Haverty Furniture Companies
HVT
142 hedge funds and large institutions have $506M invested in Haverty Furniture Companies in 2014 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 50 increasing their positions, 50 reducing their positions, and 9 closing their positions.
144% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 9
10% more funds holding
Funds holding: 129 → 142 (+13)
3.37% more ownership
Funds ownership: 81.38% → 84.75% (+3.4%)
0% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 50
1% less capital invested
Capital invested by funds: $511M → $506M (-$4.92M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$10.5M |
| 2 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$4.83M |
| 3 |
Renaissance Technologies
New York
|
+$4.61M |
| 4 |
Goldman Sachs
New York
|
+$3.99M |
| 5 |
KAM
Keeley Asset Management
Chicago,
Illinois
|
+$3.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$9.16M |
| 2 |
NI
Numeric Investors
Boston,
Massachusetts
|
-$7.18M |
| 3 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
-$6.13M |
| 4 |
DSC
Donald Smith & Co
New York
|
-$6M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$3.02M |
HVT Hedge Fund Activity: Q1 2014 in Review
142 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Haverty Furniture Companies (HVT) for Q1 2014, worth a combined $506M — down 0.96% from $511M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new HVT positions and 9 closed out — a net gain of 13 holders — while 50 added to existing stakes and 50 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $10.5M. The largest seller was First Trust Advisors, cutting an estimated $9.16M.
- 142 institutional investors held Haverty Furniture Companies (HVT) as of Q1 2014, up from 129 in Q4 2013.
- Funds reported $506M of Haverty Furniture Companies stock for Q1 2014, down 0.96% quarter-over-quarter.
- 22 funds opened new Haverty Furniture Companies positions in Q1 2014 and 9 closed out, a net change of +13 holders.
- The largest Haverty Furniture Companies buyer in Q1 2014 was Wellington Management Group, an estimated $10.5M added.
- The largest Haverty Furniture Companies seller in Q1 2014 was First Trust Advisors, an estimated $9.16M sold.
Based on aggregated 13F filings for Q1 2014.