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Haverty Furniture Companies
HVT

142 hedge funds and large institutions have $442M invested in Haverty Furniture Companies in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 48 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,270% more call options, than puts

Call options by funds: $603K | Put options by funds: $44K

6% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 48

1.59% less ownership

Funds ownership: 88.79% → 87.19% (-1.6%)

4% less funds holding

Funds holding: 148 → 142 (-6)

6% less capital invested

Capital invested by funds: $472M → $442M (-$30.2M)

38% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 16

Holders
142
Holders Change
-6
Holders Change %
-4.05%
% of All Funds
2.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
45
Reduced
48
Closed
16
Calls
$603K
Puts
$44K
Net Calls
+$559K
Net Calls Change
-$2.61M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$4.24M
2
JP Morgan Chase
JP Morgan Chase
New York
+$3.69M
3
CIM
Cambria Investment Management
California
+$3.59M
4
Jane Street
Jane Street
New York
+$2.45M
5
American Century Companies
American Century Companies
Missouri
+$1.23M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$13.3M
2
FTIS
First Trust Investment Solutions
Florida
-$5.11M
3
Goldman Sachs
Goldman Sachs
New York
-$2.8M
4
BlackRock
BlackRock
New York
-$2.69M
5
Northern Trust
Northern Trust
Illinois
-$1.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
101
Montag & Associates
Georgia
$232K – – –
Janus Henderson Group
102
Janus Henderson Group
United Kingdom
$229K -$34 -1 -0%
LSERS
103
Louisiana State Employees Retirement System
Louisiana
$225K -$3.4K -100 -1%
OSAM
104
O'Shaughnessy Asset Management
Connecticut
$206K +$206K +6,046 New
YCM
105
Yousif Capital Management
Michigan
$206K -$19.4K -570 -9%
VCM
106
Vision Capital Management
Oregon
$205K – – –
Public Employees Retirement Association of Colorado
107
Public Employees Retirement Association of Colorado
Colorado
$191K – – –
SOW
108
State of Wyoming
Wyoming
$160K +$70.7K +2,081 +80%
Zurich Cantonal Bank
109
Zurich Cantonal Bank
Switzerland
$154K – – –
TRSOTSOK
110
Teachers Retirement System of the State of Kentucky
Kentucky
$149K – – –
AB
111
Amalgamated Bank
New York
$147K -$26.9K -792 -16%
HCA
112
Harbor Capital Advisors
Illinois
$147K +$147K +4,321 New
State of Tennessee, Department of Treasury
113
State of Tennessee, Department of Treasury
Tennessee
$123K -$29.9K -880 -20%
OPERF
114
Oregon Public Employees Retirement Fund
Oregon
$122K -$10.2K -300 -8%
Amundi
115
Amundi
France
$72K +$27.1K +797 +51%
SAM
116
Shell Asset Management
Netherlands
$68K -$10.2K -301 -10%
TRCT
117
Tower Research Capital (TRC)
New York
$48.9K -$246K -7,243 -83%
AIP
118
Ameritas Investment Partners
Nebraska
$46.8K – – –
Qube Research & Technologies (QRT)
119
Qube Research & Technologies (QRT)
United Kingdom
$42.1K +$42K +1,235 New
GCM
120
Gladius Capital Management
Illinois
$34.6K -$4.35K -128 -11%
MLICM
121
Metropolitan Life Insurance Company (MetLife)
New York
$31K – – –
Fidelity Investments
122
Fidelity Investments
Massachusetts
$28.7K +$6.93K +204 +32%
Ohio Public Employees Retirement System (OPERS)
123
Ohio Public Employees Retirement System (OPERS)
Ohio
$27.3K +$578 +17 +2%
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$21.5K +$136 +4 +0.6%
GWM
125
Geneos Wealth Management
Colorado
$17.1K – – –
3 4
5
6 7

HVT Hedge Fund Activity: Q1 2024 in Review

142 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Haverty Furniture Companies (HVT) for Q1 2024, worth a combined $442M — down 6.4% from $472M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of HVT and 10 opened new positions — a net loss of 6 holders — while 48 trimmed existing stakes and 45 added.

The largest buyer was Franklin Resources, opening a new position worth an estimated $4.24M. The largest seller was Morgan Stanley, cutting an estimated $13.3M.

  • 142 institutional investors held Haverty Furniture Companies (HVT) as of Q1 2024, down from 148 in Q4 2023.
  • Funds reported $442M of Haverty Furniture Companies stock for Q1 2024, down 6.4% quarter-over-quarter.
  • 10 funds opened new Haverty Furniture Companies positions in Q1 2024 and 16 closed out, a net change of -6 holders.
  • The largest Haverty Furniture Companies buyer in Q1 2024 was Franklin Resources, an estimated $4.24M added.
  • The largest Haverty Furniture Companies seller in Q1 2024 was Morgan Stanley, an estimated $13.3M sold.

Based on aggregated 13F filings for Q1 2024.