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HNI Corp
HNI

177 hedge funds and large institutions have $1.09B invested in HNI Corp in 2020 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 58 increasing their positions, 59 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 11

12% more funds holding

Funds holding: 158 → 177 (+19)

10% more capital invested

Capital invested by funds: $994M → $1.09B (+$99.1M)

0.24% more ownership

Funds ownership: 74.28% → 74.51% (+0.24%)

2% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 59

Holders
177
Holders Change
+19
Holders Change %
+12.03%
% of All Funds
3.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
58
Reduced
59
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Lazard Asset Management
Lazard Asset Management
New York
+$12M
2
BlackRock
BlackRock
New York
+$7.48M
3
Norges Bank
Norges Bank
Norway
+$6.25M
4
MWM
Merriman Wealth Management
Washington
+$5.39M
5
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
+$4.66M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$36.3M
2
CCM
Channing Capital Management
Illinois
-$6.61M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$3.01M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$2.47M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
151
Janiczek Wealth Management
Colorado
$26K +$19.7K +549 +268%
Barrow, Hanley, Mewhinney & Strauss
152
Barrow, Hanley, Mewhinney & Strauss
Texas
$22K -$38K -1,057 -62%
MAM
153
Meeder Asset Management
Ohio
$18K -$585K -16,271 -97%
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$13K – – –
S
155
SignatureFD
Georgia
$8K – – –
SFS
156
Sowell Financial Services
Arkansas
$8K – – –
LWCFA
157
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8K +$7.98K +222 New
PWPS
158
Pinnacle Wealth Planning Services
Ohio
$8K +$8.27K +230 New
TFA
159
Toth Financial Advisory
Virginia
$7K – – –
PA
160
Parallel Advisors
California
$6K +$72 +2 +1%
GAM
161
Gemmer Asset Management
California
$5K – – –
CAPTRUST Financial Advisors
162
CAPTRUST Financial Advisors
North Carolina
$5K +$2.62K +73 +118%
VCG
163
Vantage Consulting Group
Virginia
$5K +$5.71K +159 New
AIG
164
American International Group
New York
$3.49K -$66.6K -1,853 -2%
AWM
165
Avior Wealth Management
Nebraska
$3K – – –
CHA
166
Carmichael Hill & Associates
Maryland
$3K – – –
First Manhattan
167
First Manhattan
New York
$3K – – –
FHA
168
First Horizon Advisors
Tennessee
$3K +$1.04K +29 +34%
GLLW
169
Graves Light Lenhart Wealth
Virginia
$3K +$3.13K +87 New
Rockefeller Capital Management
170
Rockefeller Capital Management
New York
$2K -$4.28K -119 -61%
GI
171
Gradient Investments
Minnesota
$2K – – –
HGWM
172
Harvest Group Wealth Management
Massachusetts
$2K – – –
QCG
173
Quadrant Capital Group
Ohio
$2K – – –
LC
174
Lindbrook Capital
California
$1K – – –
CCM
175
Channing Capital Management
Illinois
– -$6.61M -210,698 Closed
4 5 6
7
8

HNI Hedge Fund Activity: Q4 2020 in Review

177 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in HNI Corp (HNI) for Q4 2020, worth a combined $1.09B — up 10% from $994M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new HNI positions and 11 closed out — a net gain of 19 holders — while 58 added to existing stakes and 59 trimmed.

The largest buyer was Lazard Asset Management, opening a new position worth an estimated $12M. The largest seller was Fidelity Investments, cutting an estimated $36.3M.

  • 177 institutional investors held HNI Corp (HNI) as of Q4 2020, up from 158 in Q3 2020.
  • Funds reported $1.09B of HNI Corp stock for Q4 2020, up 10% quarter-over-quarter.
  • 30 funds opened new HNI Corp positions in Q4 2020 and 11 closed out, a net change of +19 holders.
  • The largest HNI Corp buyer in Q4 2020 was Lazard Asset Management, an estimated $12M added.
  • The largest HNI Corp seller in Q4 2020 was Fidelity Investments, an estimated $36.3M sold.

Based on aggregated 13F filings for Q4 2020.