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Haverty Furniture Companies
HVT

148 hedge funds and large institutions have $472M invested in Haverty Furniture Companies in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 40 increasing their positions, 54 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,446% more call options, than puts

Call options by funds: $3.26M | Put options by funds: $92K

450% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 4

28% more capital invested

Capital invested by funds: $368M → $472M (+$104M)

13% more funds holding

Funds holding: 131 → 148 (+17)

4.03% more ownership

Funds ownership: 84.76% → 88.79% (+4%)

26% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 54

Holders
148
Holders Change
+17
Holders Change %
+12.98%
% of All Funds
2.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
40
Reduced
54
Closed
4
Calls
$3.26M
Puts
$92K
Net Calls
+$3.17M
Net Calls Change
-$77K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$13M
2
BlackRock
BlackRock
New York
+$2.04M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$1.23M
4
CIM
Cambria Investment Management
California
+$1.07M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$944K

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$1.72M
2
Millennium Management
Millennium Management
New York
-$1.54M
3
LSV Asset Management
LSV Asset Management
Illinois
-$942K
4
RA
Royce & Associates
New York
-$927K
5
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
-$773K
Name Holding Trade Value Shares
Change 		Change in
Stake
Russell Investments Group
26
Russell Investments Group
United Kingdom
$2.92M +$647K +21,159 +35%
Two Sigma Advisers
27
Two Sigma Advisers
New York
$2.91M -$284K -9,300 -10%
Principal Financial Group
28
Principal Financial Group
Iowa
$2.61M -$69.1K -2,261 -3%
Two Sigma Investments
29
Two Sigma Investments
New York
$2.57M -$759K -24,838 -26%
EF
30
Empowered Funds
Pennsylvania
$2.36M +$182K +5,952 +10%
HWAM
31
Hennion & Walsh Asset Management
New Jersey
$2.12M -$465K -15,225 -20%
Assenagon Asset Management
32
Assenagon Asset Management
Luxembourg
$2.1M +$944K +30,894 +109%
AQR Capital Management
33
AQR Capital Management
Connecticut
$2.07M -$6.75K -221 -0.4%
Macquarie Group
34
Macquarie Group
Australia
$1.56M – – –
N
35
Nuveen
North Carolina
$1.52M +$12.5K +409 +1%
JP Morgan Chase
36
JP Morgan Chase
New York
$1.5M +$15.4K +505 +1%
BGIM
37
Brandywine Global Investment Management
Pennsylvania
$1.47M -$134K -4,389 -10%
State Board of Administration of Florida Retirement System
38
State Board of Administration of Florida Retirement System
Florida
$1.41M – – –
AIMCA
39
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.39M – – –
SEI Investments
40
SEI Investments
Pennsylvania
$1.39M -$187K -6,135 -14%
Bank of America
41
Bank of America
North Carolina
$1.34M +$151K +4,947 +15%
Legal & General Group
42
Legal & General Group
United Kingdom
$1.32M -$17K -557 -1%
Axa
43
Axa
France
$1.31M – – –
First Trust Advisors
44
First Trust Advisors
Illinois
$1.31M +$17.3K +565 +2%
DA
45
Denali Advisors
California
$1.24M +$171K +5,600 +19%
Barclays
46
Barclays
United Kingdom
$1.17M +$538K +17,620 +115%
New York State Teachers Retirement System (NYSTRS)
47
New York State Teachers Retirement System (NYSTRS)
New York
$1.03M -$32K -1,047 -3%
PA
48
Parallel Advisors
California
$1.02M -$978 -32 -0.1%
Public Sector Pension Investment Board (PSP Investments)
49
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$983K +$339K +11,079 +67%
Acadian Asset Management
50
Acadian Asset Management
Massachusetts
$960K -$711K -23,260 -46%
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HVT Hedge Fund Activity: Q4 2023 in Review

148 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Haverty Furniture Companies (HVT) for Q4 2023, worth a combined $472M — up 28% from $368M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new HVT positions and 4 closed out — a net gain of 18 holders — while 40 added to existing stakes and 54 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $13M. The largest seller was Ameriprise, cutting an estimated $1.72M.

  • 148 institutional investors held Haverty Furniture Companies (HVT) as of Q4 2023, up from 131 in Q3 2023.
  • Funds reported $472M of Haverty Furniture Companies stock for Q4 2023, up 28% quarter-over-quarter.
  • 22 funds opened new Haverty Furniture Companies positions in Q4 2023 and 4 closed out, a net change of +18 holders.
  • The largest Haverty Furniture Companies buyer in Q4 2023 was Morgan Stanley, an estimated $13M added.
  • The largest Haverty Furniture Companies seller in Q4 2023 was Ameriprise, an estimated $1.72M sold.

Based on aggregated 13F filings for Q4 2023.