Haverty Furniture Companies
HVT
125 hedge funds and large institutions have $361M invested in Haverty Furniture Companies in 2016 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 48 increasing their positions, 28 reducing their positions, and 5 closing their positions.
160% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 5
71% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 28
7% more funds holding
Funds holding: 117 → 125 (+8)
0.63% more ownership
Funds ownership: 84.74% → 85.37% (+0.63%)
1% less capital invested
Capital invested by funds: $365M → $361M (-$4.23M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NIMC
NWQ Investment Management Company
Los Angeles,
California
|
+$3.93M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
+$2.57M |
| 3 |
PCMI
Paradigm Capital Management Inc
Albany,
New York
|
+$2.32M |
| 4 |
Renaissance Technologies
New York
|
+$2.04M |
| 5 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
+$1.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$8.7M |
| 2 |
RA
Royce & Associates
New York
|
-$2.99M |
| 3 |
Bank of New York Mellon
New York
|
-$2.58M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$757K |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$551K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PIC
126
PCJ Investment Counsel
Toronto,
Ontario, Canada
| – | -$416K | -19,397 | Closed |
|
127
Balyasny Asset Management
Chicago,
Illinois
| – | -$303K | -14,130 | Closed |
|
|
BTS
128
BB&T Securities
Richmond,
Virginia
| – | -$274K | -12,800 | Closed |
|
129
Walleye Trading
New York
| – | -$105K | -4,900 | Closed |
|
130
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$1K | -56 | Closed |
|
HVT Hedge Fund Activity: Q1 2016 in Review
125 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Haverty Furniture Companies (HVT) for Q1 2016, worth a combined $361M — down 1.2% from $365M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new HVT positions and 5 closed out — a net gain of 8 holders — while 48 added to existing stakes and 28 trimmed.
The largest buyer was NWQ Investment Management Company, adding an estimated $3.93M. The largest seller was Wellington Management Group, cutting an estimated $8.7M.
- 125 institutional investors held Haverty Furniture Companies (HVT) as of Q1 2016, up from 117 in Q4 2015.
- Funds reported $361M of Haverty Furniture Companies stock for Q1 2016, down 1.2% quarter-over-quarter.
- 13 funds opened new Haverty Furniture Companies positions in Q1 2016 and 5 closed out, a net change of +8 holders.
- The largest Haverty Furniture Companies buyer in Q1 2016 was NWQ Investment Management Company, an estimated $3.93M added.
- The largest Haverty Furniture Companies seller in Q1 2016 was Wellington Management Group, an estimated $8.7M sold.
Based on aggregated 13F filings for Q1 2016.