We are live on ! Find out more
HVT icon

Haverty Furniture Companies
HVT

177 hedge funds and large institutions have $571M invested in Haverty Furniture Companies in 2021 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 41 increasing their positions, 72 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

289% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 9

123% more call options, than puts

Call options by funds: $1.89M | Put options by funds: $848K

37% more capital invested

Capital invested by funds: $416M → $571M (+$155M)

16% more funds holding

Funds holding: 152 → 177 (+25)

1.76% more ownership

Funds ownership: 90.09% → 91.86% (+1.8%)

43% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 72

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
177
Holders Change
+25
Holders Change %
+16.45%
% of All Funds
3.11%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
35
Increased
41
Reduced
72
Closed
9
Calls
$1.89M
Puts
$848K
Net Calls
+$1.04M
Net Calls Change
+$1.84M

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$13.5M
2
JM
Jeneq Management
New York
+$6.63M
3
BlackRock
BlackRock
New York
+$6.05M
4
Victory Capital Management
Victory Capital Management
Texas
+$3.36M
5
Marshall Wace
Marshall Wace
United Kingdom
+$3.06M

Top Sellers

Rank Fund Capital Flow
1
OAM
Ophir Asset Management
Australia
-$12.3M
2
Northern Trust
Northern Trust
Illinois
-$7.53M
3
Wells Fargo
Wells Fargo
California
-$4.34M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.6M
5
JP Morgan Chase
JP Morgan Chase
New York
-$2.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
MOACM
26
Mutual of America Capital Management
New York
$3.43M -$1.72M -49,820 -35%
Ameriprise
27
Ameriprise
Minnesota
$3.26M +$402K +11,636 +15%
Russell Investments Group
28
Russell Investments Group
United Kingdom
$3.12M +$970K +28,071 +51%
RhumbLine Advisers
29
RhumbLine Advisers
Massachusetts
$3.02M +$810K +23,434 +41%
N
30
Nuveen
North Carolina
$2.92M -$118K -3,420 -4%
Los Angeles Capital Management
31
Los Angeles Capital Management
California
$2.85M -$354K -10,232 -12%
CIM
32
Cambria Investment Management
California
$2.82M +$2.62M +75,919 New
AQR Capital Management
33
AQR Capital Management
Connecticut
$2.67M +$981K +28,386 +65%
Morgan Stanley
34
Morgan Stanley
New York
$2.41M -$228K -6,608 -9%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$2.39M +$2.22M +64,332 New
SEI Investments
36
SEI Investments
Pennsylvania
$2.3M – – –
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$2.27M +$214K +6,200 +11%
HF
38
HRT Financial
New York
$2.23M +$1.73M +50,099 +501%
State Board of Administration of Florida Retirement System
39
State Board of Administration of Florida Retirement System
Florida
$2.22M -$335K -9,692 -14%
Franklin Resources
40
Franklin Resources
California
$1.92M – – –
ZIC
41
ZWJ Investment Counsel
Georgia
$1.91M – – –
Bank of America
42
Bank of America
North Carolina
$1.83M +$1.09M +31,434 +177%
Public Sector Pension Investment Board (PSP Investments)
43
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.81M +$140K +4,058 +9%
Legal & General Group
44
Legal & General Group
United Kingdom
$1.76M -$5.67K -164 -0.3%
Macquarie Group
45
Macquarie Group
Australia
$1.69M – – –
First Trust Advisors
46
First Trust Advisors
Illinois
$1.64M +$128K +3,699 +9%
UBS Group
47
UBS Group
Switzerland
$1.57M -$79.5K -2,301 -5%
New York State Teachers Retirement System (NYSTRS)
48
New York State Teachers Retirement System (NYSTRS)
New York
$1.57M -$102K -2,961 -7%
VI
49
Vestcor Inc
New Brunswick, Canada
$1.48M +$1.37M +39,695 New
AIMCA
50
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.46M – – –
1
2
3 4 5

HVT Hedge Fund Activity: Q1 2021 in Review

177 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Haverty Furniture Companies (HVT) for Q1 2021, worth a combined $571M — up 37% from $416M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new HVT positions and 9 closed out — a net gain of 26 holders — while 41 added to existing stakes and 72 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $13.5M. The largest seller was Ophir Asset Management, exiting entirely with an estimated $12.3M sold.

  • 177 institutional investors held Haverty Furniture Companies (HVT) as of Q1 2021, up from 152 in Q4 2020.
  • Funds reported $571M of Haverty Furniture Companies stock for Q1 2021, up 37% quarter-over-quarter.
  • 35 funds opened new Haverty Furniture Companies positions in Q1 2021 and 9 closed out, a net change of +26 holders.
  • The largest Haverty Furniture Companies buyer in Q1 2021 was Goldman Sachs, an estimated $13.5M added.
  • The largest Haverty Furniture Companies seller in Q1 2021 was Ophir Asset Management, an estimated $12.3M sold.

Based on aggregated 13F filings for Q1 2021.