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Haverty Furniture Companies
HVT

129 hedge funds and large institutions have $511M invested in Haverty Furniture Companies in 2013 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 54 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

27% more capital invested

Capital invested by funds: $402M → $511M (+$108M)

3% more funds holding

Funds holding: 125 → 129 (+4)

0.57% less ownership

Funds ownership: 81.95% → 81.38% (-0.57%)

15% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 54

Holders
129
Holders Change
+4
Holders Change %
+3.2%
% of All Funds
3.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
46
Reduced
54
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JIR
James Investment Research
Ohio
+$6.25M
2
MSA
Mason Street Advisors
Wisconsin
+$4.22M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$4.02M
4
SFM
Systematic Financial Management
New Jersey
+$3.03M
5
GAM
Gotham Asset Management
New York
+$2.65M

Top Sellers

Rank Fund Capital Flow
1
DSC
Donald Smith & Co
New York
-$15.9M
2
Ameriprise
Ameriprise
Minnesota
-$4.1M
3
OSAM
O'Shaughnessy Asset Management
Connecticut
-$3.95M
4
BPIM
Brant Point Investment Management
New York
-$2.66M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$2.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
BNP Paribas Financial Markets
126
BNP Paribas Financial Markets
France
$10.2K +$8.97K +325 New
Creative Planning
127
Creative Planning
Kansas
$9K – – –
HF
128
Hoxton Financial
West Virginia
$6K +$5.52K +200 New
Manulife (Manufacturers Life Insurance)
129
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$479 -$5.21K -189 -1%
BPIM
130
Brant Point Investment Management
New York
– -$2.66M -108,500 Closed
Acadian Asset Management
131
Acadian Asset Management
Massachusetts
– -$2.09M -85,418 Closed
ARTA
132
A.R.T. Advisors
New York
– -$580K -23,673 Closed
Tudor Investment Corp
133
Tudor Investment Corp
Connecticut
– -$434K -17,700 Closed
ProShare Advisors
134
ProShare Advisors
Maryland
– -$318K -12,960 Closed
EMG
135
Ellington Management Group
Connecticut
– -$304K -12,400 Closed
QI
136
QS Investors
New York
– -$297K -12,100 Closed
PP
137
PDT Partners
New York
– -$243K -9,918 Closed
GMIM
138
General Motors Investment Management
New York
– -$208K -8,470 Closed
TRCT
139
Tower Research Capital (TRC)
New York
– -$51K -2,084 Closed
2 3 4 5
6

HVT Hedge Fund Activity: Q4 2013 in Review

129 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Haverty Furniture Companies (HVT) for Q4 2013, worth a combined $511M — up 27% from $402M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new HVT positions and 11 closed out — a net gain of 4 holders — while 46 added to existing stakes and 54 trimmed.

The largest buyer was James Investment Research, adding an estimated $6.25M. The largest seller was Donald Smith & Co, cutting an estimated $15.9M.

  • 129 institutional investors held Haverty Furniture Companies (HVT) as of Q4 2013, up from 125 in Q3 2013.
  • Funds reported $511M of Haverty Furniture Companies stock for Q4 2013, up 27% quarter-over-quarter.
  • 15 funds opened new Haverty Furniture Companies positions in Q4 2013 and 11 closed out, a net change of +4 holders.
  • The largest Haverty Furniture Companies buyer in Q4 2013 was James Investment Research, an estimated $6.25M added.
  • The largest Haverty Furniture Companies seller in Q4 2013 was Donald Smith & Co, an estimated $15.9M sold.

Based on aggregated 13F filings for Q4 2013.