlanta,
Georgia
| $709K | – | – | – |
|
|
MA
4
Montag & Associates
Atlanta,
Georgia
| $355K | – | – | – |
|
|
TRCT
5
Tower Research Capital (TRC)
New York
| $10.9K | -$3.57K | -109 | -22% |
|
6
Bank of America
Charlotte,
North Carolina
| $399 | – | – | – |
|
|
7
Wells Fargo
San Francisco,
California
| $87 | +$33 | +1 | +50% |
|
|
8
Osaic Holdings
Scottsdale,
Arizona
| – | -$26.5K | -900 | Closed |
|
|
9
BlackRock
New York
| – | -$18.1K | -615 | Closed |
|
HVT.A Hedge Fund Activity: Q3 2023 in Review
7 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Haverty Furniture Companies Class A (HVT.A) for Q3 2023, worth a combined $3.86M — down 2.8% from $3.97M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of HVT.A and 0 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 1 added.
The largest buyer was Wells Fargo, adding an estimated $33. The largest seller was Osaic Holdings, exiting entirely with an estimated $26.5K sold.
- 7 institutional investors held Haverty Furniture Companies Class A (HVT.A) as of Q3 2023, down from 9 in Q2 2023.
- Funds reported $3.86M of Haverty Furniture Companies Class A stock for Q3 2023, down 2.8% quarter-over-quarter.
- 0 funds opened new Haverty Furniture Companies Class A positions in Q3 2023 and 2 closed out, a net change of -2 holders.
- The largest Haverty Furniture Companies Class A buyer in Q3 2023 was Wells Fargo, an estimated $33 added.
- The largest Haverty Furniture Companies Class A seller in Q3 2023 was Osaic Holdings, an estimated $26.5K sold.
Based on aggregated 13F filings for Q3 2023.