Haverty Furniture Companies
HVT
129 hedge funds and large institutions have $511M invested in Haverty Furniture Companies in 2013 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 54 reducing their positions, and 11 closing their positions.
36% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 11
27% more capital invested
Capital invested by funds: $402M → $511M (+$108M)
3% more funds holding
Funds holding: 125 → 129 (+4)
0.57% less ownership
Funds ownership: 81.95% → 81.38% (-0.57%)
15% less repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 54
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JIR
James Investment Research
Alpha,
Ohio
|
+$6.25M |
| 2 |
MSA
Mason Street Advisors
Milwaukee,
Wisconsin
|
+$4.22M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$4.02M |
| 4 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
+$3.03M |
| 5 |
GAM
Gotham Asset Management
New York
|
+$2.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DSC
Donald Smith & Co
New York
|
-$15.9M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.1M |
| 3 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
-$3.95M |
| 4 |
BPIM
Brant Point Investment Management
New York
|
-$2.66M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
-$2.09M |
HVT Hedge Fund Activity: Q4 2013 in Review
129 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Haverty Furniture Companies (HVT) for Q4 2013, worth a combined $511M — up 27% from $402M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new HVT positions and 11 closed out — a net gain of 4 holders — while 46 added to existing stakes and 54 trimmed.
The largest buyer was James Investment Research, adding an estimated $6.25M. The largest seller was Donald Smith & Co, cutting an estimated $15.9M.
- 129 institutional investors held Haverty Furniture Companies (HVT) as of Q4 2013, up from 125 in Q3 2013.
- Funds reported $511M of Haverty Furniture Companies stock for Q4 2013, up 27% quarter-over-quarter.
- 15 funds opened new Haverty Furniture Companies positions in Q4 2013 and 11 closed out, a net change of +4 holders.
- The largest Haverty Furniture Companies buyer in Q4 2013 was James Investment Research, an estimated $6.25M added.
- The largest Haverty Furniture Companies seller in Q4 2013 was Donald Smith & Co, an estimated $15.9M sold.
Based on aggregated 13F filings for Q4 2013.