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Haverty Furniture Companies
HVT

130 hedge funds and large institutions have $392M invested in Haverty Furniture Companies in 2016 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 32

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

20% more capital invested

Capital invested by funds: $328M → $392M (+$64.4M)

4% more funds holding

Funds holding: 125 → 130 (+5)

0.17% more ownership

Funds ownership: 86.54% → 86.72% (+0.17%)

Holders
130
Holders Change
+5
Holders Change %
+4%
% of All Funds
3.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
58
Reduced
32
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LSV Asset Management
LSV Asset Management
Illinois
+$6M
2
BFA
BlackRock Fund Advisors
California
+$4.3M
3
ICOM
Investment Counselors of Maryland
Maryland
+$1.72M
4
Morgan Stanley
Morgan Stanley
New York
+$1.7M
5
FP
Foundry Partners
Minnesota
+$1.19M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$5.15M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$3.93M
3
Franklin Resources
Franklin Resources
California
-$2.77M
4
PCMI
Paradigm Capital Management Inc
New York
-$2.74M
5
NIMC
NWQ Investment Management Company
California
-$1.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
LTFS
126
Ladenburg Thalmann Financial Services
Florida
$2K +$2.09K +100 New
Simplex Trading
127
Simplex Trading
Illinois
$2K +$2.41K +115 New
Federated Hermes
128
Federated Hermes
Pennsylvania
$1K – – –
Arrowstreet Capital
129
Arrowstreet Capital
Massachusetts
– -$3.93M -195,982 Closed
Citadel Advisors
130
Citadel Advisors
Florida
– -$1.15M -57,337 Closed
SFI
131
SPC Financial Inc
Maryland
– -$979K -48,840 Closed
Victory Capital Management
132
Victory Capital Management
Texas
– -$645K -32,196 Closed
CAM
133
ClariVest Asset Management
California
– -$411K -20,541 Closed
MCM
134
McKinley Capital Management
Alaska
– -$263K -13,120 Closed
UBS AM
135
UBS AM
Illinois
– -$246K -12,299 Closed
DTL
136
Dynamic Technology Lab
Singapore
– -$245K -12,232 Closed
MFS
137
MSI Financial Services
Massachusetts
– -$5K -250 Closed
JFA
138
JNBA Financial Advisors
Minnesota
– -$2K -101 Closed
S
139
SignatureFD
Georgia
– -$2K -101 Closed
PFBT
140
Parkside Financial Bank & Trust
Missouri
– +$356 +17 New
OSAM
141
O'Shaughnessy Asset Management
Connecticut
– +$377 +18 New
2 3 4 5
6

HVT Hedge Fund Activity: Q4 2016 in Review

130 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Haverty Furniture Companies (HVT) for Q4 2016, worth a combined $392M — up 20% from $328M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new HVT positions and 12 closed out — a net gain of 6 holders — while 58 added to existing stakes and 32 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $6M. The largest seller was Invesco, cutting an estimated $5.15M.

  • 130 institutional investors held Haverty Furniture Companies (HVT) as of Q4 2016, up from 125 in Q3 2016.
  • Funds reported $392M of Haverty Furniture Companies stock for Q4 2016, up 20% quarter-over-quarter.
  • 18 funds opened new Haverty Furniture Companies positions in Q4 2016 and 12 closed out, a net change of +6 holders.
  • The largest Haverty Furniture Companies buyer in Q4 2016 was LSV Asset Management, an estimated $6M added.
  • The largest Haverty Furniture Companies seller in Q4 2016 was Invesco, an estimated $5.15M sold.

Based on aggregated 13F filings for Q4 2016.