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Haverty Furniture Companies

155 hedge funds and large institutions have $438M invested in Haverty Furniture Companies in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 55 increasing their positions, 53 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,658% more call options, than puts

Call options by funds: $4.95M | Put options by funds: $86K

12% more capital invested

Capital invested by funds: $389M → $438M (+$48.5M)

4% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 53

3.66% less ownership

Funds ownership: 95.79%92.13% (-3.7%)

5% less funds holding

Funds holding: 164155 (-9)

29% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 24

Holders
155
Holders Change
-9
Holders Change %
-5.49%
% of All Funds
2.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
55
Reduced
53
Closed
24
Calls
$4.95M
Puts
$86K
Net Calls
+$4.87M
Net Calls Change
+$770K
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
151
Parkside Financial Bank & Trust
Missouri
$1.88K
Federated Hermes
152
Federated Hermes
Pennsylvania
$1.88K +$509 +15 +34%
GWS
153
Glassman Wealth Services
Virginia
$702
CWA
154
Clearview Wealth Advisors
Oregon
$638 +$678 +20 New
FMII
155
Farmers & Merchants Investments Inc
Nebraska
$287
Jacobs Levy Equity Management
156
Jacobs Levy Equity Management
New Jersey
-$2.82M -94,357 Closed
ETM
157
Euclidean Technologies Management
Washington
-$2.11M -70,687 Closed
Assenagon Asset Management
158
Assenagon Asset Management
Luxembourg
-$1.62M -54,113 Closed
Squarepoint
159
Squarepoint
New York
-$1.22M -40,806 Closed
CSS
160
Cubist Systematic Strategies
Connecticut
-$1.09M -36,408 Closed
NYLIM
161
New York Life Investment Management
New York
-$639K -21,369 Closed
Marshall Wace
162
Marshall Wace
United Kingdom
-$589K -19,689 Closed
GCP
163
GSA Capital Partners
United Kingdom
-$532K -17,807 Closed
AWS
164
Atria Wealth Solutions
New York
-$529K -17,680 Closed
HighTower Advisors
165
HighTower Advisors
Illinois
-$372K -12,466 Closed
JF
166
Jump Financial
Illinois
-$333K -11,124 Closed
RJFSA
167
Raymond James Financial Services Advisors
Florida
-$294K -9,848 Closed
E
168
Ergoteles
New York
-$253K -8,451 Closed
CAPTRUST Financial Advisors
169
CAPTRUST Financial Advisors
North Carolina
-$235K -7,869 Closed
BRWA
170
B. Riley Wealth Advisors
Florida
-$228K -7,622 Closed
Cambridge Investment Research Advisors
171
Cambridge Investment Research Advisors
Iowa
-$218K -7,297 Closed
ACM
172
Aquatic Capital Management
Illinois
-$63K -2,100 Closed
PMEF
173
Point72 Middle East FZE
United Arab Emirates
-$21.9K -733 Closed
SWA
174
Sutton Wealth Advisors
Florida
-$9.42K -315 Closed
FWA
175
Freedom Wealth Alliance
Wisconsin
-$4.54K -152 Closed

HVT Hedge Fund Activity: Q1 2023 in Review

155 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Haverty Furniture Companies (HVT) for Q1 2023, worth a combined $438M — up 12% from $389M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of HVT and 17 opened new positions — a net loss of 7 holders — while 53 trimmed existing stakes and 55 added.

The largest buyer was Fund 1 Investments, adding an estimated $4.77M. The largest seller was First Trust Advisors, cutting an estimated $10.6M.

  • 155 institutional investors held Haverty Furniture Companies (HVT) as of Q1 2023, down from 164 in Q4 2022.
  • Funds reported $438M of Haverty Furniture Companies stock for Q1 2023, up 12% quarter-over-quarter.
  • 17 funds opened new Haverty Furniture Companies positions in Q1 2023 and 24 closed out, a net change of -7 holders.
  • The largest Haverty Furniture Companies buyer in Q1 2023 was Fund 1 Investments, an estimated $4.77M added.
  • The largest Haverty Furniture Companies seller in Q1 2023 was First Trust Advisors, an estimated $10.6M sold.

Based on aggregated 13F filings for Q1 2023.