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Haverty Furniture Companies
HVT

130 hedge funds and large institutions have $392M invested in Haverty Furniture Companies in 2016 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 32

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

20% more capital invested

Capital invested by funds: $328M → $392M (+$64.4M)

4% more funds holding

Funds holding: 125 → 130 (+5)

0.17% more ownership

Funds ownership: 86.54% → 86.72% (+0.17%)

Holders
130
Holders Change
+5
Holders Change %
+4%
% of All Funds
3.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
58
Reduced
32
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LSV Asset Management
LSV Asset Management
Illinois
+$6M
2
BFA
BlackRock Fund Advisors
California
+$4.3M
3
ICOM
Investment Counselors of Maryland
Maryland
+$1.72M
4
Morgan Stanley
Morgan Stanley
New York
+$1.7M
5
FP
Foundry Partners
Minnesota
+$1.19M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$5.15M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$3.93M
3
Franklin Resources
Franklin Resources
California
-$2.77M
4
PCMI
Paradigm Capital Management Inc
New York
-$2.74M
5
NIMC
NWQ Investment Management Company
California
-$1.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
O
76
OppenheimerFunds
New York
$519K +$47.2K +2,257 +11%
First Trust Advisors
77
First Trust Advisors
Illinois
$507K +$231K +11,034 +106%
VCM
78
Vision Capital Management
Oregon
$472K -$1.67K -80 -0.4%
Comerica Bank
79
Comerica Bank
Texas
$465K +$20.4K +975 +5%
Allianz Asset Management
80
Allianz Asset Management
Germany
$434K – – –
AllianceBernstein
81
AllianceBernstein
Tennessee
$417K – – –
BlackRock
82
BlackRock
New York
$415K +$103K +4,903 +39%
Tudor Investment Corp
83
Tudor Investment Corp
Connecticut
$409K +$56.5K +2,700 +19%
State of Tennessee, Department of Treasury
84
State of Tennessee, Department of Treasury
Tennessee
$391K – – –
GCP
85
GSA Capital Partners
United Kingdom
$390K -$822K -39,301 -71%
Deutsche Bank
86
Deutsche Bank
Germany
$385K -$259K -12,397 -43%
MLICM
87
Metropolitan Life Insurance Company (MetLife)
New York
$355K -$13.5K -646 -4%
CCB
88
Cutter & Co Brokerage
Missouri
$344K – – –
AIG
89
American International Group
New York
$339K -$4.29K -205 -1%
PCM
90
Prelude Capital Management
New York
$337K +$224K +10,692 +305%
Public Sector Pension Investment Board (PSP Investments)
91
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$335K – – –
Axa
92
Axa
France
$334K – – –
TPSF
93
Texas Permanent School Fund
Texas
$330K -$12.7K -609 -4%
Manulife (Manufacturers Life Insurance)
94
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$311K -$21.4K -1,021 -7%
Wells Fargo
95
Wells Fargo
California
$303K +$120K +5,741 +81%
TRSOTSOK
96
Teachers Retirement System of the State of Kentucky
Kentucky
$265K – – –
Public Employees Retirement Association of Colorado
97
Public Employees Retirement Association of Colorado
Colorado
$260K – – –
CAM
98
Capstone Asset Management
Texas
$256K +$226K +10,810 New
Bessemer Group
99
Bessemer Group
New Jersey
$249K -$94.2K -4,500 -30%
LCM
100
Landscape Capital Management
New Jersey
$246K +$983 +47 +0.5%
2 3
4
5 6

HVT Hedge Fund Activity: Q4 2016 in Review

130 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Haverty Furniture Companies (HVT) for Q4 2016, worth a combined $392M — up 20% from $328M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new HVT positions and 12 closed out — a net gain of 6 holders — while 58 added to existing stakes and 32 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $6M. The largest seller was Invesco, cutting an estimated $5.15M.

  • 130 institutional investors held Haverty Furniture Companies (HVT) as of Q4 2016, up from 125 in Q3 2016.
  • Funds reported $392M of Haverty Furniture Companies stock for Q4 2016, up 20% quarter-over-quarter.
  • 18 funds opened new Haverty Furniture Companies positions in Q4 2016 and 12 closed out, a net change of +6 holders.
  • The largest Haverty Furniture Companies buyer in Q4 2016 was LSV Asset Management, an estimated $6M added.
  • The largest Haverty Furniture Companies seller in Q4 2016 was Invesco, an estimated $5.15M sold.

Based on aggregated 13F filings for Q4 2016.