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Haverty Furniture Companies
HVT

125 hedge funds and large institutions have $402M invested in Haverty Furniture Companies in 2013 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 51 increasing their positions, 40 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

100% more call options, than puts

Call options by funds: $2K | Put options by funds: $1K

28% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 40

9% more capital invested

Capital invested by funds: $370M → $402M (+$32.7M)

8% more funds holding

Funds holding: 116 → 125 (+9)

0.12% more ownership

Funds ownership: 81.83% → 81.95% (+0.12%)

Holders
125
Holders Change
+9
Holders Change %
+7.76%
% of All Funds
4.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
51
Reduced
40
Closed
7
Calls
$2K
Puts
$1K
Net Calls
+$1K
Net Calls Change
+$1K

Top Buyers

Rank Fund Capital Flow
1
SFM
Systematic Financial Management
New Jersey
+$4.07M
2
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$3.41M
3
BPIM
Brant Point Investment Management
New York
+$2.74M
4
BFA
BlackRock Fund Advisors
California
+$2.66M
5
GC
Guggenheim Capital
Illinois
+$2.49M

Top Sellers

Rank Fund Capital Flow
1
PC
Pier Capital
Connecticut
-$6M
2
DSC
Donald Smith & Co
New York
-$5.46M
3
RA
Royce & Associates
New York
-$4.39M
4
NC
Northpointe Capital
Michigan
-$2.32M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
51
Morgan Stanley
New York
$1.28M -$1.06M -41,969 -45%
Public Sector Pension Investment Board (PSP Investments)
52
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.17M +$265K +10,500 +28%
Bank of America
53
Bank of America
North Carolina
$1.07M -$693K -27,484 -39%
EI
54
EAM Investors
California
$1.04M -$1.1M -43,621 -51%
SO
55
STRS Ohio
Ohio
$917K – – –
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$872K +$28.2K +1,119 +3%
MCM
57
Munder Capital Management
Michigan
$859K +$883K +35,000 New
CS
58
Credit Suisse
Switzerland
$830K +$439K +17,412 +106%
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$801K -$6.2K -246 -0.7%
Deutsche Bank
60
Deutsche Bank
Germany
$756K +$311K +12,346 +67%
HighTower Advisors
61
HighTower Advisors
Illinois
$751K +$772K +30,621 New
Wells Fargo
62
Wells Fargo
California
$747K -$4.62K -183 -0.6%
Arrowstreet Capital
63
Arrowstreet Capital
Massachusetts
$683K +$155K +6,140 +28%
State Board of Administration of Florida Retirement System
64
State Board of Administration of Florida Retirement System
Florida
$667K – – –
TA
65
Teachers Advisors
New York
$665K -$92.6K -3,672 -12%
MC
66
Menta Capital
California
$658K +$171K +6,780 +34%
Jacobs Levy Equity Management
67
Jacobs Levy Equity Management
New Jersey
$628K +$646K +25,600 New
WCM
68
Wedge Capital Management
North Carolina
$590K +$108K +4,300 +22%
GCP
69
GSA Capital Partners
United Kingdom
$583K +$15.1K +600 +3%
ARTA
70
A.R.T. Advisors
New York
$580K -$133K -5,273 -18%
FCBT
71
First Citizens Bank & Trust
North Carolina
$551K +$95.9K +3,803 +20%
Comerica Bank
72
Comerica Bank
Texas
$543K +$21.7K +862 +4%
VCM
73
Vision Capital Management
Oregon
$527K – – –
TPSF
74
Texas Permanent School Fund
Texas
$520K -$27.7K -1,099 -5%
State of Tennessee, Department of Treasury
75
State of Tennessee, Department of Treasury
Tennessee
$513K +$527K +20,900 New
1 2
3
4 5

HVT Hedge Fund Activity: Q3 2013 in Review

125 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Haverty Furniture Companies (HVT) for Q3 2013, worth a combined $402M — up 8.8% from $370M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new HVT positions and 7 closed out — a net gain of 9 holders — while 51 added to existing stakes and 40 trimmed.

The largest buyer was Systematic Financial Management, opening a new position worth an estimated $4.07M. The largest seller was Pier Capital, exiting entirely with an estimated $6M sold.

  • 125 institutional investors held Haverty Furniture Companies (HVT) as of Q3 2013, up from 116 in Q2 2013.
  • Funds reported $402M of Haverty Furniture Companies stock for Q3 2013, up 8.8% quarter-over-quarter.
  • 16 funds opened new Haverty Furniture Companies positions in Q3 2013 and 7 closed out, a net change of +9 holders.
  • The largest Haverty Furniture Companies buyer in Q3 2013 was Systematic Financial Management, an estimated $4.07M added.
  • The largest Haverty Furniture Companies seller in Q3 2013 was Pier Capital, an estimated $6M sold.

Based on aggregated 13F filings for Q3 2013.