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Haverty Furniture Companies

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: 113125 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$146K -$36.3K -1,856 -20%
Wells Fargo
102
Wells Fargo
California
$141K +$27.7K +1,415 +25%
Zurich Cantonal Bank
103
Zurich Cantonal Bank
Switzerland
$100K +$87.7K +4,485 +917%
MSA
104
Mason Street Advisors
Wisconsin
$79K -$117 -6 -0.2%
PCM
105
Prelude Capital Management
New York
$70K -$40.9K -2,092 -37%
UBS Group
106
UBS Group
Switzerland
$64K +$30.6K +1,565 +95%
BNP Paribas Financial Markets
107
BNP Paribas Financial Markets
France
$53.7K -$68.7K -3,509 -57%
PI
108
PineBridge Investments
New York
$48K +$1.23K +63 +3%
VCM
109
Versant Capital Management
Arizona
$17K -$1.39K -71 -8%
LIA
110
LS Investment Advisors
Michigan
$14K
GAM
111
Gemmer Asset Management
California
$8K
Barclays
112
Barclays
United Kingdom
$8K +$6.34K +324 +600%
BJ
113
BlackRock Japan
Japan
$8K +$8.14K +416 New
CPIG
114
Chicago Partners Investment Group
Illinois
$6K
Creative Planning
115
Creative Planning
Kansas
$6K
TRCT
116
Tower Research Capital (TRC)
New York
$6K +$2.72K +139 +81%
SWA
117
Sutton Wealth Advisors
Florida
$5.61K
MFS
118
MSI Financial Services
Massachusetts
$5K +$4.89K +250 New
MA
119
MUFG Americas
New York
$3K +$3.13K +160 New
TCIM
120
TIAA CREF Investment Management
New York
$2.27K +$477K +24,384 +27%
S
121
SignatureFD
Georgia
$2K +$783 +40 +66%
JFA
122
JNBA Financial Advisors
Minnesota
$2K +$1.98K +101 New
Federated Hermes
123
Federated Hermes
Pennsylvania
$1K
VOYA Investment Management
124
VOYA Investment Management
Georgia
$659
Wellington Management Group
125
Wellington Management Group
Massachusetts
-$9.68M -536,662 Closed

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.