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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
IMS
126
Index Management Solutions
Pennsylvania
$42K +$41K +1,149 New
Royal Bank of Canada
127
Royal Bank of Canada
Ontario, Canada
$34K -$84.4K -2,364 -72%
Parallax Volatility Advisers
128
Parallax Volatility Advisers
California
$32K +$31.1K +871 New
WT
129
Whittier Trust
California
$32K +$31.3K +875 New
TRCT
130
Tower Research Capital (TRC)
New York
$22K +$21.4K +599 New
Bank of Montreal
131
Bank of Montreal
Ontario, Canada
$12K -$9.11K -255 -44%
LTFS
132
Ladenburg Thalmann Financial Services
Florida
$11K
WCBA
133
Weaver C. Barksdale & Associates
Tennessee
$9K +$929 +26 +11%
TFA
134
Transamerica Financial Advisors
Florida
$8K
GAM
135
Gemmer Asset Management
California
$6K +$6.14K +172 New
PSUF
136
People's United Financial
Connecticut
$4K
Manulife (Manufacturers Life Insurance)
137
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.62K -$37.3K -1,045 -1%
Wells Fargo
138
Wells Fargo
California
$1K -$46.5K -1,303 -98%
EFSCE
139
Enterprise Financial Services Corp (EFSC)
Missouri
$1K
AL
140
Aspiriant LLC
California
-$1.58M -40,590 Closed
YMRC
141
Yorktown Management & Research Company
Virginia
-$311K -8,000 Closed
SCM
142
Stevens Capital Management
Pennsylvania
-$301K -7,755 Closed
STC
143
SEI Trust Company
Pennsylvania
-$289K -7,438 Closed
CAM
144
Capstone Asset Management
Texas
-$227K -5,841 Closed
GCP
145
GSA Capital Partners
United Kingdom
-$221K -5,679 Closed
EMG
146
Ellington Management Group
Connecticut
-$217K -5,600 Closed
SCM
147
Shelton Capital Management
Colorado
-$202K -5,210 Closed
HNB
148
Huntington National Bank
Ohio
-$109K -2,800 Closed

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.