We are live on ! Find out more
HNI icon

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
MC
101
Menta Capital
California
$613K +$541K +12,000 New
PP
102
Paloma Partners
Connecticut
$599K +$529K +11,739 New
AQR Capital Management
103
AQR Capital Management
Connecticut
$582K +$15.7K +348 +3%
SIM
104
Spark Investment Management
New York
$551K +$487K +10,800 New
AIP
105
Ameritas Investment Partners
Nebraska
$540K -$15.2K -337 -3%
COPPSERS
106
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$486K +$147K +3,264 +52%
TRSOTSOK
107
Teachers Retirement System of the State of Kentucky
Kentucky
$475K – – –
BCIM
108
British Columbia Investment Management
British Columbia, Canada
$460K – – –
ESBC
109
E.S. Barr & Co
Kentucky
$434K +$383K +8,500 New
AIA
110
Avalon Investment & Advisory
Texas
$417K +$368K +8,171 New
Two Sigma Advisers
111
Two Sigma Advisers
New York
$416K -$54.1K -1,200 -13%
SC
112
Scotia Capital
Ontario, Canada
$416K +$368K +8,153 New
PA
113
Profund Advisors
Maryland
$403K +$71.1K +1,576 +25%
HIM
114
Hillsdale Investment Management
Ontario, Canada
$393K +$347K +7,700 New
EGM
115
Engineers Gate Manager
New York
$393K +$347K +7,701 New
CONA
116
Capital One National Association
New York
$390K +$14.2K +315 +4%
VIA
117
Vident Investment Advisory
Georgia
$377K +$333K +7,387 New
Nomura Holdings
118
Nomura Holdings
Japan
$365K +$330K +7,314 New
NI
119
Numeric Investors
Massachusetts
$357K +$316K +7,000 New
OA
120
OFI Advisors
Pennsylvania
$344K -$107K -2,365 -26%
SGAM
121
Smith Group Asset Management
Texas
$337K -$702K -15,571 -70%
CSS
122
Cubist Systematic Strategies
Connecticut
$319K +$282K +6,243 New
SAM
123
Securian Asset Management
Minnesota
$317K -$7.35K -163 -3%
ACI
124
AMP Capital Investors
Australia
$302K – – –
Bank of Montreal
125
Bank of Montreal
Ontario, Canada
$292K +$244K +5,410 +1,774%
3 4
5
6 7

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.