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Haverty Furniture Companies
HVT

133 hedge funds and large institutions have $264M invested in Haverty Furniture Companies in 2020 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 38 increasing their positions, 48 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

36% more capital invested

Capital invested by funds: $195M → $264M (+$69.3M)

5% more funds holding

Funds holding: 127 → 133 (+6)

1.79% more ownership

Funds ownership: 93.88% → 95.67% (+1.8%)

21% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 48

69% less call options, than puts

Call options by funds: $97K | Put options by funds: $316K

Holders
133
Holders Change
+6
Holders Change %
+4.72%
% of All Funds
2.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
38
Reduced
48
Closed
13
Calls
$97K
Puts
$316K
Net Calls
-$219K
Net Calls Change
-$184K

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$9.63M
2
WG
Winton Group
United Kingdom
+$2.55M
3
AL
AJO LP
Pennsylvania
+$2M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$1.18M
5
JP Morgan Chase
JP Morgan Chase
New York
+$1.05M

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$6.24M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$2.92M
3
Franklin Resources
Franklin Resources
California
-$1.26M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$1.12M
5
Victory Capital Management
Victory Capital Management
Texas
-$1.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
26
Martingale Asset Management
Massachusetts
$1.88M – – –
S
27
SignatureFD
Georgia
$1.64M +$2.92K +200 +0.2%
BCM
28
Bridgeway Capital Management
Texas
$1.58M -$204K -14,000 -12%
PPA
29
Parametric Portfolio Associates
Washington
$1.45M +$330K +22,615 +33%
State Board of Administration of Florida Retirement System
30
State Board of Administration of Florida Retirement System
Florida
$1.38M – – –
N
31
Nuveen
North Carolina
$1.37M -$297K -20,363 -19%
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$1.35M -$154K -10,563 -11%
Russell Investments Group
33
Russell Investments Group
United Kingdom
$1.22M -$435K -29,778 -28%
Victory Capital Management
34
Victory Capital Management
Texas
$1.13M -$1.1M -75,272 -52%
Bessemer Group
35
Bessemer Group
New Jersey
$1.03M – – –
MSL
36
Mackay Shields LLC
New York
$1.01M +$924K +63,300 New
Morgan Stanley
37
Morgan Stanley
New York
$1.01M +$144K +9,849 +18%
WCM
38
Wedge Capital Management
North Carolina
$939K -$445K -30,506 -34%
AIMCA
39
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$888K – – –
Franklin Resources
40
Franklin Resources
California
$872K -$1.26M -86,213 -58%
ZIC
41
ZWJ Investment Counsel
Georgia
$854K – – –
Millennium Management
42
Millennium Management
New York
$823K +$751K +51,413 New
New York State Teachers Retirement System (NYSTRS)
43
New York State Teachers Retirement System (NYSTRS)
New York
$814K -$41.3K -2,831 -5%
Legal & General Group
44
Legal & General Group
United Kingdom
$784K +$21.9K +1,500 +3%
Assenagon Asset Management
45
Assenagon Asset Management
Luxembourg
$755K +$689K +47,166 New
Macquarie Group
46
Macquarie Group
Australia
$725K +$20.7K +1,421 +3%
Wells Fargo
47
Wells Fargo
California
$722K -$124K -8,506 -16%
D.E. Shaw & Co
48
D.E. Shaw & Co
New York
$648K +$301K +20,608 +104%
Swiss National Bank
49
Swiss National Bank
Switzerland
$627K +$93.4K +6,400 +20%
Public Sector Pension Investment Board (PSP Investments)
50
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$618K -$29.2K -2,000 -5%
1
2
3 4 5

HVT Hedge Fund Activity: Q2 2020 in Review

133 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Haverty Furniture Companies (HVT) for Q2 2020, worth a combined $264M — up 36% from $195M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new HVT positions and 13 closed out — a net gain of 7 holders — while 38 added to existing stakes and 48 trimmed.

The largest buyer was Invesco, adding an estimated $9.63M. The largest seller was Royce & Associates, cutting an estimated $6.24M.

  • 133 institutional investors held Haverty Furniture Companies (HVT) as of Q2 2020, up from 127 in Q1 2020.
  • Funds reported $264M of Haverty Furniture Companies stock for Q2 2020, up 36% quarter-over-quarter.
  • 20 funds opened new Haverty Furniture Companies positions in Q2 2020 and 13 closed out, a net change of +7 holders.
  • The largest Haverty Furniture Companies buyer in Q2 2020 was Invesco, an estimated $9.63M added.
  • The largest Haverty Furniture Companies seller in Q2 2020 was Royce & Associates, an estimated $6.24M sold.

Based on aggregated 13F filings for Q2 2020.