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HNI Corp

139 hedge funds and large institutions have $1.12B invested in HNI Corp in 2014 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 49 increasing their positions, 48 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $296K | Put options by funds: $146K

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

6% more funds holding

Funds holding: 131139 (+8)

2% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 48

0.04% more ownership

Funds ownership: 67.95%67.99% (+0.04%)

6% less capital invested

Capital invested by funds: $1.19B → $1.12B (-$72.2M)

Holders
139
Holders Change
+8
Holders Change %
+6.11%
% of All Funds
4.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
49
Reduced
48
Closed
9
Calls
$296K
Puts
$146K
Net Calls
+$150K
Net Calls Change
-$54K
Name Holding Trade Value Shares
Change
Change in
Stake
State Farm Mutual Automobile Insurance
1
State Farm Mutual Automobile Insurance
Illinois
$269M
Fidelity Investments
2
Fidelity Investments
Massachusetts
$124M -$25M -700,163 -17%
Vanguard Group
3
Vanguard Group
Pennsylvania
$92.1M -$1.6M -44,918 -2%
BFA
4
BlackRock Fund Advisors
California
$74M -$2.05M -57,300 -3%
State Street
5
State Street
Massachusetts
$58.5M +$298K +8,346 +0.5%
BIT
6
BlackRock Institutional Trust
California
$48.7M +$290K +8,127 +0.6%
FPA
7
First Pacific Advisors
California
$29.1M -$471K -13,200 -2%
Northern Trust
8
Northern Trust
Illinois
$29M -$2.08M -58,161 -7%
WRF
9
Waddell & Reed Financial
Kansas
$25.8M +$7.81M +218,700 +45%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$24.7M +$819K +22,940 +4%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$23.3M -$1.79K -50 -0%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$22.8M +$99.1K +2,774 +0.4%
FCM
13
Frontier Capital Management
Massachusetts
$19.2M +$1.78M +49,859 +10%
CRM
14
Cramer Rosenthal McGlynn
Connecticut
$18.3M +$4.91M +137,490 +38%
Harris Associates
15
Harris Associates
Illinois
$18M +$7.51M +210,335 +74%
RA
16
Royce & Associates
New York
$17.4M
Norges Bank
17
Norges Bank
Norway
$15.8M
SFM
18
Systematic Financial Management
New Jersey
$14.7M +$3.42M +95,806 +31%
Principal Financial Group
19
Principal Financial Group
Iowa
$9.66M +$861K +24,102 +10%
GC
20
Guggenheim Capital
Illinois
$8.95M +$157K +4,389 +2%
BIM
21
BlackRock Investment Management
Delaware
$8.59M -$93.8K -2,627 -1%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$8.49M +$202K +5,668 +3%
TCIM
23
TIAA CREF Investment Management
New York
$7.73M -$325K -9,098 -4%
JP Morgan Chase
24
JP Morgan Chase
New York
$7.6M +$181K +5,061 +2%
EVM
25
Eaton Vance Management
Massachusetts
$6.68M

HNI Hedge Fund Activity: Q1 2014 in Review

139 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in HNI Corp (HNI) for Q1 2014, worth a combined $1.12B — down 6.1% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new HNI positions and 9 closed out — a net gain of 8 holders — while 49 added to existing stakes and 48 trimmed.

The largest buyer was Waddell & Reed Financial, adding an estimated $7.81M. The largest seller was Fidelity Investments, cutting an estimated $25M.

  • 139 institutional investors held HNI Corp (HNI) as of Q1 2014, up from 131 in Q4 2013.
  • Funds reported $1.12B of HNI Corp stock for Q1 2014, down 6.1% quarter-over-quarter.
  • 17 funds opened new HNI Corp positions in Q1 2014 and 9 closed out, a net change of +8 holders.
  • The largest HNI Corp buyer in Q1 2014 was Waddell & Reed Financial, an estimated $7.81M added.
  • The largest HNI Corp seller in Q1 2014 was Fidelity Investments, an estimated $25M sold.

Based on aggregated 13F filings for Q1 2014.