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Haverty Furniture Companies
HVT

142 hedge funds and large institutions have $506M invested in Haverty Furniture Companies in 2014 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 50 increasing their positions, 50 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

10% more funds holding

Funds holding: 129 → 142 (+13)

3.37% more ownership

Funds ownership: 81.38% → 84.75% (+3.4%)

0% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 50

1% less capital invested

Capital invested by funds: $511M → $506M (-$4.92M)

Holders
142
Holders Change
+13
Holders Change %
+10.08%
% of All Funds
4.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
50
Reduced
50
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$10.5M
2
BIT
BlackRock Institutional Trust
California
+$4.83M
3
Renaissance Technologies
Renaissance Technologies
New York
+$4.61M
4
Goldman Sachs
Goldman Sachs
New York
+$3.99M
5
KAM
Keeley Asset Management
Illinois
+$3.39M

Top Sellers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
-$9.16M
2
NI
Numeric Investors
Massachusetts
-$7.18M
3
OSAM
O'Shaughnessy Asset Management
Connecticut
-$6.13M
4
DSC
Donald Smith & Co
New York
-$6M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$3.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
MOACM
26
Mutual of America Capital Management
New York
$4.47M -$14.4K -500 -0.3%
BA
27
BlackRock Advisors
Delaware
$3.92M +$441K +15,346 +13%
KAM
28
Keeley Asset Management
Illinois
$3.5M +$3.39M +118,000 New
Allianz Asset Management
29
Allianz Asset Management
Germany
$3.35M -$79.5K -2,767 -2%
Charles Schwab
30
Charles Schwab
California
$3.31M +$39.6K +1,380 +1%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$3.07M -$353K -12,296 -11%
CRCP
32
Copper Rock Capital Partners
Massachusetts
$2.72M +$195K +6,793 +8%
TCIM
33
TIAA CREF Investment Management
New York
$2.61M -$38.8K -1,350 -2%
PPA
34
Parametric Portfolio Associates
Washington
$2.61M +$64.8K +2,257 +3%
SC
35
Scholtz & Company
Connecticut
$2.5M +$2.42M +84,350 New
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$2.45M -$244K -8,500 -9%
New York State Teachers Retirement System (NYSTRS)
37
New York State Teachers Retirement System (NYSTRS)
New York
$2.43M -$57.5K -2,000 -2%
First Trust Advisors
38
First Trust Advisors
Illinois
$2.41M -$9.16M -318,676 -80%
AG
39
Algert Global
California
$2.34M +$72.7K +2,530 +3%
RFC
40
Russell Frank Company
Washington
$2.29M +$296K +10,308 +13%
BIM
41
BlackRock Investment Management
Delaware
$2.23M +$23.4K +813 +1%
PAM
42
Panagora Asset Management
Massachusetts
$2.19M +$309K +10,747 +17%
Prudential Financial
43
Prudential Financial
New Jersey
$2.14M +$145K +5,050 +8%
KCM
44
Kennedy Capital Management
Missouri
$2.1M +$1.72M +59,745 +549%
Arrowstreet Capital
45
Arrowstreet Capital
Massachusetts
$2.03M +$814K +28,327 +71%
Millennium Management
46
Millennium Management
New York
$2.01M +$738K +25,700 +61%
NC
47
Northpointe Capital
Michigan
$1.83M +$207K +7,200 +13%
BIM
48
Bogle Investment Management
Massachusetts
$1.79M +$216K +7,525 +14%
D.E. Shaw & Co
49
D.E. Shaw & Co
New York
$1.75M -$47.8K -1,665 -3%
WA
50
Whitebox Advisors
Minnesota
$1.71M -$394K -13,717 -19%
1
2
3 4 5

HVT Hedge Fund Activity: Q1 2014 in Review

142 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Haverty Furniture Companies (HVT) for Q1 2014, worth a combined $506M — down 0.96% from $511M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new HVT positions and 9 closed out — a net gain of 13 holders — while 50 added to existing stakes and 50 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $10.5M. The largest seller was First Trust Advisors, cutting an estimated $9.16M.

  • 142 institutional investors held Haverty Furniture Companies (HVT) as of Q1 2014, up from 129 in Q4 2013.
  • Funds reported $506M of Haverty Furniture Companies stock for Q1 2014, down 0.96% quarter-over-quarter.
  • 22 funds opened new Haverty Furniture Companies positions in Q1 2014 and 9 closed out, a net change of +13 holders.
  • The largest Haverty Furniture Companies buyer in Q1 2014 was Wellington Management Group, an estimated $10.5M added.
  • The largest Haverty Furniture Companies seller in Q1 2014 was First Trust Advisors, an estimated $9.16M sold.

Based on aggregated 13F filings for Q1 2014.