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HNI Corp
HNI

170 hedge funds and large institutions have $976M invested in HNI Corp in 2020 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 53 increasing their positions, 63 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more capital invested

Capital invested by funds: $778M → $976M (+$197M)

2.45% more ownership

Funds ownership: 72.63% → 75.09% (+2.5%)

2% less funds holding

Funds holding: 173 → 170 (-3)

10% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 29

16% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 63

Holders
170
Holders Change
-3
Holders Change %
-1.73%
% of All Funds
3.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
53
Reduced
63
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$28M
2
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$11.4M
3
Charles Schwab
Charles Schwab
California
+$7.89M
4
ProShare Advisors
ProShare Advisors
Maryland
+$6.48M
5
CCM
Channing Capital Management
Illinois
+$4.45M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$5.39M
2
AL
AJO LP
Pennsylvania
-$4.26M
3
MWM
Merriman Wealth Management
Washington
-$3.78M
4
Citadel Advisors
Citadel Advisors
Florida
-$3.51M
5
Renaissance Technologies
Renaissance Technologies
New York
-$3.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
151
HighMark Wealth Management
Minnesota
$10K +$7.95K +312 New
Rockefeller Capital Management
152
Rockefeller Capital Management
New York
$10K +$8.46K +332 New
SFS
153
Sowell Financial Services
Arkansas
$7K – – –
S
154
SignatureFD
Georgia
$7K +$2.83K +111 +96%
TFA
155
Toth Financial Advisory
Virginia
$6K – – –
FRA
156
Front Row Advisors
California
$4K – – –
GAM
157
Gemmer Asset Management
California
$4K – – –
Osaic Holdings
158
Osaic Holdings
Arizona
$4K +$1.27K +50 +70%
NIMC
159
NWQ Investment Management Company
California
$3.4K -$2.73M -107,125 -49%
AWM
160
Avior Wealth Management
Nebraska
$3K – – –
First Manhattan
161
First Manhattan
New York
$3K – – –
PA
162
Parallel Advisors
California
$3K – – –
OPS
163
Orion Portfolio Solutions
Nebraska
$3K +$2.32K +91 New
CHA
164
Carmichael Hill & Associates
Maryland
$3K +$2.55K +100 New
FHA
165
First Horizon Advisors
Tennessee
$2K +$764 +30 +81%
HGWM
166
Harvest Group Wealth Management
Massachusetts
$1K – – –
QCG
167
Quadrant Capital Group
Ohio
$1K +$1.07K +42 New
CAPTRUST Financial Advisors
168
CAPTRUST Financial Advisors
North Carolina
$1K +$1.27K +50 New
MWM
169
Merriman Wealth Management
Washington
– -$3.78M -150,100 Closed
Millennium Management
170
Millennium Management
New York
– -$2.7M -107,282 Closed
Nordea Investment Management
171
Nordea Investment Management
Sweden
– -$1.88M -75,393 Closed
ACM
172
AlphaCrest Capital Management
New York
– -$998K -39,600 Closed
WG
173
Winton Group
United Kingdom
– -$879K -34,906 Closed
AG
174
Algert Global
California
– -$603K -23,945 Closed
CSS
175
Cubist Systematic Strategies
Connecticut
– -$498K -19,753 Closed
4 5 6
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HNI Hedge Fund Activity: Q2 2020 in Review

170 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in HNI Corp (HNI) for Q2 2020, worth a combined $976M — up 25% from $778M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of HNI and 26 opened new positions — a net loss of 3 holders — while 63 trimmed existing stakes and 53 added.

The largest buyer was Fidelity Investments, adding an estimated $28M. The largest seller was Vanguard Group, cutting an estimated $5.39M.

  • 170 institutional investors held HNI Corp (HNI) as of Q2 2020, down from 173 in Q1 2020.
  • Funds reported $976M of HNI Corp stock for Q2 2020, up 25% quarter-over-quarter.
  • 26 funds opened new HNI Corp positions in Q2 2020 and 29 closed out, a net change of -3 holders.
  • The largest HNI Corp buyer in Q2 2020 was Fidelity Investments, an estimated $28M added.
  • The largest HNI Corp seller in Q2 2020 was Vanguard Group, an estimated $5.39M sold.

Based on aggregated 13F filings for Q2 2020.