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Haverty Furniture Companies

141 hedge funds and large institutions have $393M invested in Haverty Furniture Companies in 2017 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 43 increasing their positions, 59 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

3% more funds holding

Funds holding: 137141 (+4)

1.29% more ownership

Funds ownership: 88.08%89.37% (+1.3%)

12% less capital invested

Capital invested by funds: $447M → $393M (-$54.1M)

27% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 59

Holders
141
Holders Change
+4
Holders Change %
+2.92%
% of All Funds
3.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
43
Reduced
59
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$63.7M +$2.72M +112,996 +4%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$37.3M +$126K +5,232 +0.3%
Renaissance Technologies
3
Renaissance Technologies
New York
$32.4M -$132K -5,500 -0.4%
LSV Asset Management
4
LSV Asset Management
Illinois
$23.9M -$282K -11,700 -1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$22.6M +$379K +15,738 +2%
RA
6
Royce & Associates
New York
$22.5M +$491K +20,400 +2%
NIMC
7
NWQ Investment Management Company
California
$19.1M -$3M -124,467 -13%
Northern Trust
8
Northern Trust
Illinois
$15.1M -$203K -8,415 -1%
State Street
9
State Street
Massachusetts
$11.3M +$285K +11,832 +2%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$8.14M +$405K +16,829 +5%
ICOM
11
Investment Counselors of Maryland
Maryland
$7.91M -$387K -16,076 -4%
MOACM
12
Mutual of America Capital Management
New York
$6.34M +$599K +24,886 +10%
FIM
13
Foresters Investment Management
New York
$4.64M +$4.94M +205,000 New
Assenagon Asset Management
14
Assenagon Asset Management
Luxembourg
$4.34M +$4.61M +191,673 New
AQR Capital Management
15
AQR Capital Management
Connecticut
$4.22M +$999K +41,509 +29%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$4.05M +$8.4K +349 +0.2%
Charles Schwab
17
Charles Schwab
California
$3.99M +$909K +37,746 +27%
BCM
18
Bridgeway Capital Management
Texas
$3.81M
Geode Capital Management
19
Geode Capital Management
Massachusetts
$3.67M +$191K +7,937 +5%
Franklin Resources
20
Franklin Resources
California
$3.51M -$1.66K -69 -0%
Bank of America
21
Bank of America
North Carolina
$3.5M -$120K -4,979 -3%
Goldman Sachs
22
Goldman Sachs
New York
$3.42M -$110K -4,577 -3%
Principal Financial Group
23
Principal Financial Group
Iowa
$3.36M -$35.4K -1,471 -1%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$3.32M +$961K +39,900 +37%
Ameriprise
25
Ameriprise
Minnesota
$2.87M -$57.8K -2,402 -2%

HVT Hedge Fund Activity: Q4 2017 in Review

141 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Haverty Furniture Companies (HVT) for Q4 2017, worth a combined $393M — down 12% from $447M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new HVT positions and 11 closed out — a net gain of 4 holders — while 43 added to existing stakes and 59 trimmed.

The largest buyer was Foresters Investment Management, opening a new position worth an estimated $4.94M. The largest seller was AJO LP, cutting an estimated $3.03M.

  • 141 institutional investors held Haverty Furniture Companies (HVT) as of Q4 2017, up from 137 in Q3 2017.
  • Funds reported $393M of Haverty Furniture Companies stock for Q4 2017, down 12% quarter-over-quarter.
  • 15 funds opened new Haverty Furniture Companies positions in Q4 2017 and 11 closed out, a net change of +4 holders.
  • The largest Haverty Furniture Companies buyer in Q4 2017 was Foresters Investment Management, an estimated $4.94M added.
  • The largest Haverty Furniture Companies seller in Q4 2017 was AJO LP, an estimated $3.03M sold.

Based on aggregated 13F filings for Q4 2017.