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Haverty Furniture Companies

130 hedge funds and large institutions have $392M invested in Haverty Furniture Companies in 2016 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 32

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

20% more capital invested

Capital invested by funds: $328M → $392M (+$64.4M)

4% more funds holding

Funds holding: 125130 (+5)

0.17% more ownership

Funds ownership: 86.54%86.72% (+0.17%)

Holders
130
Holders Change
+5
Holders Change %
+4%
% of All Funds
3.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
58
Reduced
32
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$38.4M -$1.64M -78,226 -5%
BFA
2
BlackRock Fund Advisors
California
$37.5M +$4.3M +205,670 +15%
RA
3
Royce & Associates
New York
$33M -$1.74M -83,000 -6%
Renaissance Technologies
4
Renaissance Technologies
New York
$32.4M +$444K +21,200 +2%
NIMC
5
NWQ Investment Management Company
California
$27M -$1.88M -89,718 -7%
Vanguard Group
6
Vanguard Group
Pennsylvania
$21.3M +$354K +16,904 +2%
LSV Asset Management
7
LSV Asset Management
Illinois
$20.6M +$6M +286,705 +49%
Northern Trust
8
Northern Trust
Illinois
$15.7M +$269K +12,845 +2%
BIT
9
BlackRock Institutional Trust
California
$13.8M +$204K +9,736 +2%
ICOM
10
Investment Counselors of Maryland
Maryland
$11M +$1.72M +82,300 +22%
State Street
11
State Street
Massachusetts
$10.8M +$488K +23,320 +5%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$7.13M +$963K +46,038 +18%
PCMI
13
Paradigm Capital Management Inc
New York
$6.71M -$2.74M -131,022 -32%
MOACM
14
Mutual of America Capital Management
New York
$6.41M -$28.5K -1,361 -0.5%
FP
15
Foundry Partners
Minnesota
$5.37M +$1.19M +56,800 +33%
Franklin Resources
16
Franklin Resources
California
$4.75M -$2.77M -132,200 -40%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$4.33M +$8.58K +410 +0.2%
Morgan Stanley
18
Morgan Stanley
New York
$4.31M +$1.7M +81,307 +81%
Bank of America
19
Bank of America
North Carolina
$4.17M +$191K +9,118 +5%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$3.39M +$61.9K +2,959 +2%
Principal Financial Group
21
Principal Financial Group
Iowa
$3.32M +$41.5K +1,982 +1%
BIM
22
BlackRock Investment Management
Delaware
$2.5M +$367K +17,531 +20%
NI
23
Numeric Investors
Massachusetts
$2.48M +$887K +42,396 +68%
AIM
24
Alambic Investment Management
California
$2.44M +$645K +30,806 +43%
TCIM
25
TIAA CREF Investment Management
New York
$2.44M -$220K -10,525 -9%

HVT Hedge Fund Activity: Q4 2016 in Review

130 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Haverty Furniture Companies (HVT) for Q4 2016, worth a combined $392M — up 20% from $328M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new HVT positions and 12 closed out — a net gain of 6 holders — while 58 added to existing stakes and 32 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $6M. The largest seller was Invesco, cutting an estimated $5.15M.

  • 130 institutional investors held Haverty Furniture Companies (HVT) as of Q4 2016, up from 125 in Q3 2016.
  • Funds reported $392M of Haverty Furniture Companies stock for Q4 2016, up 20% quarter-over-quarter.
  • 18 funds opened new Haverty Furniture Companies positions in Q4 2016 and 12 closed out, a net change of +6 holders.
  • The largest Haverty Furniture Companies buyer in Q4 2016 was LSV Asset Management, an estimated $6M added.
  • The largest Haverty Furniture Companies seller in Q4 2016 was Invesco, an estimated $5.15M sold.

Based on aggregated 13F filings for Q4 2016.