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Haverty Furniture Companies

144 hedge funds and large institutions have $397M invested in Haverty Furniture Companies in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 52 increasing their positions, 47 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

34,933% more call options, than puts

Call options by funds: $4.2M | Put options by funds: $12K

11% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 47

4.31% less ownership

Funds ownership: 92.13%87.82% (-4.3%)

7% less funds holding

Funds holding: 155144 (-11)

9% less capital invested

Capital invested by funds: $438M → $397M (-$40.1M)

38% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 26

Holders
144
Holders Change
-11
Holders Change %
-7.1%
% of All Funds
2.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
52
Reduced
47
Closed
26
Calls
$4.2M
Puts
$12K
Net Calls
+$4.19M
Net Calls Change
-$674K
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
101
MetLife Investment Management
New Jersey
$246K
XT
102
XTX Topco
Cayman Islands
$244K +$231K +8,071 New
AIG
103
American International Group
New York
$235K -$2.2K -77 -1%
Susquehanna International Group
104
Susquehanna International Group
Pennsylvania
$235K +$223K +7,776 New
Deutsche Bank
105
Deutsche Bank
Germany
$231K -$92.4K -3,227 -30%
Franklin Resources
106
Franklin Resources
California
$226K +$214K +7,490 New
FWM
107
ForthRight Wealth Management
Georgia
$224K
YCM
108
Yousif Capital Management
Michigan
$218K -$9.5K -332 -4%
LSERS
109
Louisiana State Employees Retirement System
Louisiana
$212K +$200K +7,000 New
MA
110
Montag & Associates
Georgia
$205K
VAM
111
Verity Asset Management
North Carolina
$204K +$193K +6,757 New
Janus Henderson Group
112
Janus Henderson Group
United Kingdom
$203K -$372 -13 -0.2%
Public Employees Retirement Association of Colorado
113
Public Employees Retirement Association of Colorado
Colorado
$197K -$14K -490 -7%
SOW
114
State of Wyoming
Wyoming
$175K -$34.6K -1,210 -17%
AB
115
Amalgamated Bank
New York
$167K -$6.3K -220 -4%
2C
116
272 Capital
Texas
$137K +$130K +4,534 New
State of Tennessee, Department of Treasury
117
State of Tennessee, Department of Treasury
Tennessee
$136K
TRSOTSOK
118
Teachers Retirement System of the State of Kentucky
Kentucky
$131K +$5.72K +200 +5%
OPERF
119
Oregon Public Employees Retirement Fund
Oregon
$127K -$5.72K -200 -5%
SAM
120
Shell Asset Management
Netherlands
$119K -$47.1K -1,646 -29%
Zurich Cantonal Bank
121
Zurich Cantonal Bank
Switzerland
$83.7K
TRCT
122
Tower Research Capital (TRC)
New York
$62.4K +$43.9K +1,534 +289%
Osaic Holdings
123
Osaic Holdings
Arizona
$62.1K +$48.4K +1,689 +468%
Amundi
124
Amundi
France
$47.2K +$44.9K +1,570 New
AIP
125
Ameritas Investment Partners
Nebraska
$41.4K

HVT Hedge Fund Activity: Q2 2023 in Review

144 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Haverty Furniture Companies (HVT) for Q2 2023, worth a combined $397M — down 9.2% from $438M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of HVT and 16 opened new positions — a net loss of 10 holders — while 47 trimmed existing stakes and 52 added.

The largest buyer was Citadel Advisors, adding an estimated $3.23M. The largest seller was Fund 1 Investments, exiting entirely with an estimated $6.81M sold.

  • 144 institutional investors held Haverty Furniture Companies (HVT) as of Q2 2023, down from 155 in Q1 2023.
  • Funds reported $397M of Haverty Furniture Companies stock for Q2 2023, down 9.2% quarter-over-quarter.
  • 16 funds opened new Haverty Furniture Companies positions in Q2 2023 and 26 closed out, a net change of -10 holders.
  • The largest Haverty Furniture Companies buyer in Q2 2023 was Citadel Advisors, an estimated $3.23M added.
  • The largest Haverty Furniture Companies seller in Q2 2023 was Fund 1 Investments, an estimated $6.81M sold.

Based on aggregated 13F filings for Q2 2023.