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Haverty Furniture Companies

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: 125130 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
ASRS
101
Arizona State Retirement System
Arizona
$234K +$207K +9,875 New
Nisa Investment Advisors
102
Nisa Investment Advisors
Missouri
$213K
CIM
103
CIM Investment Management
Pennsylvania
$205K +$181K +8,630 New
MERSOM
104
Municipal Employees' Retirement System of Michigan
Michigan
$190K -$462K -22,060 -73%
Bank of Montreal
105
Bank of Montreal
Ontario, Canada
$183K +$25.5K +1,220 +17%
BNP Paribas Financial Markets
106
BNP Paribas Financial Markets
France
$111K +$41.7K +1,993 +74%
MSA
107
Mason Street Advisors
Wisconsin
$99K +$5.13K +245 +6%
UBS Group
108
UBS Group
Switzerland
$99K +$20.9K +1,001 +31%
AIM
109
Acrospire Investment Management
Illinois
$99K +$87.6K +4,189 New
Barclays
110
Barclays
United Kingdom
$59K +$44K +2,104 +557%
SOADOR
111
State of Alaska Department of Revenue
Alaska
$48K +$43.1K +2,060 New
Walleye Trading
112
Walleye Trading
New York
$36K +$31.4K +1,500 New
TRCT
113
Tower Research Capital (TRC)
New York
$35K +$25.2K +1,203 +388%
MAM
114
Meeder Asset Management
Ohio
$22K +$19.1K +912 New
Russell Investments Group
115
Russell Investments Group
United Kingdom
$20K +$17.5K +836 New
VCM
116
Versant Capital Management
Arizona
$18K -$2.11K -101 -12%
LIA
117
LS Investment Advisors
Michigan
$16K
BJ
118
BlackRock Japan
Japan
$13K +$3.1K +148 +36%
Zurich Cantonal Bank
119
Zurich Cantonal Bank
Switzerland
$12K -$93.8K -4,485 -90%
MA
120
MUFG Americas
New York
$12K +$7.55K +361 +226%
GAM
121
Gemmer Asset Management
California
$10K
CPIG
122
Chicago Partners Investment Group
Illinois
$7K
Creative Planning
123
Creative Planning
Kansas
$7K
SWA
124
Sutton Wealth Advisors
Florida
$6.64K
EF
125
Empirical Finance
Pennsylvania
$3K +$2.62K +125 New

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.