We are live on ! Find out more
HNI icon

HNI Corp

196 hedge funds and large institutions have $1.14B invested in HNI Corp in 2019 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 66 increasing their positions, 59 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 24

12% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 59

3% more funds holding

Funds holding: 190196 (+6)

1% more capital invested

Capital invested by funds: $1.12B → $1.14B (+$16.1M)

0.26% less ownership

Funds ownership: 72.17%71.92% (-0.26%)

Holders
196
Holders Change
+6
Holders Change %
+3.16%
% of All Funds
4.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
66
Reduced
59
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$13K +$11K +285 +2,375%
FQ
177
First Quadrant
California
$11K -$199K -5,170 -94%
Northwestern Mutual Wealth Management
178
Northwestern Mutual Wealth Management
Wisconsin
$11K +$654 +17 +6%
IWP
179
Icon Wealth Partners
Texas
$11K +$12.1K +314 New
GAM
180
Gemmer Asset Management
California
$9K
PCP
181
Proficio Capital Partners
Massachusetts
$8K -$5.19K -135 -37%
TFA
182
Toth Financial Advisory
Virginia
$7K
WTC
183
WhitTier Trust Company
Nevada
$7K
Rockefeller Capital Management
184
Rockefeller Capital Management
New York
$6K +$6.12K +159 New
MNBTD
185
Moody National Bank Trust Division
Texas
$4K
PHK
186
Point72 Hong Kong
Hong Kong
$4K +$3.73K +97 New
FPFS
187
First Personal Financial Services
North Carolina
$3K -$1.61K -42 -37%
CAPTRUST Financial Advisors
188
CAPTRUST Financial Advisors
North Carolina
$3K
First Manhattan
189
First Manhattan
New York
$3K
HGWM
190
Harvest Group Wealth Management
Massachusetts
$2K +$2.58K +67 New
ASN
191
Advisory Services Network
Georgia
$1K
BCA
192
Berman Capital Advisors
Georgia
$1K
CFA
193
Camarda Financial Advisors
Florida
$1K +$538 +14 New
GWS
194
Glassman Wealth Services
Virginia
$1K +$885 +23 New
WAM
195
Wealthspire Advisors (Maryland)
Maryland
$1K +$1.46K +38 New
LWA
196
Lenox Wealth Advisors
New York
$1K +$1.5K +39 New
ACH
197
ArrowMark Colorado Holdings
Colorado
-$7.44M -210,000 Closed
N
198
Nuveen
North Carolina
-$2.98M -84,144 Closed
IA
199
IndexIQ Advisors
New York
-$2.06M -58,238 Closed
OAM
200
Oxford Asset Management
United Kingdom
-$1.47M -41,424 Closed

HNI Hedge Fund Activity: Q1 2019 in Review

196 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in HNI Corp (HNI) for Q1 2019, worth a combined $1.14B — up 1.4% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new HNI positions and 24 closed out — a net gain of 6 holders — while 66 added to existing stakes and 59 trimmed.

The largest buyer was NWQ Investment Management Company, adding an estimated $7.38M. The largest seller was Wells Fargo, cutting an estimated $10.5M.

  • 196 institutional investors held HNI Corp (HNI) as of Q1 2019, up from 190 in Q4 2018.
  • Funds reported $1.14B of HNI Corp stock for Q1 2019, up 1.4% quarter-over-quarter.
  • 30 funds opened new HNI Corp positions in Q1 2019 and 24 closed out, a net change of +6 holders.
  • The largest HNI Corp buyer in Q1 2019 was NWQ Investment Management Company, an estimated $7.38M added.
  • The largest HNI Corp seller in Q1 2019 was Wells Fargo, an estimated $10.5M sold.

Based on aggregated 13F filings for Q1 2019.