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Haverty Furniture Companies
HVT

142 hedge funds and large institutions have $442M invested in Haverty Furniture Companies in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 48 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,270% more call options, than puts

Call options by funds: $603K | Put options by funds: $44K

6% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 48

1.59% less ownership

Funds ownership: 88.79% → 87.19% (-1.6%)

4% less funds holding

Funds holding: 148 → 142 (-6)

6% less capital invested

Capital invested by funds: $472M → $442M (-$30.2M)

38% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 16

Holders
142
Holders Change
-6
Holders Change %
-4.05%
% of All Funds
2.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
45
Reduced
48
Closed
16
Calls
$603K
Puts
$44K
Net Calls
+$559K
Net Calls Change
-$2.61M

Top Buyers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
+$4.24M
2
JP Morgan Chase
JP Morgan Chase
New York
+$3.69M
3
CIM
Cambria Investment Management
California
+$3.59M
4
Jane Street
Jane Street
New York
+$2.45M
5
American Century Companies
American Century Companies
Missouri
+$1.23M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$13.3M
2
FTIS
First Trust Investment Solutions
Florida
-$5.11M
3
Goldman Sachs
Goldman Sachs
New York
-$2.8M
4
BlackRock
BlackRock
New York
-$2.69M
5
Northern Trust
Northern Trust
Illinois
-$1.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
126
Osaic Holdings
Arizona
$10.4K – – –
IPW
127
Impact Partnership Wealth
Georgia
$8.39K – – –
C
128
Covestor
United Kingdom
$7K +$6.29K +185 +544%
SIC
129
Salem Investment Counselors
North Carolina
$6.82K – – –
GRP
130
Global Retirement Partners
California
$5.83K – – –
W
131
WealthCollab
Washington
$5.22K – – –
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$3K +$2.52K +74 +1,480%
QCG
133
Quadrant Capital Group
Ohio
$2.94K – – –
GI
134
GAMMA Investing
California
$2.93K +$2.07K +61 +244%
Fifth Third Bancorp
135
Fifth Third Bancorp
Ohio
$2.08K – – –
US Bancorp
136
US Bancorp
Minnesota
$1.91K – – –
VCM
137
Versant Capital Management
Arizona
$819 – – –
AF
138
Allworth Financial
California
$444 – – –
FMII
139
Farmers & Merchants Investments Inc
Nebraska
$307 – – –
FFA
140
Farther Finance Advisors
California
$166 – – –
PFBT
141
Parkside Financial Bank & Trust
Missouri
$137 – – –
AWM
142
Avior Wealth Management
Nebraska
$136 +$136 +4 New
FTIS
143
First Trust Investment Solutions
Florida
– -$5.11M -144,000 Closed
Millennium Management
144
Millennium Management
New York
– -$484K -13,624 Closed
KOC
145
Koss-Olinger Consulting
Florida
– -$428K -12,058 Closed
HF
146
HRT Financial
New York
– -$422K -11,907 Closed
GCP
147
GSA Capital Partners
United Kingdom
– -$345K -9,711 Closed
YIH
148
Y-Intercept (HK)
Hong Kong
– -$237K -6,671 Closed
Susquehanna International Group
149
Susquehanna International Group
Pennsylvania
– -$213K -6,261 Closed
Manulife (Manufacturers Life Insurance)
150
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$201K -5,674 Closed
3 4 5
6
7

HVT Hedge Fund Activity: Q1 2024 in Review

142 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Haverty Furniture Companies (HVT) for Q1 2024, worth a combined $442M — down 6.4% from $472M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of HVT and 10 opened new positions — a net loss of 6 holders — while 48 trimmed existing stakes and 45 added.

The largest buyer was Franklin Resources, opening a new position worth an estimated $4.24M. The largest seller was Morgan Stanley, cutting an estimated $13.3M.

  • 142 institutional investors held Haverty Furniture Companies (HVT) as of Q1 2024, down from 148 in Q4 2023.
  • Funds reported $442M of Haverty Furniture Companies stock for Q1 2024, down 6.4% quarter-over-quarter.
  • 10 funds opened new Haverty Furniture Companies positions in Q1 2024 and 16 closed out, a net change of -6 holders.
  • The largest Haverty Furniture Companies buyer in Q1 2024 was Franklin Resources, an estimated $4.24M added.
  • The largest Haverty Furniture Companies seller in Q1 2024 was Morgan Stanley, an estimated $13.3M sold.

Based on aggregated 13F filings for Q1 2024.