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HNI Corp

136 hedge funds and large institutions have $1.22B invested in HNI Corp in 2014 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 44 increasing their positions, 46 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $1.12B → $1.22B (+$99.9M)

1.07% more ownership

Funds ownership: 67.99%69.05% (+1.1%)

4% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 46

2% less funds holding

Funds holding: 139136 (-3)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

Holders
136
Holders Change
-3
Holders Change %
-2.16%
% of All Funds
3.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
44
Reduced
46
Closed
17
Calls
$348K
Puts
Net Calls
+$348K
Net Calls Change
+$198K
Name Holding Trade Value Shares
Change
Change in
Stake
State Farm Mutual Automobile Insurance
1
State Farm Mutual Automobile Insurance
Illinois
$288M
Fidelity Investments
2
Fidelity Investments
Massachusetts
$116M -$15.7M -430,000 -13%
Vanguard Group
3
Vanguard Group
Pennsylvania
$107M +$8.39M +229,750 +9%
BFA
4
BlackRock Fund Advisors
California
$75.8M -$3.19M -87,450 -4%
State Street
5
State Street
Massachusetts
$62.4M -$231K -6,328 -0.4%
BIT
6
BlackRock Institutional Trust
California
$52.3M +$184K +5,050 +0.4%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$41.9M +$16.3M +447,193 +72%
Norges Bank
8
Norges Bank
Norway
$33.8M +$15.8M +431,520 +100%
FPA
9
First Pacific Advisors
California
$31.1M -$29.2K -800 -0.1%
Northern Trust
10
Northern Trust
Illinois
$28.3M -$2.5M -68,494 -9%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$27.7M +$1.19M +32,512 +5%
WRF
12
Waddell & Reed Financial
Kansas
$27.6M
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$25.1M +$192K +5,260 +0.8%
FCM
14
Frontier Capital Management
Massachusetts
$23.5M +$2.72M +74,391 +14%
Harris Associates
15
Harris Associates
Illinois
$23.4M +$3.85M +105,521 +21%
RA
16
Royce & Associates
New York
$18.3M -$226K -6,200 -1%
SFM
17
Systematic Financial Management
New Jersey
$15.7M -$80.9K -2,216 -0.5%
RCAMU
18
Rothschild & Co Asset Management US
Connecticut
$12.2M +$11.4M +311,843 New
TA
19
Teachers Advisors
New York
$11.3M +$7.87M +215,409 +290%
Principal Financial Group
20
Principal Financial Group
Iowa
$11.2M +$825K +22,585 +9%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$10.2M +$1.07M +29,339 +13%
BIM
22
BlackRock Investment Management
Delaware
$9.05M -$132K -3,622 -2%
GC
23
Guggenheim Capital
Illinois
$8.81M -$714K -19,537 -8%
TCIM
24
TIAA CREF Investment Management
New York
$8.39M +$106K +2,909 +1%
JP Morgan Chase
25
JP Morgan Chase
New York
$8.13M -$2.85K -78 -0%

HNI Hedge Fund Activity: Q2 2014 in Review

136 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in HNI Corp (HNI) for Q2 2014, worth a combined $1.22B — up 8.9% from $1.12B a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of HNI and 15 opened new positions — a net loss of 2 holders — while 46 trimmed existing stakes and 44 added.

The largest buyer was Bank of New York Mellon, adding an estimated $16.3M. The largest seller was Cramer Rosenthal McGlynn, exiting entirely with an estimated $18.3M sold.

  • 136 institutional investors held HNI Corp (HNI) as of Q2 2014, down from 139 in Q1 2014.
  • Funds reported $1.22B of HNI Corp stock for Q2 2014, up 8.9% quarter-over-quarter.
  • 15 funds opened new HNI Corp positions in Q2 2014 and 17 closed out, a net change of -2 holders.
  • The largest HNI Corp buyer in Q2 2014 was Bank of New York Mellon, an estimated $16.3M added.
  • The largest HNI Corp seller in Q2 2014 was Cramer Rosenthal McGlynn, an estimated $18.3M sold.

Based on aggregated 13F filings for Q2 2014.