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HNI Corp
HNI

149 hedge funds and large institutions have $1.3B invested in HNI Corp in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 66 increasing their positions, 48 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more call options, than puts

Call options by funds: $879K | Put options by funds: $311K

38% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 48

5% more capital invested

Capital invested by funds: $1.24B → $1.3B (+$56.6M)

0.69% more ownership

Funds ownership: 70.51% → 71.2% (+0.69%)

9% less funds holding

Funds holding: 164 → 149 (-15)

64% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 22

Holders
149
Holders Change
-15
Holders Change %
-9.15%
% of All Funds
3.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
66
Reduced
48
Closed
22
Calls
$879K
Puts
$311K
Net Calls
+$568K
Net Calls Change
+$418K

Top Buyers

Rank Fund Capital Flow
1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$19.8M
2
Wells Fargo
Wells Fargo
California
+$15.5M
3
Russell Investments Group
Russell Investments Group
United Kingdom
+$8.87M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$3.76M
5
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
+$3.53M

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$11.7M
2
Norges Bank
Norges Bank
Norway
-$7.07M
3
Morgan Stanley
Morgan Stanley
New York
-$6.7M
4
Renaissance Technologies
Renaissance Technologies
New York
-$6.08M
5
AP
AHL Partners
United Kingdom
-$5.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
51
UBS Group
Switzerland
$2.63M +$268K +7,131 +13%
Invesco
52
Invesco
Georgia
$2.59M -$214K -5,695 -8%
GC
53
Guggenheim Capital
Illinois
$2.56M +$1.09M +28,972 +88%
Retirement Systems of Alabama
54
Retirement Systems of Alabama
Alabama
$2.36M +$1.88K +50 +0.1%
Nordea Investment Management
55
Nordea Investment Management
Sweden
$2.33M +$468K +12,436 +29%
Citadel Advisors
56
Citadel Advisors
Florida
$2.31M +$1.1M +29,254 +111%
Fidelity Investments
57
Fidelity Investments
Massachusetts
$2.29M -$4.76M -126,425 -70%
Legal & General Group
58
Legal & General Group
United Kingdom
$1.91M +$318K +8,442 +22%
ZCM
59
Zebra Capital Management
Connecticut
$1.74M +$7.87K +209 +0.5%
LTFS
60
Ladenburg Thalmann Financial Services
Florida
$1.7M +$1.5M +39,957 +3,571%
D.E. Shaw & Co
61
D.E. Shaw & Co
New York
$1.59M -$1.06M -28,084 -42%
MOACM
62
Mutual of America Capital Management
New York
$1.47M -$66.6K -1,769 -5%
Prudential Financial
63
Prudential Financial
New Jersey
$1.35M -$2.32M -61,560 -65%
TPSF
64
Texas Permanent School Fund
Texas
$1.33M -$113 -3 -0%
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$1.22M +$151K +4,000 +16%
First Trust Advisors
66
First Trust Advisors
Illinois
$1.22M +$394K +10,455 +55%
State Board of Administration of Florida Retirement System
67
State Board of Administration of Florida Retirement System
Florida
$1.15M – – –
ZIG
68
Zurich Insurance Group
Switzerland
$1.14M +$1.04M +27,500 New
UBS AM
69
UBS AM
Illinois
$1.1M +$154K +4,089 +18%
SO
70
STRS Ohio
Ohio
$1.09M – – –
Canada Life
71
Canada Life
Manitoba, Canada
$1.06M -$19.1K -508 -2%
ASRS
72
Arizona State Retirement System
Arizona
$1.04M +$242K +6,417 +35%
US Bancorp
73
US Bancorp
Minnesota
$1.01M +$3.54K +94 +0.4%
MWAC
74
Mariner Wealth Advisors (Cincinnati)
Ohio
$967K – – –
MSA
75
Mason Street Advisors
Wisconsin
$908K +$13K +346 +2%
1 2
3
4 5

HNI Hedge Fund Activity: Q3 2017 in Review

149 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in HNI Corp (HNI) for Q3 2017, worth a combined $1.3B — up 4.6% from $1.24B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of HNI and 8 opened new positions — a net loss of 14 holders — while 48 trimmed existing stakes and 66 added.

The largest buyer was DePrince Race & Zollo Inc (DRZ), adding an estimated $19.8M. The largest seller was Royce & Associates, cutting an estimated $11.7M.

  • 149 institutional investors held HNI Corp (HNI) as of Q3 2017, down from 164 in Q2 2017.
  • Funds reported $1.3B of HNI Corp stock for Q3 2017, up 4.6% quarter-over-quarter.
  • 8 funds opened new HNI Corp positions in Q3 2017 and 22 closed out, a net change of -14 holders.
  • The largest HNI Corp buyer in Q3 2017 was DePrince Race & Zollo Inc (DRZ), an estimated $19.8M added.
  • The largest HNI Corp seller in Q3 2017 was Royce & Associates, an estimated $11.7M sold.

Based on aggregated 13F filings for Q3 2017.