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HNI Corp

139 hedge funds and large institutions have $1.12B invested in HNI Corp in 2014 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 49 increasing their positions, 48 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $296K | Put options by funds: $146K

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

6% more funds holding

Funds holding: 131139 (+8)

2% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 48

0.04% more ownership

Funds ownership: 67.95%67.99% (+0.04%)

6% less capital invested

Capital invested by funds: $1.19B → $1.12B (-$72.2M)

Holders
139
Holders Change
+8
Holders Change %
+6.11%
% of All Funds
4.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
49
Reduced
48
Closed
9
Calls
$296K
Puts
$146K
Net Calls
+$150K
Net Calls Change
-$54K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$6.24M +$473K +13,248 +8%
CCM
27
Cadence Capital Management
Massachusetts
$6.16M +$2.08M +58,258 +53%
TC
28
TFS Capital
Pennsylvania
$4.94M -$772K -21,602 -14%
New York State Common Retirement Fund
29
New York State Common Retirement Fund
New York
$4.7M
Bank of America
30
Bank of America
North Carolina
$4.61M -$1.72M -48,072 -28%
AIG
31
American International Group
New York
$4.45M +$6.54K +183 +0.2%
NFA
32
Nationwide Fund Advisors
Ohio
$4.03M -$65.2K -1,824 -2%
Ameriprise
33
Ameriprise
Minnesota
$4.01M +$98.8K +2,767 +3%
Morgan Stanley
34
Morgan Stanley
New York
$3.99M -$2.9M -81,090 -43%
Deutsche Bank
35
Deutsche Bank
Germany
$3.62M +$638K +17,861 +22%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$3.61M -$432K -12,100 -10%
Goldman Sachs
37
Goldman Sachs
New York
$3.37M +$328K +9,182 +11%
AllianceBernstein
38
AllianceBernstein
Tennessee
$3.06M -$713K -19,960 -19%
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$3.02M +$14.3K +400 +0.5%
Renaissance Technologies
40
Renaissance Technologies
New York
$2.91M +$2.84M +79,500 New
Citadel Advisors
41
Citadel Advisors
Florida
$2.82M +$1.77M +49,634 +181%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$2.76M -$96.8K -2,710 -3%
TA
43
Teachers Advisors
New York
$2.71M +$144K +4,020 +6%
New York State Teachers Retirement System (NYSTRS)
44
New York State Teachers Retirement System (NYSTRS)
New York
$2.7M -$17.9K -500 -0.7%
MLICM
45
Metropolitan Life Insurance Company (MetLife)
New York
$2.68M -$24.9K -698 -0.9%
Arrowstreet Capital
46
Arrowstreet Capital
Massachusetts
$2.61M -$608K -17,027 -19%
PPA
47
Parametric Portfolio Associates
Washington
$2.58M -$156K -4,355 -6%
Retirement Systems of Alabama
48
Retirement Systems of Alabama
Alabama
$2.01M -$22.1K -620 -1%
CS
49
Credit Suisse
Switzerland
$1.98M -$893K -25,000 -32%
Swiss National Bank
50
Swiss National Bank
Switzerland
$1.85M +$389K +10,900 +27%

HNI Hedge Fund Activity: Q1 2014 in Review

139 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in HNI Corp (HNI) for Q1 2014, worth a combined $1.12B — down 6.1% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new HNI positions and 9 closed out — a net gain of 8 holders — while 49 added to existing stakes and 48 trimmed.

The largest buyer was Waddell & Reed Financial, adding an estimated $7.81M. The largest seller was Fidelity Investments, cutting an estimated $25M.

  • 139 institutional investors held HNI Corp (HNI) as of Q1 2014, up from 131 in Q4 2013.
  • Funds reported $1.12B of HNI Corp stock for Q1 2014, down 6.1% quarter-over-quarter.
  • 17 funds opened new HNI Corp positions in Q1 2014 and 9 closed out, a net change of +8 holders.
  • The largest HNI Corp buyer in Q1 2014 was Waddell & Reed Financial, an estimated $7.81M added.
  • The largest HNI Corp seller in Q1 2014 was Fidelity Investments, an estimated $25M sold.

Based on aggregated 13F filings for Q1 2014.