Haverty Furniture Companies
HVT
177 hedge funds and large institutions have $571M invested in Haverty Furniture Companies in 2021 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 41 increasing their positions, 72 reducing their positions, and 9 closing their positions.
289% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 9
123% more call options, than puts
Call options by funds: $1.89M | Put options by funds: $848K
37% more capital invested
Capital invested by funds: $416M → $571M (+$155M)
16% more funds holding
Funds holding: 152 → 177 (+25)
1.76% more ownership
Funds ownership: 90.09% → 91.86% (+1.8%)
43% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 72
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$13.5M |
| 2 |
JM
Jeneq Management
New York
|
+$6.63M |
| 3 |
BlackRock
New York
|
+$6.05M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$3.36M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$3.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OAM
Ophir Asset Management
Sydney,
Australia
|
-$12.3M |
| 2 |
Northern Trust
Chicago,
Illinois
|
-$7.53M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$4.34M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$2.6M |
| 5 |
JP Morgan Chase
New York
|
-$2.39M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
Walleye Capital
New York
| $222 | +$206K | +5,957 | New |
|
|
OAM
177
Ophir Asset Management
Sydney,
Australia
| – | -$12.3M | -444,869 | Closed |
|
|
TF
178
Trek Financial
Scottsdale,
Arizona
| – | -$204K | -7,368 | Closed |
|
|
MSA
179
Mason Street Advisors
Milwaukee,
Wisconsin
| – | -$172K | -6,228 | Closed |
|
|
VCG
180
Vantage Consulting Group
Virginia Beach,
Virginia
| – | -$70K | -2,535 | Closed |
|
|
PI
181
PEAK6 Investments
Chicago,
Illinois
| – | -$50.3K | -1,456 | Closed |
|
|
PWPS
182
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| – | -$24K | -873 | Closed |
|
|
LWCFA
183
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| – | -$8K | -300 | Closed |
|
|
PAM
184
Panagora Asset Management
Boston,
Massachusetts
| – | -$2K | -55 | Closed |
|
|
SWM
185
Sugarloaf Wealth Management
Duluth,
Georgia
| – | +$7.92K | +229 | New |
|
HVT Hedge Fund Activity: Q1 2021 in Review
177 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Haverty Furniture Companies (HVT) for Q1 2021, worth a combined $571M — up 37% from $416M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new HVT positions and 9 closed out — a net gain of 26 holders — while 41 added to existing stakes and 72 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $13.5M. The largest seller was Ophir Asset Management, exiting entirely with an estimated $12.3M sold.
- 177 institutional investors held Haverty Furniture Companies (HVT) as of Q1 2021, up from 152 in Q4 2020.
- Funds reported $571M of Haverty Furniture Companies stock for Q1 2021, up 37% quarter-over-quarter.
- 35 funds opened new Haverty Furniture Companies positions in Q1 2021 and 9 closed out, a net change of +26 holders.
- The largest Haverty Furniture Companies buyer in Q1 2021 was Goldman Sachs, an estimated $13.5M added.
- The largest Haverty Furniture Companies seller in Q1 2021 was Ophir Asset Management, an estimated $12.3M sold.
Based on aggregated 13F filings for Q1 2021.