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Haverty Furniture Companies
HVT

141 hedge funds and large institutions have $393M invested in Haverty Furniture Companies in 2017 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 43 increasing their positions, 59 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

3% more funds holding

Funds holding: 137 → 141 (+4)

1.29% more ownership

Funds ownership: 88.08% → 89.37% (+1.3%)

12% less capital invested

Capital invested by funds: $447M → $393M (-$54.1M)

27% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 59

Holders
141
Holders Change
+4
Holders Change %
+2.92%
% of All Funds
3.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
43
Reduced
59
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FIM
Foresters Investment Management
New York
+$4.94M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$4.61M
3
BlackRock
BlackRock
New York
+$2.72M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$999K
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$961K

Top Sellers

Rank Fund Capital Flow
1
AL
AJO LP
Pennsylvania
-$3.03M
2
NIMC
NWQ Investment Management Company
California
-$3M
3
Morgan Stanley
Morgan Stanley
New York
-$2.39M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$1.72M
5
FP
Foundry Partners
Minnesota
-$1.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
Prudential Financial
26
Prudential Financial
New Jersey
$2.51M +$297K +12,350 +13%
Morgan Stanley
27
Morgan Stanley
New York
$2.34M -$2.39M -99,316 -49%
FP
28
Foundry Partners
Minnesota
$2.28M -$1.27M -52,775 -34%
California Public Employees Retirement System
29
California Public Employees Retirement System
California
$2.27M +$76.2K +3,166 +3%
PPA
30
Parametric Portfolio Associates
Washington
$2.23M -$42.8K -1,779 -2%
SEI Investments
31
SEI Investments
Pennsylvania
$2.09M – – –
Two Sigma Advisers
32
Two Sigma Advisers
New York
$2.06M +$57.8K +2,400 +3%
Victory Capital Management
33
Victory Capital Management
Texas
$2.04M +$502K +20,862 +30%
PAM
34
Panagora Asset Management
Massachusetts
$2.03M -$720K -29,911 -25%
D.E. Shaw & Co
35
D.E. Shaw & Co
New York
$2M +$165K +6,858 +8%
AL
36
AJO LP
Pennsylvania
$1.99M -$3.03M -126,034 -59%
TCIM
37
TIAA CREF Investment Management
New York
$1.59M -$70K -2,908 -4%
New York State Teachers Retirement System (NYSTRS)
38
New York State Teachers Retirement System (NYSTRS)
New York
$1.57M -$53K -2,200 -3%
JP Morgan Chase
39
JP Morgan Chase
New York
$1.54M +$708K +29,390 +76%
RCAMU
40
Rothschild & Co Asset Management US
Connecticut
$1.37M -$82.4K -3,422 -5%
JIR
41
James Investment Research
Ohio
$1.35M – – –
MAM
42
Martingale Asset Management
Massachusetts
$1.34M -$202K -8,400 -12%
Invesco
43
Invesco
Georgia
$1.23M -$28.6K -1,189 -2%
GC
44
Guggenheim Capital
Illinois
$1.21M -$530K -22,015 -29%
TA
45
Teachers Advisors
New York
$1.19M – – –
Macquarie Group
46
Macquarie Group
Australia
$1.18M -$284K -11,800 -18%
AIM
47
Alambic Investment Management
California
$1.17M -$223K -9,259 -15%
Deutsche Bank
48
Deutsche Bank
Germany
$1.13M +$728K +30,252 +152%
SFM
49
Systematic Financial Management
New Jersey
$1.04M -$89.1K -3,700 -7%
Two Sigma Investments
50
Two Sigma Investments
New York
$1.04M -$508K -21,112 -32%
1
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3 4 5

HVT Hedge Fund Activity: Q4 2017 in Review

141 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Haverty Furniture Companies (HVT) for Q4 2017, worth a combined $393M — down 12% from $447M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new HVT positions and 11 closed out — a net gain of 4 holders — while 43 added to existing stakes and 59 trimmed.

The largest buyer was Foresters Investment Management, opening a new position worth an estimated $4.94M. The largest seller was AJO LP, cutting an estimated $3.03M.

  • 141 institutional investors held Haverty Furniture Companies (HVT) as of Q4 2017, up from 137 in Q3 2017.
  • Funds reported $393M of Haverty Furniture Companies stock for Q4 2017, down 12% quarter-over-quarter.
  • 15 funds opened new Haverty Furniture Companies positions in Q4 2017 and 11 closed out, a net change of +4 holders.
  • The largest Haverty Furniture Companies buyer in Q4 2017 was Foresters Investment Management, an estimated $4.94M added.
  • The largest Haverty Furniture Companies seller in Q4 2017 was AJO LP, an estimated $3.03M sold.

Based on aggregated 13F filings for Q4 2017.