Haverty Furniture Companies
HVT
124 hedge funds and large institutions have $402M invested in Haverty Furniture Companies in 2017 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 48 increasing their positions, 47 reducing their positions, and 8 closing their positions.
3% more capital invested
Capital invested by funds: $392M → $402M (+$10.2M)
2% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 47
0% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 8
1.08% less ownership
Funds ownership: 86.72% → 85.64% (-1.1%)
5% less funds holding
Funds holding: 130 → 124 (-6)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $3K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$57.6M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
+$4.9M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$2.09M |
| 4 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
+$1.4M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$816K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCMI
Paradigm Capital Management Inc
Albany,
New York
|
-$3.7M |
| 2 |
NIMC
NWQ Investment Management Company
Los Angeles,
California
|
-$2.67M |
| 3 |
RA
Royce & Associates
New York
|
-$1.44M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$1.32M |
| 5 |
NI
Numeric Investors
Boston,
Massachusetts
|
-$1.15M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AG
126
Algert Global
San Francisco,
California
| – | -$818K | -34,504 | Closed |
|
|
BPM
127
Bowling Portfolio Management
Cincinnati,
Ohio
| – | -$625K | -26,366 | Closed |
|
128
Allianz Asset Management
Munich,
Germany
| – | -$434K | -18,311 | Closed |
|
|
TRCT
129
Tower Research Capital (TRC)
New York
| – | -$35K | -1,513 | Closed |
|
130
Walleye Trading
New York
| – | -$36K | -1,500 | Closed |
|
|
EF
131
Empirical Finance
Havertown,
Pennsylvania
| – | -$3K | -125 | Closed |
|
|
PFBT
132
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| – | -$115 | -5 | -29% |
|
HVT Hedge Fund Activity: Q1 2017 in Review
124 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Haverty Furniture Companies (HVT) for Q1 2017, worth a combined $402M — up 2.6% from $392M a quarter earlier.
Fund positioning in HVT was balanced in Q1 2017: 8 funds opened new positions, 8 closed out, 48 added to existing stakes and 47 trimmed.
The largest buyer was BlackRock, adding an estimated $57.6M. The largest seller was Paradigm Capital Management Inc, cutting an estimated $3.7M.
- 124 institutional investors held Haverty Furniture Companies (HVT) as of Q1 2017, down from 130 in Q4 2016.
- Funds reported $402M of Haverty Furniture Companies stock for Q1 2017, up 2.6% quarter-over-quarter.
- 8 funds opened new Haverty Furniture Companies positions in Q1 2017 and 8 closed out, a net change of 0 holders.
- The largest Haverty Furniture Companies buyer in Q1 2017 was BlackRock, an estimated $57.6M added.
- The largest Haverty Furniture Companies seller in Q1 2017 was Paradigm Capital Management Inc, an estimated $3.7M sold.
Based on aggregated 13F filings for Q1 2017.