HNI Corp
190 hedge funds and large institutions have $1.12B invested in HNI Corp in 2018 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 67 increasing their positions, 53 reducing their positions, and 24 closing their positions.
58% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 24
41% more call options, than puts
Call options by funds: $298K | Put options by funds: $211K
26% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 53
7% more funds holding
Funds holding: 178 → 190 (+12)
1.23% less ownership
Funds ownership: 73.4% → 72.17% (-1.2%)
21% less capital invested
Capital invested by funds: $1.42B → $1.12B (-$297M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$4.43M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$4.42M |
| 3 |
BlackRock
New York
|
+$4.01M |
| 4 |
D.E. Shaw & Co
New York
|
+$3.66M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$32.7M |
| 2 |
Russell Investments Group
London,
United Kingdom
|
-$12.4M |
| 3 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$3.85M |
| 4 |
State Street
Boston,
Massachusetts
|
-$2.92M |
| 5 |
Comerica Bank
Dallas,
Texas
|
-$2.84M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JG
201
Jefferies Group
New York
| – | -$221K | -4,985 | Closed |
|
|
II
202
Ibex Investors
Denver,
Colorado
| – | -$205K | -4,643 | Closed |
|
|
APP
203
Avantax Planning Partners
Dubuque,
Iowa
| – | -$192K | -4,337 | Closed |
|
|
AP
204
Advisors Preferred
Rockville,
Maryland
| – | -$69K | -1,567 | Closed |
|
205
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$63K | -1,428 | Closed |
|
|
CPIG
206
Chicago Partners Investment Group
Chicago,
Illinois
| – | -$15K | -400 | Closed |
|
|
DWM
207
Destination Wealth Management
Walnut Creek,
California
| – | -$1K | -27 | Closed |
|
208
Parallax Volatility Advisers
San Francisco,
California
| – | -$1K | -17 | Closed |
|
|
JA
209
JOYN Advisors
Atlanta,
Georgia
| – | -$190 | -5 | -38% |
|
210
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$455 | +12 | New |
|
HNI Hedge Fund Activity: Q4 2018 in Review
190 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in HNI Corp (HNI) for Q4 2018, worth a combined $1.12B — down 21% from $1.42B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new HNI positions and 24 closed out — a net gain of 14 holders — while 67 added to existing stakes and 53 trimmed.
The largest buyer was Waddell & Reed Financial, adding an estimated $4.43M. The largest seller was DePrince Race & Zollo Inc (DRZ), cutting an estimated $32.7M.
- 190 institutional investors held HNI Corp (HNI) as of Q4 2018, up from 178 in Q3 2018.
- Funds reported $1.12B of HNI Corp stock for Q4 2018, down 21% quarter-over-quarter.
- 38 funds opened new HNI Corp positions in Q4 2018 and 24 closed out, a net change of +14 holders.
- The largest HNI Corp buyer in Q4 2018 was Waddell & Reed Financial, an estimated $4.43M added.
- The largest HNI Corp seller in Q4 2018 was DePrince Race & Zollo Inc (DRZ), an estimated $32.7M sold.
Based on aggregated 13F filings for Q4 2018.