Haverty Furniture Companies
HVT
133 hedge funds and large institutions have $264M invested in Haverty Furniture Companies in 2020 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 38 increasing their positions, 48 reducing their positions, and 13 closing their positions.
54% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 13
36% more capital invested
Capital invested by funds: $195M → $264M (+$69.3M)
5% more funds holding
Funds holding: 127 → 133 (+6)
1.79% more ownership
Funds ownership: 93.88% → 95.67% (+1.8%)
21% less repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 48
69% less call options, than puts
Call options by funds: $97K | Put options by funds: $316K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$9.63M |
| 2 |
WG
Winton Group
London,
United Kingdom
|
+$2.55M |
| 3 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$2M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
+$1.18M |
| 5 |
JP Morgan Chase
New York
|
+$1.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
-$6.24M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$2.92M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$1.26M |
| 4 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$1.12M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
-$1.1M |
HVT Hedge Fund Activity: Q2 2020 in Review
133 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Haverty Furniture Companies (HVT) for Q2 2020, worth a combined $264M — up 36% from $195M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new HVT positions and 13 closed out — a net gain of 7 holders — while 38 added to existing stakes and 48 trimmed.
The largest buyer was Invesco, adding an estimated $9.63M. The largest seller was Royce & Associates, cutting an estimated $6.24M.
- 133 institutional investors held Haverty Furniture Companies (HVT) as of Q2 2020, up from 127 in Q1 2020.
- Funds reported $264M of Haverty Furniture Companies stock for Q2 2020, up 36% quarter-over-quarter.
- 20 funds opened new Haverty Furniture Companies positions in Q2 2020 and 13 closed out, a net change of +7 holders.
- The largest Haverty Furniture Companies buyer in Q2 2020 was Invesco, an estimated $9.63M added.
- The largest Haverty Furniture Companies seller in Q2 2020 was Royce & Associates, an estimated $6.24M sold.
Based on aggregated 13F filings for Q2 2020.