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Haverty Furniture Companies

127 hedge funds and large institutions have $195M invested in Haverty Furniture Companies in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 48 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.37% less ownership

Funds ownership: 94.25%93.88% (-0.37%)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

2% less funds holding

Funds holding: 130127 (-3)

25% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 48

43% less capital invested

Capital invested by funds: $344M → $195M (-$149M)

48% less call options, than puts

Call options by funds: $38K | Put options by funds: $73K

Holders
127
Holders Change
-3
Holders Change %
-2.31%
% of All Funds
2.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
36
Reduced
48
Closed
15
Calls
$38K
Puts
$73K
Net Calls
-$35K
Net Calls Change
+$215K
Name Holding Trade Value Shares
Change
Change in
Stake
Swiss National Bank
51
Swiss National Bank
Switzerland
$390K
Capital Fund Management (CFM)
52
Capital Fund Management (CFM)
France
$373K +$551K +31,344 New
SO
53
STRS Ohio
Ohio
$359K
ZIG
54
Zurich Insurance Group
Switzerland
$359K
HSBC Holdings
55
HSBC Holdings
United Kingdom
$355K -$13.5K -765 -2%
Prudential Financial
56
Prudential Financial
New Jersey
$343K -$1.81K -103 -0.4%
MERSOM
57
Municipal Employees' Retirement System of Michigan
Michigan
$341K
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$328K +$5.59K +318 +1%
AllianceBernstein
59
AllianceBernstein
Tennessee
$301K +$96.6K +5,493 +28%
Bank of America
60
Bank of America
North Carolina
$292K +$133K +7,573 +44%
JIR
61
James Investment Research
Ohio
$276K
Canada Life
62
Canada Life
Manitoba, Canada
$261K +$317 +18 +0.1%
Citadel Advisors
63
Citadel Advisors
Florida
$251K -$416K -23,643 -53%
D.E. Shaw & Co
64
D.E. Shaw & Co
New York
$237K -$295K -16,748 -46%
SEI Investments
65
SEI Investments
Pennsylvania
$225K
Comerica Bank
66
Comerica Bank
Texas
$217K +$8.6K +489 +3%
UBS AM
67
UBS AM
Illinois
$213K +$316K +17,953 New
Barclays
68
Barclays
United Kingdom
$204K -$217K -12,336 -42%
PTC
69
Petrus Trust Company
Texas
$200K +$72.8K +4,136 +33%
SOADOR
70
State of Alaska Department of Revenue
Alaska
$199K +$54.9K +3,120 +23%
SFM
71
Systematic Financial Management
New Jersey
$198K -$118K -6,730 -29%
SRAM
72
Stone Ridge Asset Management
New York
$190K
IA
73
IndexIQ Advisors
New York
$190K +$281K +15,990 New
Axa
74
Axa
France
$188K -$72.1K -4,100 -21%
TPSF
75
Texas Permanent School Fund
Texas
$182K +$52.3K +2,971 +24%

HVT Hedge Fund Activity: Q1 2020 in Review

127 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Haverty Furniture Companies (HVT) for Q1 2020, worth a combined $195M — down 43% from $344M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of HVT and 14 opened new positions — a net loss of 1 holder — while 48 trimmed existing stakes and 36 added.

The largest buyer was GMT Capital, opening a new position worth an estimated $4.55M. The largest seller was Mutual of America Capital Management, cutting an estimated $4.43M.

  • 127 institutional investors held Haverty Furniture Companies (HVT) as of Q1 2020, down from 130 in Q4 2019.
  • Funds reported $195M of Haverty Furniture Companies stock for Q1 2020, down 43% quarter-over-quarter.
  • 14 funds opened new Haverty Furniture Companies positions in Q1 2020 and 15 closed out, a net change of -1 holder.
  • The largest Haverty Furniture Companies buyer in Q1 2020 was GMT Capital, an estimated $4.55M added.
  • The largest Haverty Furniture Companies seller in Q1 2020 was Mutual of America Capital Management, an estimated $4.43M sold.

Based on aggregated 13F filings for Q1 2020.