Haverty Furniture Companies
HVT
148 hedge funds and large institutions have $472M invested in Haverty Furniture Companies in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 40 increasing their positions, 54 reducing their positions, and 4 closing their positions.
3,446% more call options, than puts
Call options by funds: $3.26M | Put options by funds: $92K
450% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 4
28% more capital invested
Capital invested by funds: $368M → $472M (+$104M)
13% more funds holding
Funds holding: 131 → 148 (+17)
4.03% more ownership
Funds ownership: 84.76% → 88.79% (+4%)
26% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 54
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$13M |
| 2 |
BlackRock
New York
|
+$2.04M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.23M |
| 4 |
CIM
Cambria Investment Management
Manhattan Beach,
California
|
+$1.07M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$944K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.72M |
| 2 |
Millennium Management
New York
|
-$1.54M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
-$942K |
| 4 |
RA
Royce & Associates
New York
|
-$927K |
| 5 |
New York State Common Retirement Fund
Albany,
New York
|
-$773K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$2.17K | -71 | -93% |
|
152
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$288 | -10 | Closed |
|
HVT Hedge Fund Activity: Q4 2023 in Review
148 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Haverty Furniture Companies (HVT) for Q4 2023, worth a combined $472M — up 28% from $368M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new HVT positions and 4 closed out — a net gain of 18 holders — while 40 added to existing stakes and 54 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $13M. The largest seller was Ameriprise, cutting an estimated $1.72M.
- 148 institutional investors held Haverty Furniture Companies (HVT) as of Q4 2023, up from 131 in Q3 2023.
- Funds reported $472M of Haverty Furniture Companies stock for Q4 2023, up 28% quarter-over-quarter.
- 22 funds opened new Haverty Furniture Companies positions in Q4 2023 and 4 closed out, a net change of +18 holders.
- The largest Haverty Furniture Companies buyer in Q4 2023 was Morgan Stanley, an estimated $13M added.
- The largest Haverty Furniture Companies seller in Q4 2023 was Ameriprise, an estimated $1.72M sold.
Based on aggregated 13F filings for Q4 2023.