Haverty Furniture Companies
HVT
117 hedge funds and large institutions have $365M invested in Haverty Furniture Companies in 2015 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 49 increasing their positions, 34 reducing their positions, and 13 closing their positions.
44% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 34
1.92% more ownership
Funds ownership: 82.82% → 84.74% (+1.9%)
5% less funds holding
Funds holding: 123 → 117 (-6)
9% less capital invested
Capital invested by funds: $401M → $365M (-$35.7M)
38% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 13
Top Buyers
Top Sellers
| 1 |
WC
Walthausen & Co
Malta,
New York
|
-$8.39M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.97M |
| 3 |
Bank of New York Mellon
New York
|
-$1.37M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.25M |
| 5 |
CCM
Cadence Capital Management
Boston,
Massachusetts
|
-$1.04M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Nisa Investment Advisors
St. Louis,
Missouri
| – | -$324K | -13,800 | Closed |
|
|
CAM
127
Capstone Asset Management
Houston,
Texas
| – | -$269K | -11,460 | Closed |
|
|
LSERS
128
Louisiana State Employees Retirement System
Baton Rouge,
Louisiana
| – | -$214K | -9,100 | Closed |
|
|
SIM
129
Sonora Investment Management
Tucson,
Arizona
| – | -$3K | -119 | Closed |
|
130
Barclays
London,
United Kingdom
| – | -$2K | -106 | Closed |
|
HVT Hedge Fund Activity: Q4 2015 in Review
117 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Haverty Furniture Companies (HVT) for Q4 2015, worth a combined $365M — down 8.9% from $401M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of HVT and 8 opened new positions — a net loss of 5 holders — while 34 trimmed existing stakes and 49 added.
The largest buyer was NWQ Investment Management Company, adding an estimated $6.71M. The largest seller was Walthausen & Co, exiting entirely with an estimated $8.39M sold.
- 117 institutional investors held Haverty Furniture Companies (HVT) as of Q4 2015, down from 123 in Q3 2015.
- Funds reported $365M of Haverty Furniture Companies stock for Q4 2015, down 8.9% quarter-over-quarter.
- 8 funds opened new Haverty Furniture Companies positions in Q4 2015 and 13 closed out, a net change of -5 holders.
- The largest Haverty Furniture Companies buyer in Q4 2015 was NWQ Investment Management Company, an estimated $6.71M added.
- The largest Haverty Furniture Companies seller in Q4 2015 was Walthausen & Co, an estimated $8.39M sold.
Based on aggregated 13F filings for Q4 2015.