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HNI Corp
HNI

161 hedge funds and large institutions have $1.56B invested in HNI Corp in 2014 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 39 increasing their positions, 61 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

338% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 8

42% more capital invested

Capital invested by funds: $1.1B → $1.56B (+$462M)

18% more funds holding

Funds holding: 137 → 161 (+24)

1% more ownership

Funds ownership: 67.96% → 68.96% (+1%)

36% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 61

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1K

Holders
161
Holders Change
+24
Holders Change %
+17.52%
% of All Funds
4.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
35
Increased
39
Reduced
61
Closed
8
Calls
–
Puts
$1K
Net Calls
-$1K
Net Calls Change
-$116K

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$13.7M
2
BFA
BlackRock Fund Advisors
California
+$5.52M
3
WRF
Waddell & Reed Financial
Kansas
+$4.35M
4
BIM
Bogle Investment Management
Massachusetts
+$3.52M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$3.46M

Top Sellers

Rank Fund Capital Flow
1
Harris Associates
Harris Associates
Illinois
-$20.9M
2
GC
Guggenheim Capital
Illinois
-$9.25M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$6.38M
4
SFM
Systematic Financial Management
New Jersey
-$3.28M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$2.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
51
Virtus Fund Advisers
Connecticut
$2.63M +$2.28M +50,538 +5,131%
T. Rowe Price Associates
52
T. Rowe Price Associates
Maryland
$2.58M -$90.2K -2,000 -4%
Swiss National Bank
53
Swiss National Bank
Switzerland
$2.57M +$45.1K +1,000 +2%
CIBC World Market
54
CIBC World Market
Ontario, Canada
$2.25M +$1.98M +43,963 New
State Board of Administration of Florida Retirement System
55
State Board of Administration of Florida Retirement System
Florida
$2.12M +$154K +3,425 +9%
TPSF
56
Texas Permanent School Fund
Texas
$2.04M -$41.9K -930 -2%
Canada Life
57
Canada Life
Manitoba, Canada
$1.97M +$1.61M +35,600 +1,195%
PPA
58
Parametric Portfolio Associates
Washington
$1.97M -$1.21M -26,846 -41%
Credit Agricole
59
Credit Agricole
France
$1.93M +$899K +19,939 +106%
Jacobs Levy Equity Management
60
Jacobs Levy Equity Management
New Jersey
$1.92M -$392K -8,700 -19%
CS
61
Credit Suisse
Switzerland
$1.83M +$49.5K +1,098 +3%
Renaissance Technologies
62
Renaissance Technologies
New York
$1.78M +$1.57M +34,800 New
MWAC
63
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.77M – – –
CEP
64
Chicago Equity Partners
Illinois
$1.73M +$1.53M +33,840 New
SEI Investments
65
SEI Investments
Pennsylvania
$1.66M +$1.47M +32,573 New
EAM
66
Edge Asset Management
Washington
$1.63M +$160K +3,538 +12%
First Trust Advisors
67
First Trust Advisors
Illinois
$1.6M -$182K -4,045 -11%
US Bancorp
68
US Bancorp
Minnesota
$1.45M +$28.7K +637 +2%
MOACM
69
Mutual of America Capital Management
New York
$1.43M -$7.94K -176 -0.6%
ASRS
70
Arizona State Retirement System
Arizona
$1.42M – – –
SO
71
STRS Ohio
Ohio
$1.41M -$149K -3,300 -11%
VOYA Investment Management
72
VOYA Investment Management
Georgia
$1.39M -$141K -3,137 -10%
Schroder Investment Management Group
73
Schroder Investment Management Group
United Kingdom
$1.39M -$2.08M -46,200 -63%
Citigroup
74
Citigroup
New York
$1.38M +$1.09M +24,255 +862%
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$1.25M – – –
1 2
3
4 5

HNI Hedge Fund Activity: Q4 2014 in Review

161 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in HNI Corp (HNI) for Q4 2014, worth a combined $1.56B — up 42% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new HNI positions and 8 closed out — a net gain of 27 holders — while 39 added to existing stakes and 61 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $13.7M. The largest seller was Harris Associates, cutting an estimated $20.9M.

  • 161 institutional investors held HNI Corp (HNI) as of Q4 2014, up from 137 in Q3 2014.
  • Funds reported $1.56B of HNI Corp stock for Q4 2014, up 42% quarter-over-quarter.
  • 35 funds opened new HNI Corp positions in Q4 2014 and 8 closed out, a net change of +27 holders.
  • The largest HNI Corp buyer in Q4 2014 was Fidelity Investments, an estimated $13.7M added.
  • The largest HNI Corp seller in Q4 2014 was Harris Associates, an estimated $20.9M sold.

Based on aggregated 13F filings for Q4 2014.