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Haverty Furniture Companies
HVT

131 hedge funds and large institutions have $311M invested in Haverty Furniture Companies in 2019 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 36 increasing their positions, 47 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.17% more ownership

Funds ownership: 93.23% → 93.4% (+0.17%)

7% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 27

4% less funds holding

Funds holding: 137 → 131 (-6)

19% less capital invested

Capital invested by funds: $384M → $311M (-$72.4M)

23% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 47

Holders
131
Holders Change
-6
Holders Change %
-4.38%
% of All Funds
2.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
36
Reduced
47
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HAI
Hennessy Advisors Inc
California
+$2.4M
2
N
Nuveen
North Carolina
+$2.2M
3
S
SignatureFD
Georgia
+$2.02M
4
MOACM
Mutual of America Capital Management
New York
+$1.94M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$1.87M

Top Sellers

Rank Fund Capital Flow
1
AL
AJO LP
Pennsylvania
-$4.23M
2
RA
Royce & Associates
New York
-$2.36M
3
Millennium Management
Millennium Management
New York
-$2M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$1.87M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
26
Bank of America
North Carolina
$2.35M +$20.4K +1,034 +0.8%
OAM
27
Oxford Asset Management
United Kingdom
$2.08M -$186K -9,464 -7%
HAI
28
Hennessy Advisors Inc
California
$2.08M +$2.4M +121,906 New
MAM
29
Martingale Asset Management
Massachusetts
$1.98M +$9.85K +500 +0.4%
N
30
Nuveen
North Carolina
$1.91M +$2.2M +111,890 New
Prudential Financial
31
Prudential Financial
New Jersey
$1.9M -$562K -28,500 -20%
PPA
32
Parametric Portfolio Associates
Washington
$1.75M -$754K -38,258 -27%
S
33
SignatureFD
Georgia
$1.75M +$2.02M +102,517 New
Goldman Sachs
34
Goldman Sachs
New York
$1.64M -$827K -41,966 -30%
D.E. Shaw & Co
35
D.E. Shaw & Co
New York
$1.54M -$912K -46,308 -34%
Wells Fargo
36
Wells Fargo
California
$1.46M +$699K +35,469 +70%
Barrow, Hanley, Mewhinney & Strauss
37
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.23M +$1.43M +72,493 New
ZIC
38
ZWJ Investment Counsel
Georgia
$1.17M +$1.36M +68,800 New
Bessemer Group
39
Bessemer Group
New Jersey
$1.08M – – –
State Board of Administration of Florida Retirement System
40
State Board of Administration of Florida Retirement System
Florida
$1.06M +$278K +14,117 +29%
New York State Teachers Retirement System (NYSTRS)
41
New York State Teachers Retirement System (NYSTRS)
New York
$972K -$43.5K -2,206 -4%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$950K +$19.4K +986 +2%
AIMCA
43
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$945K -$124K -6,300 -10%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$904K -$157K -7,973 -13%
Victory Capital Management
45
Victory Capital Management
Texas
$869K -$78.7K -3,993 -7%
WCM
46
Wedge Capital Management
North Carolina
$866K -$235K -11,910 -19%
Millennium Management
47
Millennium Management
New York
$767K -$2M -101,416 -69%
Legal & General Group
48
Legal & General Group
United Kingdom
$755K -$15K -763 -2%
Macquarie Group
49
Macquarie Group
Australia
$748K – – –
AQR Capital Management
50
AQR Capital Management
Connecticut
$746K -$197K -9,985 -19%
1
2
3 4 5

HVT Hedge Fund Activity: Q2 2019 in Review

131 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Haverty Furniture Companies (HVT) for Q2 2019, worth a combined $311M — down 19% from $384M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of HVT and 25 opened new positions — a net loss of 2 holders — while 47 trimmed existing stakes and 36 added.

The largest buyer was Hennessy Advisors Inc, opening a new position worth an estimated $2.4M. The largest seller was AJO LP, exiting entirely with an estimated $4.23M sold.

  • 131 institutional investors held Haverty Furniture Companies (HVT) as of Q2 2019, down from 137 in Q1 2019.
  • Funds reported $311M of Haverty Furniture Companies stock for Q2 2019, down 19% quarter-over-quarter.
  • 25 funds opened new Haverty Furniture Companies positions in Q2 2019 and 27 closed out, a net change of -2 holders.
  • The largest Haverty Furniture Companies buyer in Q2 2019 was Hennessy Advisors Inc, an estimated $2.4M added.
  • The largest Haverty Furniture Companies seller in Q2 2019 was AJO LP, an estimated $4.23M sold.

Based on aggregated 13F filings for Q2 2019.