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Haverty Furniture Companies
HVT

125 hedge funds and large institutions have $328M invested in Haverty Furniture Companies in 2016 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 40 increasing their positions, 43 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 6

11% more funds holding

Funds holding: 113 → 125 (+12)

8% more capital invested

Capital invested by funds: $303M → $328M (+$25.4M)

3.15% more ownership

Funds ownership: 83.4% → 86.54% (+3.1%)

7% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 43

Holders
125
Holders Change
+12
Holders Change %
+10.62%
% of All Funds
3.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
40
Reduced
43
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$1.65M
2
Morgan Stanley
Morgan Stanley
New York
+$1.47M
3
JP Morgan Chase
JP Morgan Chase
New York
+$1.37M
4
GC
Guggenheim Capital
Illinois
+$1.28M
5
Invesco
Invesco
Georgia
+$1.26M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$9.68M
2
NIMC
NWQ Investment Management Company
California
-$5.41M
3
RA
Royce & Associates
New York
-$3.71M
4
Franklin Resources
Franklin Resources
California
-$1.05M
5
ICOM
Investment Counselors of Maryland
Maryland
-$998K
Name Holding Trade Value Shares
Change 		Change in
Stake
Macquarie Group
51
Macquarie Group
Australia
$880K -$859K -43,900 -50%
PH
52
Pinnacle Holdings
Oklahoma
$872K -$8.9K -455 -1%
BCM
53
Bridgeway Capital Management
Texas
$862K – – –
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$790K -$35.2K -1,800 -4%
BG
55
BlackRock Group
United Kingdom
$734K +$196 +10 +0%
Citigroup
56
Citigroup
New York
$714K +$364K +18,614 +109%
CS
57
Credit Suisse
Switzerland
$681K +$180K +9,197 +37%
Goldman Sachs
58
Goldman Sachs
New York
$675K +$256K +13,070 +63%
SO
59
STRS Ohio
Ohio
$661K -$23.5K -1,200 -4%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$653K -$34K -1,738 -5%
Victory Capital Management
61
Victory Capital Management
Texas
$645K -$39.3K -2,011 -6%
Swiss National Bank
62
Swiss National Bank
Switzerland
$631K -$41.1K -2,100 -6%
MERSOM
63
Municipal Employees' Retirement System of Michigan
Michigan
$604K -$3.33K -170 -0.6%
Deutsche Bank
64
Deutsche Bank
Germany
$574K -$5.48K -280 -1%
HighTower Advisors
65
HighTower Advisors
Illinois
$559K – – –
Canada Life
66
Canada Life
Manitoba, Canada
$554K – – –
WCM
67
Wedge Capital Management
North Carolina
$496K – – –
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$460K – – –
State Board of Administration of Florida Retirement System
69
State Board of Administration of Florida Retirement System
Florida
$438K – – –
TA
70
Teton Advisors
New York
$417K – – –
CAM
71
ClariVest Asset Management
California
$411K +$402K +20,541 New
VCM
72
Vision Capital Management
Oregon
$400K -$3.33K -170 -0.8%
O
73
OppenheimerFunds
New York
$394K -$19.6K -1,000 -5%
Comerica Bank
74
Comerica Bank
Texas
$382K -$14.9K -762 -4%
Allianz Asset Management
75
Allianz Asset Management
Germany
$367K +$358K +18,311 New
1 2
3
4 5

HVT Hedge Fund Activity: Q3 2016 in Review

125 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Haverty Furniture Companies (HVT) for Q3 2016, worth a combined $328M — up 8.4% from $303M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new HVT positions and 6 closed out — a net gain of 12 holders — while 40 added to existing stakes and 43 trimmed.

The largest buyer was Acadian Asset Management, opening a new position worth an estimated $1.65M. The largest seller was Wellington Management Group, exiting entirely with an estimated $9.68M sold.

  • 125 institutional investors held Haverty Furniture Companies (HVT) as of Q3 2016, up from 113 in Q2 2016.
  • Funds reported $328M of Haverty Furniture Companies stock for Q3 2016, up 8.4% quarter-over-quarter.
  • 18 funds opened new Haverty Furniture Companies positions in Q3 2016 and 6 closed out, a net change of +12 holders.
  • The largest Haverty Furniture Companies buyer in Q3 2016 was Acadian Asset Management, an estimated $1.65M added.
  • The largest Haverty Furniture Companies seller in Q3 2016 was Wellington Management Group, an estimated $9.68M sold.

Based on aggregated 13F filings for Q3 2016.