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Haverty Furniture Companies

130 hedge funds and large institutions have $421M invested in Haverty Furniture Companies in 2017 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 49 increasing their positions, 44 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

11% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 44

5% more funds holding

Funds holding: 124130 (+6)

1.16% more ownership

Funds ownership: 85.64%86.8% (+1.2%)

5% more capital invested

Capital invested by funds: $402M → $421M (+$18.4M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2K

Holders
130
Holders Change
+6
Holders Change %
+4.84%
% of All Funds
3.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
49
Reduced
44
Closed
8
Calls
Puts
$2K
Net Calls
-$2K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$63.8M +$283K +11,618 +0.5%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$40.7M +$16.2K +663 +0%
Renaissance Technologies
3
Renaissance Technologies
New York
$36.1M +$882K +36,200 +3%
RA
4
Royce & Associates
New York
$28M -$5.22M -214,400 -16%
LSV Asset Management
5
LSV Asset Management
Illinois
$26.8M -$351K -14,400 -1%
NIMC
6
NWQ Investment Management Company
California
$25.4M -$294K -12,061 -1%
Vanguard Group
7
Vanguard Group
Pennsylvania
$24.3M +$786K +32,256 +3%
Northern Trust
8
Northern Trust
Illinois
$16.9M -$16K -655 -0.1%
State Street
9
State Street
Massachusetts
$12M +$205K +8,400 +2%
ICOM
10
Investment Counselors of Maryland
Maryland
$9.66M -$1.62M -66,429 -15%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$8.14M +$134K +5,488 +2%
MOACM
12
Mutual of America Capital Management
New York
$6.4M -$216K -8,871 -3%
FP
13
Foundry Partners
Minnesota
$5.6M -$81K -3,325 -1%
Morgan Stanley
14
Morgan Stanley
New York
$5.45M +$1.33M +54,778 +34%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$4.47M -$131K -5,370 -3%
Bank of America
16
Bank of America
North Carolina
$4.23M -$224K -9,200 -5%
Franklin Resources
17
Franklin Resources
California
$3.9M +$4.24K +174 +0.1%
Principal Financial Group
18
Principal Financial Group
Iowa
$3.78M +$90.8K +3,729 +3%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$3.76M +$78.5K +3,224 +2%
BCM
20
Bridgeway Capital Management
Texas
$3.59M +$1.94M +79,559 +125%
AL
21
AJO LP
Pennsylvania
$3.48M +$3.38M +138,736 New
AQR Capital Management
22
AQR Capital Management
Connecticut
$3.34M +$577K +23,672 +22%
Ameriprise
23
Ameriprise
Minnesota
$3.32M +$676K +27,753 +27%
PAM
24
Panagora Asset Management
Massachusetts
$3M +$676K +27,748 +30%
Charles Schwab
25
Charles Schwab
California
$2.72M +$509K +20,882 +24%

HVT Hedge Fund Activity: Q2 2017 in Review

130 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Haverty Furniture Companies (HVT) for Q2 2017, worth a combined $421M — up 4.6% from $402M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new HVT positions and 8 closed out — a net gain of 6 holders — while 49 added to existing stakes and 44 trimmed.

The largest buyer was AJO LP, opening a new position worth an estimated $3.38M. The largest seller was Royce & Associates, cutting an estimated $5.22M.

  • 130 institutional investors held Haverty Furniture Companies (HVT) as of Q2 2017, up from 124 in Q1 2017.
  • Funds reported $421M of Haverty Furniture Companies stock for Q2 2017, up 4.6% quarter-over-quarter.
  • 14 funds opened new Haverty Furniture Companies positions in Q2 2017 and 8 closed out, a net change of +6 holders.
  • The largest Haverty Furniture Companies buyer in Q2 2017 was AJO LP, an estimated $3.38M added.
  • The largest Haverty Furniture Companies seller in Q2 2017 was Royce & Associates, an estimated $5.22M sold.

Based on aggregated 13F filings for Q2 2017.