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Haverty Furniture Companies
HVT

142 hedge funds and large institutions have $442M invested in Haverty Furniture Companies in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 48 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,270% more call options, than puts

Call options by funds: $603K | Put options by funds: $44K

6% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 48

1.59% less ownership

Funds ownership: 88.79% → 87.19% (-1.6%)

4% less funds holding

Funds holding: 148 → 142 (-6)

6% less capital invested

Capital invested by funds: $472M → $442M (-$30.2M)

38% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 16

Holders
142
Holders Change
-6
Holders Change %
-4.05%
% of All Funds
2.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
45
Reduced
48
Closed
16
Calls
$603K
Puts
$44K
Net Calls
+$559K
Net Calls Change
-$2.61M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$4.24M
2
JP Morgan Chase
JP Morgan Chase
New York
+$3.69M
3
CIM
Cambria Investment Management
California
+$3.59M
4
Jane Street
Jane Street
New York
+$2.45M
5
American Century Companies
American Century Companies
Missouri
+$1.23M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$13.3M
2
FTIS
First Trust Investment Solutions
Florida
-$5.11M
3
Goldman Sachs
Goldman Sachs
New York
-$2.8M
4
BlackRock
BlackRock
New York
-$2.69M
5
Northern Trust
Northern Trust
Illinois
-$1.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$78.4M -$2.69M -79,083 -3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$42.2M -$512K -15,058 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$37.7M +$590K +17,354 +2%
Renaissance Technologies
4
Renaissance Technologies
New York
$28.9M +$350K +10,300 +1%
LSV Asset Management
5
LSV Asset Management
Illinois
$25.6M -$442K -13,000 -2%
State Street
6
State Street
Massachusetts
$19.8M -$168K -4,952 -0.8%
CIM
7
Cambria Investment Management
California
$12.4M +$3.59M +105,559 +41%
Charles Schwab
8
Charles Schwab
California
$11M +$461K +13,557 +4%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$10.9M +$458K +13,487 +4%
Invesco
10
Invesco
Georgia
$10.6M +$54.5K +1,604 +0.5%
Northern Trust
11
Northern Trust
Illinois
$9.76M -$1.51M -44,463 -13%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$9.59M – – –
American Century Companies
13
American Century Companies
Missouri
$9.19M +$1.23M +36,290 +16%
Hotchkis & Wiley Capital Management
14
Hotchkis & Wiley Capital Management
California
$8.98M -$324K -9,520 -3%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$8.04M -$296K -8,712 -4%
Morgan Stanley
16
Morgan Stanley
New York
$7.42M -$13.3M -392,084 -64%
Ameriprise
17
Ameriprise
Minnesota
$5.57M -$546K -16,074 -9%
Citadel Advisors
18
Citadel Advisors
Florida
$5.44M -$976K -28,724 -15%
BCM
19
Bridgeway Capital Management
Texas
$5.27M +$184K +5,425 +4%
JP Morgan Chase
20
JP Morgan Chase
New York
$5.14M +$3.69M +108,513 +257%
CAMG
21
CWA Asset Management Group
Florida
$4.91M – – –
RA
22
Royce & Associates
New York
$4.71M +$107K +3,158 +2%
Franklin Resources
23
Franklin Resources
California
$4.26M +$4.24M +124,806 New
DRZID
24
DePrince Race & Zollo Inc (DRZ)
Florida
$3.88M -$188K -5,531 -5%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$3.2M +$398K +11,703 +14%
1
2 3 4 5

HVT Hedge Fund Activity: Q1 2024 in Review

142 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Haverty Furniture Companies (HVT) for Q1 2024, worth a combined $442M — down 6.4% from $472M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of HVT and 10 opened new positions — a net loss of 6 holders — while 48 trimmed existing stakes and 45 added.

The largest buyer was Franklin Resources, opening a new position worth an estimated $4.24M. The largest seller was Morgan Stanley, cutting an estimated $13.3M.

  • 142 institutional investors held Haverty Furniture Companies (HVT) as of Q1 2024, down from 148 in Q4 2023.
  • Funds reported $442M of Haverty Furniture Companies stock for Q1 2024, down 6.4% quarter-over-quarter.
  • 10 funds opened new Haverty Furniture Companies positions in Q1 2024 and 16 closed out, a net change of -6 holders.
  • The largest Haverty Furniture Companies buyer in Q1 2024 was Franklin Resources, an estimated $4.24M added.
  • The largest Haverty Furniture Companies seller in Q1 2024 was Morgan Stanley, an estimated $13.3M sold.

Based on aggregated 13F filings for Q1 2024.