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Haverty Furniture Companies
HVT

130 hedge funds and large institutions have $392M invested in Haverty Furniture Companies in 2016 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 32

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

20% more capital invested

Capital invested by funds: $328M → $392M (+$64.4M)

4% more funds holding

Funds holding: 125 → 130 (+5)

0.17% more ownership

Funds ownership: 86.54% → 86.72% (+0.17%)

Holders
130
Holders Change
+5
Holders Change %
+4%
% of All Funds
3.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
58
Reduced
32
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LSV Asset Management
LSV Asset Management
Illinois
+$6M
2
BFA
BlackRock Fund Advisors
California
+$4.3M
3
ICOM
Investment Counselors of Maryland
Maryland
+$1.72M
4
Morgan Stanley
Morgan Stanley
New York
+$1.7M
5
FP
Foundry Partners
Minnesota
+$1.19M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$5.15M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$3.93M
3
Franklin Resources
Franklin Resources
California
-$2.77M
4
PCMI
Paradigm Capital Management Inc
New York
-$2.74M
5
NIMC
NWQ Investment Management Company
California
-$1.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
SEI Investments
26
SEI Investments
Pennsylvania
$2.43M -$56.5K -2,700 -3%
Two Sigma Investments
27
Two Sigma Investments
New York
$2.39M +$583K +27,858 +38%
GC
28
Guggenheim Capital
Illinois
$2.39M +$741K +35,426 +54%
Ameriprise
29
Ameriprise
Minnesota
$2.33M +$19.6K +935 +1%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$2.3M +$77.4K +3,700 +4%
AQR Capital Management
31
AQR Capital Management
Connecticut
$2.11M +$19.1K +911 +1%
Two Sigma Advisers
32
Two Sigma Advisers
New York
$2.05M +$598K +28,584 +49%
Charles Schwab
33
Charles Schwab
California
$1.96M +$99.7K +4,765 +6%
D.E. Shaw & Co
34
D.E. Shaw & Co
New York
$1.89M +$613K +29,299 +58%
PPA
35
Parametric Portfolio Associates
Washington
$1.88M +$37K +1,767 +2%
Invesco
36
Invesco
Georgia
$1.78M -$5.15M -246,035 -77%
Goldman Sachs
37
Goldman Sachs
New York
$1.74M +$835K +39,898 +118%
New York State Teachers Retirement System (NYSTRS)
38
New York State Teachers Retirement System (NYSTRS)
New York
$1.66M -$14.6K -700 -1%
JP Morgan Chase
39
JP Morgan Chase
New York
$1.64M -$958K -45,802 -40%
RCAMU
40
Rothschild & Co Asset Management US
Connecticut
$1.56M -$166K -7,917 -11%
BA
41
BlackRock Advisors
Delaware
$1.49M +$25.4K +1,212 +2%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$1.4M – – –
Norges Bank
43
Norges Bank
Norway
$1.32M – – –
Millennium Management
44
Millennium Management
New York
$1.29M -$795K -37,987 -41%
BG
45
BlackRock Group
United Kingdom
$1.21M +$298K +14,225 +39%
TA
46
Teachers Advisors
New York
$1.18M +$1.13K +54 +0.1%
Prudential Financial
47
Prudential Financial
New Jersey
$1.17M +$13K +620 +1%
Citigroup
48
Citigroup
New York
$1.08M +$208K +9,923 +28%
Macquarie Group
49
Macquarie Group
Australia
$1.04M – – –
PH
50
Pinnacle Holdings
Oklahoma
$1.04M +$5.65K +270 +0.6%
1
2
3 4 5

HVT Hedge Fund Activity: Q4 2016 in Review

130 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Haverty Furniture Companies (HVT) for Q4 2016, worth a combined $392M — up 20% from $328M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new HVT positions and 12 closed out — a net gain of 6 holders — while 58 added to existing stakes and 32 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $6M. The largest seller was Invesco, cutting an estimated $5.15M.

  • 130 institutional investors held Haverty Furniture Companies (HVT) as of Q4 2016, up from 125 in Q3 2016.
  • Funds reported $392M of Haverty Furniture Companies stock for Q4 2016, up 20% quarter-over-quarter.
  • 18 funds opened new Haverty Furniture Companies positions in Q4 2016 and 12 closed out, a net change of +6 holders.
  • The largest Haverty Furniture Companies buyer in Q4 2016 was LSV Asset Management, an estimated $6M added.
  • The largest Haverty Furniture Companies seller in Q4 2016 was Invesco, an estimated $5.15M sold.

Based on aggregated 13F filings for Q4 2016.