We are live on ! Find out more
HVT icon

Haverty Furniture Companies

130 hedge funds and large institutions have $344M invested in Haverty Furniture Companies in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 47 increasing their positions, 43 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 43

0.62% less ownership

Funds ownership: 94.87%94.25% (-0.62%)

2% less capital invested

Capital invested by funds: $349M → $344M (-$5.71M)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

2% less funds holding

Funds holding: 132130 (-2)

83% less call options, than puts

Call options by funds: $50K | Put options by funds: $300K

Holders
130
Holders Change
-2
Holders Change %
-1.52%
% of All Funds
2.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
47
Reduced
43
Closed
12
Calls
$50K
Puts
$300K
Net Calls
-$250K
Net Calls Change
-$260K
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
26
Martingale Asset Management
Massachusetts
$2.37M +$42.4K +2,100 +2%
HAI
27
Hennessy Advisors Inc
California
$2.32M -$82.8K -4,100 -3%
Morgan Stanley
28
Morgan Stanley
New York
$2.22M +$456K +22,546 +26%
N
29
Nuveen
North Carolina
$2.13M -$63.9K -3,162 -3%
S
30
SignatureFD
Georgia
$2.07M
Russell Investments Group
31
Russell Investments Group
United Kingdom
$2.04M +$445K +22,033 +28%
Goldman Sachs
32
Goldman Sachs
New York
$1.9M -$945K -46,769 -33%
State Board of Administration of Florida Retirement System
33
State Board of Administration of Florida Retirement System
Florida
$1.74M -$20.8K -1,031 -1%
Victory Capital Management
34
Victory Capital Management
Texas
$1.37M -$63.3K -3,131 -4%
WCM
35
Wedge Capital Management
North Carolina
$1.32M +$294K +14,533 +29%
Bessemer Group
36
Bessemer Group
New Jersey
$1.3M +$30.3K +1,500 +2%
Squarepoint
37
Squarepoint
New York
$1.29M +$1.3M +64,158 New
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$1.24M +$51.1K +2,529 +4%
ZIC
39
ZWJ Investment Counsel
Georgia
$1.19M
AIMCA
40
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.12M
New York State Teachers Retirement System (NYSTRS)
41
New York State Teachers Retirement System (NYSTRS)
New York
$1.09M -$16.2K -800 -1%
WG
42
Winton Group
United Kingdom
$1.04M +$271K +13,437 +35%
UBS Group
43
UBS Group
Switzerland
$1M +$602K +29,808 +148%
Jacobs Levy Equity Management
44
Jacobs Levy Equity Management
New Jersey
$970K +$972K +48,124 New
Wells Fargo
45
Wells Fargo
California
$948K +$53K +2,624 +6%
PH
46
Pinnacle Holdings
Oklahoma
$944K -$53K -2,622 -5%
Legal & General Group
47
Legal & General Group
United Kingdom
$944K +$45.5K +2,250 +5%
AQR Capital Management
48
AQR Capital Management
Connecticut
$937K +$51.6K +2,556 +6%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$920K -$270K -13,377 -23%
Citadel Advisors
50
Citadel Advisors
Florida
$902K -$781K -38,660 -46%

HVT Hedge Fund Activity: Q4 2019 in Review

130 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Haverty Furniture Companies (HVT) for Q4 2019, worth a combined $344M — down 1.6% from $349M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of HVT and 11 opened new positions — a net loss of 1 holder — while 43 trimmed existing stakes and 47 added.

The largest buyer was CWA Asset Management Group, opening a new position worth an estimated $2.91M. The largest seller was Royce & Associates, cutting an estimated $4.7M.

  • 130 institutional investors held Haverty Furniture Companies (HVT) as of Q4 2019, down from 132 in Q3 2019.
  • Funds reported $344M of Haverty Furniture Companies stock for Q4 2019, down 1.6% quarter-over-quarter.
  • 11 funds opened new Haverty Furniture Companies positions in Q4 2019 and 12 closed out, a net change of -1 holder.
  • The largest Haverty Furniture Companies buyer in Q4 2019 was CWA Asset Management Group, an estimated $2.91M added.
  • The largest Haverty Furniture Companies seller in Q4 2019 was Royce & Associates, an estimated $4.7M sold.

Based on aggregated 13F filings for Q4 2019.