HNI Corp
170 hedge funds and large institutions have $1.45B invested in HNI Corp in 2016 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 71 increasing their positions, 48 reducing their positions, and 17 closing their positions.
250% more call options, than puts
Call options by funds: $7K | Put options by funds: $2K
82% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 17
48% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 48
21% more capital invested
Capital invested by funds: $1.19B → $1.45B (+$255M)
8% more funds holding
Funds holding: 157 → 170 (+13)
0.82% less ownership
Funds ownership: 69.34% → 68.53% (-0.82%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$27.5M |
| 2 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$12.6M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$9.93M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$8.74M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$7.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$29.8M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
-$13.4M |
| 3 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$10.3M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$5.17M |
| 5 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$4.01M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WHG
176
Westwood Holdings Group
Dallas,
Texas
| – | -$1.01M | -25,800 | Closed |
|
177
Jacobs Levy Equity Management
Florham Park,
New Jersey
| – | -$807K | -20,590 | Closed |
|
178
Arrowstreet Capital
Boston,
Massachusetts
| – | -$613K | -15,659 | Closed |
|
179
KBC Group
Brussels,
Belgium
| – | -$564K | -14,399 | Closed |
|
180
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
| – | -$525K | -13,400 | Closed |
|
|
ACI
181
AMP Capital Investors
Sydney,
Australia
| – | -$443K | -11,500 | Closed |
|
|
EMG
182
Ellington Management Group
Old Greenwich,
Connecticut
| – | -$372K | -9,500 | Closed |
|
|
PAM
183
Paradigm Asset Management
New York
| – | -$114K | -2,900 | Closed |
|
|
MFW
184
Mosaic Family Wealth
St. Louis,
Missouri
| – | -$15K | -400 | Closed |
|
|
TFA
185
Transamerica Financial Advisors
St. Petersburg,
Florida
| – | -$8K | -200 | Closed |
|
|
QT
186
Quantbot Technologies
New York
| – | -$3K | -91 | Closed |
|
HNI Hedge Fund Activity: Q2 2016 in Review
170 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in HNI Corp (HNI) for Q2 2016, worth a combined $1.45B — up 21% from $1.19B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new HNI positions and 17 closed out — a net gain of 14 holders — while 71 added to existing stakes and 48 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $27.5M. The largest seller was Fidelity Investments, cutting an estimated $29.8M.
- 170 institutional investors held HNI Corp (HNI) as of Q2 2016, up from 157 in Q1 2016.
- Funds reported $1.45B of HNI Corp stock for Q2 2016, up 21% quarter-over-quarter.
- 31 funds opened new HNI Corp positions in Q2 2016 and 17 closed out, a net change of +14 holders.
- The largest HNI Corp buyer in Q2 2016 was T. Rowe Price Associates, an estimated $27.5M added.
- The largest HNI Corp seller in Q2 2016 was Fidelity Investments, an estimated $29.8M sold.
Based on aggregated 13F filings for Q2 2016.