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Haverty Furniture Companies
HVT

129 hedge funds and large institutions have $511M invested in Haverty Furniture Companies in 2013 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 54 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

27% more capital invested

Capital invested by funds: $402M → $511M (+$108M)

3% more funds holding

Funds holding: 125 → 129 (+4)

0.57% less ownership

Funds ownership: 81.95% → 81.38% (-0.57%)

15% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 54

Holders
129
Holders Change
+4
Holders Change %
+3.2%
% of All Funds
3.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
46
Reduced
54
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JIR
James Investment Research
Ohio
+$6.25M
2
MSA
Mason Street Advisors
Wisconsin
+$4.22M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$4.02M
4
SFM
Systematic Financial Management
New Jersey
+$3.03M
5
GAM
Gotham Asset Management
New York
+$2.65M

Top Sellers

Rank Fund Capital Flow
1
DSC
Donald Smith & Co
New York
-$15.9M
2
Ameriprise
Ameriprise
Minnesota
-$4.1M
3
OSAM
O'Shaughnessy Asset Management
Connecticut
-$3.95M
4
BPIM
Brant Point Investment Management
New York
-$2.66M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$2.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
AQR Capital Management
26
AQR Capital Management
Connecticut
$4.57M +$515K +18,668 +15%
BA
27
BlackRock Advisors
Delaware
$3.65M +$26.4K +958 +0.8%
Morgan Stanley
28
Morgan Stanley
New York
$3.62M +$1.76M +63,635 +122%
Geode Capital Management
29
Geode Capital Management
Massachusetts
$3.62M +$421K +15,256 +15%
Allianz Asset Management
30
Allianz Asset Management
Germany
$3.62M -$248K -9,000 -7%
Charles Schwab
31
Charles Schwab
California
$3.44M +$45.7K +1,656 +2%
Goldman Sachs
32
Goldman Sachs
New York
$3.23M -$254K -9,189 -8%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$2.97M -$535K -19,370 -17%
TCIM
34
TIAA CREF Investment Management
New York
$2.79M -$273K -9,896 -10%
PPA
35
Parametric Portfolio Associates
Washington
$2.68M +$498K +18,054 +27%
CRCP
36
Copper Rock Capital Partners
Massachusetts
$2.66M +$2.34M +84,859 New
New York State Teachers Retirement System (NYSTRS)
37
New York State Teachers Retirement System (NYSTRS)
New York
$2.62M -$82.8K -3,000 -3%
Invesco
38
Invesco
Georgia
$2.59M +$198K +7,181 +9%
AG
39
Algert Global
California
$2.39M +$178K +6,460 +9%
BIM
40
BlackRock Investment Management
Delaware
$2.33M -$45K -1,631 -2%
RFC
41
Russell Frank Company
Washington
$2.26M -$340K -12,314 -13%
WA
42
Whitebox Advisors
Minnesota
$2.23M -$34.1K -1,235 -2%
Prudential Financial
43
Prudential Financial
New Jersey
$2.1M -$240K -8,700 -11%
PAM
44
Panagora Asset Management
Massachusetts
$1.97M +$172K +6,219 +11%
GC
45
Guggenheim Capital
Illinois
$1.94M -$1.01M -36,779 -37%
D.E. Shaw & Co
46
D.E. Shaw & Co
New York
$1.89M -$128K -4,639 -7%
Citadel Advisors
47
Citadel Advisors
Florida
$1.84M -$59.8K -2,167 -4%
DCM
48
Dupont Capital Management
Delaware
$1.73M +$1.52M +55,219 New
NC
49
Northpointe Capital
Michigan
$1.71M – – –
JP Morgan Chase
50
JP Morgan Chase
New York
$1.7M -$84.9K -3,078 -5%
1
2
3 4 5

HVT Hedge Fund Activity: Q4 2013 in Review

129 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Haverty Furniture Companies (HVT) for Q4 2013, worth a combined $511M — up 27% from $402M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new HVT positions and 11 closed out — a net gain of 4 holders — while 46 added to existing stakes and 54 trimmed.

The largest buyer was James Investment Research, adding an estimated $6.25M. The largest seller was Donald Smith & Co, cutting an estimated $15.9M.

  • 129 institutional investors held Haverty Furniture Companies (HVT) as of Q4 2013, up from 125 in Q3 2013.
  • Funds reported $511M of Haverty Furniture Companies stock for Q4 2013, up 27% quarter-over-quarter.
  • 15 funds opened new Haverty Furniture Companies positions in Q4 2013 and 11 closed out, a net change of +4 holders.
  • The largest Haverty Furniture Companies buyer in Q4 2013 was James Investment Research, an estimated $6.25M added.
  • The largest Haverty Furniture Companies seller in Q4 2013 was Donald Smith & Co, an estimated $15.9M sold.

Based on aggregated 13F filings for Q4 2013.