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Haverty Furniture Companies
HVT

137 hedge funds and large institutions have $447M invested in Haverty Furniture Companies in 2017 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 50 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

6% more capital invested

Capital invested by funds: $421M → $447M (+$26.4M)

5% more funds holding

Funds holding: 130 → 137 (+7)

1.28% more ownership

Funds ownership: 86.8% → 88.08% (+1.3%)

2% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 50

Holders
137
Holders Change
+7
Holders Change %
+5.38%
% of All Funds
3.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
49
Reduced
50
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$3.78M
2
Goldman Sachs
Goldman Sachs
New York
+$2.3M
3
AL
AJO LP
Pennsylvania
+$1.8M
4
Victory Capital Management
Victory Capital Management
Texas
+$1.16M
5
Prudential Financial
Prudential Financial
New Jersey
+$792K

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$3.4M
2
FP
Foundry Partners
Minnesota
-$1.66M
3
NIMC
NWQ Investment Management Company
California
-$986K
4
BIM
Bogle Investment Management
Massachusetts
-$826K
5
AIM
Alambic Investment Management
California
-$679K
Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
126
Gemmer Asset Management
California
$13K +$1.74K +73 +17%
CPIG
127
Chicago Partners Investment Group
Illinois
$8K +$7.17K +300 New
SWA
128
Sutton Wealth Advisors
Florida
$7.32K – – –
MAM
129
Meeder Asset Management
Ohio
$5K -$3.01K -126 -40%
Federated Hermes
130
Federated Hermes
Pennsylvania
$4K – – –
Simplex Trading
131
Simplex Trading
Illinois
$4K +$4.3K +180 New
LTFS
132
Ladenburg Thalmann Financial Services
Florida
$3K – – –
PNC Financial Services Group
133
PNC Financial Services Group
Pennsylvania
$1K -$1.03K -43 -45%
OSAM
134
O'Shaughnessy Asset Management
Connecticut
$1K – – –
BIM
135
Bogle Investment Management
Massachusetts
– -$826K -32,913 Closed
TC
136
TFS Capital
Pennsylvania
– -$621K -24,758 Closed
HHC
137
Hutchin Hill Capital
New York
– -$419K -16,700 Closed
Axa
138
Axa
France
– -$354K -14,090 Closed
Susquehanna International Group
139
Susquehanna International Group
Pennsylvania
– -$235K -9,380 Closed
AIM
140
Acrospire Investment Management
Illinois
– -$61K -2,446 Closed
Creative Planning
141
Creative Planning
Kansas
– -$8K -300 Closed
WAM
142
Wealthspire Advisors (Maryland)
Maryland
– +$96 +4 New
ASN
143
Advisory Services Network
Georgia
– +$167 +7 New
2 3 4 5
6

HVT Hedge Fund Activity: Q3 2017 in Review

137 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Haverty Furniture Companies (HVT) for Q3 2017, worth a combined $447M — up 6.3% from $421M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new HVT positions and 7 closed out — a net gain of 8 holders — while 49 added to existing stakes and 50 trimmed.

The largest buyer was BlackRock, adding an estimated $3.78M. The largest seller was Royce & Associates, cutting an estimated $3.4M.

  • 137 institutional investors held Haverty Furniture Companies (HVT) as of Q3 2017, up from 130 in Q2 2017.
  • Funds reported $447M of Haverty Furniture Companies stock for Q3 2017, up 6.3% quarter-over-quarter.
  • 15 funds opened new Haverty Furniture Companies positions in Q3 2017 and 7 closed out, a net change of +8 holders.
  • The largest Haverty Furniture Companies buyer in Q3 2017 was BlackRock, an estimated $3.78M added.
  • The largest Haverty Furniture Companies seller in Q3 2017 was Royce & Associates, an estimated $3.4M sold.

Based on aggregated 13F filings for Q3 2017.