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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
AllianceBernstein
76
AllianceBernstein
Tennessee
$353K – – –
NFA
77
Nationwide Fund Advisors
Ohio
$346K -$10K -511 -3%
Legal & General Group
78
Legal & General Group
United Kingdom
$341K +$254K +13,006 +326%
State of Tennessee, Department of Treasury
79
State of Tennessee, Department of Treasury
Tennessee
$330K – – –
DCM
80
Dupont Capital Management
Delaware
$330K +$323K +16,491 New
MLICM
81
Metropolitan Life Insurance Company (MetLife)
New York
$313K – – –
Bessemer Group
82
Bessemer Group
New Jersey
$301K +$293K +15,000 New
CCB
83
Cutter & Co Brokerage
Missouri
$291K -$25.4K -1,300 -8%
TPSF
84
Texas Permanent School Fund
Texas
$291K -$16.6K -849 -6%
Tudor Investment Corp
85
Tudor Investment Corp
Connecticut
$291K -$11.5K -590 -4%
AIG
86
American International Group
New York
$291K -$3.6K -184 -1%
CGH
87
Crossmark Global Holdings
Texas
$290K +$217K +11,080 New
Public Sector Pension Investment Board (PSP Investments)
88
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$283K – – –
Axa
89
Axa
France
$282K -$27.4K -1,400 -9%
Manulife (Manufacturers Life Insurance)
90
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$282K -$3.72K -190 -1%
MCM
91
McKinley Capital Management
Alaska
$263K +$257K +13,120 New
BlackRock
92
BlackRock
New York
$252K +$51.2K +2,619 +26%
UBS AM
93
UBS AM
Illinois
$246K – – –
DTL
94
Dynamic Technology Lab
Singapore
$245K +$239K +12,232 New
TRSOTSOK
95
Teachers Retirement System of the State of Kentucky
Kentucky
$224K – – –
Public Employees Retirement Association of Colorado
96
Public Employees Retirement Association of Colorado
Colorado
$220K – – –
First Trust Advisors
97
First Trust Advisors
Illinois
$208K -$254 -13 -0.1%
PAM
98
Panagora Asset Management
Massachusetts
$207K -$292K -14,925 -59%
LCM
99
Landscape Capital Management
New Jersey
$207K +$202K +10,335 New
Nisa Investment Advisors
100
Nisa Investment Advisors
Missouri
$180K – – –
2 3
4
5 6

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.