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Haverty Furniture Companies

131 hedge funds and large institutions have $311M invested in Haverty Furniture Companies in 2019 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 36 increasing their positions, 47 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.17% more ownership

Funds ownership: 93.23%93.4% (+0.17%)

7% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 27

4% less funds holding

Funds holding: 137131 (-6)

19% less capital invested

Capital invested by funds: $384M → $311M (-$72.4M)

23% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 47

Holders
131
Holders Change
-6
Holders Change %
-4.38%
% of All Funds
2.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
36
Reduced
47
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$48.3M -$114K -5,794 -0.2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$27.4M -$26.2K -1,328 -0.1%
Renaissance Technologies
3
Renaissance Technologies
New York
$24.5M -$739K -37,500 -3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$20.6M +$566K +28,706 +2%
RA
5
Royce & Associates
New York
$19.1M -$2.36M -119,600 -10%
LSV Asset Management
6
LSV Asset Management
Illinois
$17.8M -$78.8K -4,000 -0.4%
AAMU
7
Amundi Asset Management US
Massachusetts
$14M +$1.02M +51,664 +87%
Northern Trust
8
Northern Trust
Illinois
$11.2M -$27.8K -1,411 -0.2%
State Street
9
State Street
Massachusetts
$10.3M -$36.4K -1,845 -0.3%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$6.32M -$103K -5,217 -1%
MOACM
11
Mutual of America Capital Management
New York
$6.11M +$1.94M +98,253 +38%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$5.81M +$1.69M +85,561 +33%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$5.5M -$95.6K -4,851 -1%
Charles Schwab
14
Charles Schwab
California
$4.74M -$86.1K -4,369 -2%
FIM
15
Foresters Investment Management
New York
$4.08M +$847K +43,000 +22%
NIMC
16
NWQ Investment Management Company
California
$4.05M -$181K -9,178 -4%
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$3.72M +$371K +18,846 +9%
Grantham, Mayo, Van Otterloo & Co (GMO)
18
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.47M -$264K -13,400 -6%
Morgan Stanley
19
Morgan Stanley
New York
$3M +$665K +33,746 +24%
BCM
20
Bridgeway Capital Management
Texas
$2.86M
Hotchkis & Wiley Capital Management
21
Hotchkis & Wiley Capital Management
California
$2.79M +$1.87M +95,060 +138%
Invesco
22
Invesco
Georgia
$2.79M +$761K +38,603 +31%
Franklin Resources
23
Franklin Resources
California
$2.66M +$5.04K +256 +0.2%
Principal Financial Group
24
Principal Financial Group
Iowa
$2.65M +$59.9K +3,038 +2%
Ameriprise
25
Ameriprise
Minnesota
$2.45M -$281K -14,250 -9%

HVT Hedge Fund Activity: Q2 2019 in Review

131 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Haverty Furniture Companies (HVT) for Q2 2019, worth a combined $311M — down 19% from $384M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of HVT and 25 opened new positions — a net loss of 2 holders — while 47 trimmed existing stakes and 36 added.

The largest buyer was Hennessy Advisors Inc, opening a new position worth an estimated $2.4M. The largest seller was AJO LP, exiting entirely with an estimated $4.23M sold.

  • 131 institutional investors held Haverty Furniture Companies (HVT) as of Q2 2019, down from 137 in Q1 2019.
  • Funds reported $311M of Haverty Furniture Companies stock for Q2 2019, down 19% quarter-over-quarter.
  • 25 funds opened new Haverty Furniture Companies positions in Q2 2019 and 27 closed out, a net change of -2 holders.
  • The largest Haverty Furniture Companies buyer in Q2 2019 was Hennessy Advisors Inc, an estimated $2.4M added.
  • The largest Haverty Furniture Companies seller in Q2 2019 was AJO LP, an estimated $4.23M sold.

Based on aggregated 13F filings for Q2 2019.