Haverty Furniture Companies
HVT
130 hedge funds and large institutions have $421M invested in Haverty Furniture Companies in 2017 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 49 increasing their positions, 44 reducing their positions, and 8 closing their positions.
75% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 8
11% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 44
5% more funds holding
Funds holding: 124 → 130 (+6)
1.16% more ownership
Funds ownership: 85.64% → 86.8% (+1.2%)
5% more capital invested
Capital invested by funds: $402M → $421M (+$18.4M)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $2K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$3.38M |
| 2 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$1.94M |
| 3 |
JIR
James Investment Research
Alpha,
Ohio
|
+$1.47M |
| 4 |
Morgan Stanley
New York
|
+$1.33M |
| 5 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
+$1.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
-$5.22M |
| 2 |
PCMI
Paradigm Capital Management Inc
Albany,
New York
|
-$2.97M |
| 3 |
ICOM
Investment Counselors of Maryland
Baltimore,
Maryland
|
-$1.62M |
| 4 |
Millennium Management
New York
|
-$1.48M |
| 5 |
NI
Numeric Investors
Boston,
Massachusetts
|
-$1.32M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LTFS
126
Ladenburg Thalmann Financial Services
Miami,
Florida
| $3K | – | – | – |
|
127
Federated Hermes
Pittsburgh,
Pennsylvania
| $3K | +$1.39K | +57 | +74% |
|
128
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $2K | +$1.24K | +51 | +116% |
|
|
OSAM
129
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $1K | +$195 | +8 | +26% |
|
|
PCMI
130
Paradigm Capital Management Inc
Albany,
New York
| – | -$2.97M | -121,800 | Closed |
|
|
NI
131
Numeric Investors
Boston,
Massachusetts
| – | -$1.32M | -54,376 | Closed |
|
|
DTL
132
Dynamic Technology Lab
Singapore
| – | -$733K | -30,122 | Closed |
|
|
LCM
133
Landscape Capital Management
Englewood,
New Jersey
| – | -$247K | -10,159 | Closed |
|
|
CIM
134
CIM Investment Management
Pittsburgh,
Pennsylvania
| – | -$210K | -8,630 | Closed |
|
|
CPIG
135
Chicago Partners Investment Group
Chicago,
Illinois
| – | -$7K | -300 | Closed |
|
|
ST
136
Somerset Trust
Somerset,
Pennsylvania
| – | -$4K | -154 | Closed |
|
137
Simplex Trading
Chicago,
Illinois
| – | -$3K | -133 | Closed |
|
HVT Hedge Fund Activity: Q2 2017 in Review
130 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Haverty Furniture Companies (HVT) for Q2 2017, worth a combined $421M — up 4.6% from $402M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new HVT positions and 8 closed out — a net gain of 6 holders — while 49 added to existing stakes and 44 trimmed.
The largest buyer was AJO LP, opening a new position worth an estimated $3.38M. The largest seller was Royce & Associates, cutting an estimated $5.22M.
- 130 institutional investors held Haverty Furniture Companies (HVT) as of Q2 2017, up from 124 in Q1 2017.
- Funds reported $421M of Haverty Furniture Companies stock for Q2 2017, up 4.6% quarter-over-quarter.
- 14 funds opened new Haverty Furniture Companies positions in Q2 2017 and 8 closed out, a net change of +6 holders.
- The largest Haverty Furniture Companies buyer in Q2 2017 was AJO LP, an estimated $3.38M added.
- The largest Haverty Furniture Companies seller in Q2 2017 was Royce & Associates, an estimated $5.22M sold.
Based on aggregated 13F filings for Q2 2017.