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HNI Corp

137 hedge funds and large institutions have $1.1B invested in HNI Corp in 2014 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 48 increasing their positions, 48 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $331K | Put options by funds: $216K

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

1% more funds holding

Funds holding: 136137 (+1)

0% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 48

1.09% less ownership

Funds ownership: 69.05%67.96% (-1.1%)

10% less capital invested

Capital invested by funds: $1.22B → $1.1B (-$122M)

Holders
137
Holders Change
+1
Holders Change %
+0.74%
% of All Funds
3.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
48
Reduced
48
Closed
10
Calls
$331K
Puts
$216K
Net Calls
+$115K
Net Calls Change
-$233K
Name Holding Trade Value Shares
Change
Change in
Stake
State Farm Mutual Automobile Insurance
1
State Farm Mutual Automobile Insurance
Illinois
$265M
Vanguard Group
2
Vanguard Group
Pennsylvania
$99.9M +$1,000K +26,601 +1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$88.1M -$19.6M -521,611 -18%
BFA
4
BlackRock Fund Advisors
California
$70M +$287K +7,629 +0.4%
State Street
5
State Street
Massachusetts
$56.5M -$907K -24,126 -2%
BIT
6
BlackRock Institutional Trust
California
$45.5M -$2.74M -72,887 -5%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$44.7M +$6.42M +170,828 +16%
FPA
8
First Pacific Advisors
California
$28.7M
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$26.5M +$994K +26,459 +4%
WRF
10
Waddell & Reed Financial
Kansas
$25.4M
Northern Trust
11
Northern Trust
Illinois
$25.2M -$920K -24,470 -3%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$22.6M -$510K -13,560 -2%
FCM
13
Frontier Capital Management
Massachusetts
$22.4M +$866K +23,041 +4%
Harris Associates
14
Harris Associates
Illinois
$21.4M -$124K -3,300 -0.6%
RA
15
Royce & Associates
New York
$16.5M -$413K -11,000 -2%
Norges Bank
16
Norges Bank
Norway
$15.7M -$16M -425,508 -49%
SFM
17
Systematic Financial Management
New Jersey
$13.6M -$900K -23,944 -6%
RCAMU
18
Rothschild & Co Asset Management US
Connecticut
$12M +$778K +20,709 +7%
Principal Financial Group
19
Principal Financial Group
Iowa
$11.4M +$1.18M +31,300 +11%
TA
20
Teachers Advisors
New York
$9.9M -$546K -14,538 -5%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$9.87M +$470K +12,518 +5%
JP Morgan Chase
22
JP Morgan Chase
New York
$9.61M +$2.23M +59,384 +29%
BIM
23
BlackRock Investment Management
Delaware
$8.37M +$39.2K +1,043 +0.5%
GC
24
Guggenheim Capital
Illinois
$7.88M -$240K -6,386 -3%
TCIM
25
TIAA CREF Investment Management
New York
$7.58M -$148K -3,939 -2%

HNI Hedge Fund Activity: Q3 2014 in Review

137 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in HNI Corp (HNI) for Q3 2014, worth a combined $1.1B — down 10% from $1.22B a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new HNI positions and 10 closed out — a net gain of 1 holder — while 48 added to existing stakes and 48 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $6.42M. The largest seller was Fidelity Investments, cutting an estimated $19.6M.

  • 137 institutional investors held HNI Corp (HNI) as of Q3 2014, up from 136 in Q2 2014.
  • Funds reported $1.1B of HNI Corp stock for Q3 2014, down 10% quarter-over-quarter.
  • 11 funds opened new HNI Corp positions in Q3 2014 and 10 closed out, a net change of +1 holder.
  • The largest HNI Corp buyer in Q3 2014 was Bank of New York Mellon, an estimated $6.42M added.
  • The largest HNI Corp seller in Q3 2014 was Fidelity Investments, an estimated $19.6M sold.

Based on aggregated 13F filings for Q3 2014.