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HNI Corp

169 hedge funds and large institutions have $1.61B invested in HNI Corp in 2015 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 71 increasing their positions, 53 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

34% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 53

2% more funds holding

Funds holding: 165169 (+4)

1.23% more ownership

Funds ownership: 69.76%70.99% (+1.2%)

6% less capital invested

Capital invested by funds: $1.71B → $1.61B (-$103M)

58% less call options, than puts

Call options by funds: $430K | Put options by funds: $1.03M

Holders
169
Holders Change
+4
Holders Change %
+2.42%
% of All Funds
4.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
71
Reduced
53
Closed
14
Calls
$430K
Puts
$1.03M
Net Calls
-$600K
Net Calls Change
-$765K
Name Holding Trade Value Shares
Change
Change in
Stake
State Farm Mutual Automobile Insurance
1
State Farm Mutual Automobile Insurance
Illinois
$377M
Vanguard Group
2
Vanguard Group
Pennsylvania
$151M +$4.66M +90,211 +3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$141M +$72.2K +1,400 +0.1%
BFA
4
BlackRock Fund Advisors
California
$108M -$874K -16,943 -0.8%
State Street
5
State Street
Massachusetts
$75.1M -$3.13M -60,706 -4%
BIT
6
BlackRock Institutional Trust
California
$61.5M -$3.61M -69,933 -5%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$47.8M +$71.3K +1,382 +0.1%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$44.7M +$102K +1,972 +0.2%
WRF
9
Waddell & Reed Financial
Kansas
$41.7M +$246K +4,770 +0.6%
FPA
10
First Pacific Advisors
California
$39.8M
FCM
11
Frontier Capital Management
Massachusetts
$36.3M +$1.38M +26,827 +4%
Northern Trust
12
Northern Trust
Illinois
$34.3M -$145K -2,803 -0.4%
Norges Bank
13
Norges Bank
Norway
$30M +$4.75M +92,001 +19%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$24.4M +$1.62M +31,360 +7%
RA
15
Royce & Associates
New York
$21.5M -$893K -17,300 -4%
RCAMU
16
Rothschild & Co Asset Management US
Connecticut
$18.1M +$1.82M +35,321 +11%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$16.7M +$754K +14,611 +5%
Principal Financial Group
18
Principal Financial Group
Iowa
$16.4M +$9.96M +193,081 +150%
SFM
19
Systematic Financial Management
New Jersey
$14.8M -$165K -3,193 -1%
BIM
20
BlackRock Investment Management
Delaware
$13M +$1.17M +22,684 +10%
PCM
21
Penn Capital Management
Pennsylvania
$12.9M +$13.1M +252,885 New
TCIM
22
TIAA CREF Investment Management
New York
$12.2M +$610K +11,825 +5%
JP Morgan Chase
23
JP Morgan Chase
New York
$10.9M -$2.44M -47,302 -18%
New York State Common Retirement Fund
24
New York State Common Retirement Fund
New York
$10.4M +$5.61M +108,778 +116%
Charles Schwab
25
Charles Schwab
California
$9.76M +$479K +9,279 +5%

HNI Hedge Fund Activity: Q2 2015 in Review

169 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in HNI Corp (HNI) for Q2 2015, worth a combined $1.61B — down 6% from $1.71B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new HNI positions and 14 closed out — a net gain of 5 holders — while 71 added to existing stakes and 53 trimmed.

The largest buyer was Penn Capital Management, opening a new position worth an estimated $13.1M. The largest seller was Teachers Advisors, cutting an estimated $14.3M.

  • 169 institutional investors held HNI Corp (HNI) as of Q2 2015, up from 165 in Q1 2015.
  • Funds reported $1.61B of HNI Corp stock for Q2 2015, down 6% quarter-over-quarter.
  • 19 funds opened new HNI Corp positions in Q2 2015 and 14 closed out, a net change of +5 holders.
  • The largest HNI Corp buyer in Q2 2015 was Penn Capital Management, an estimated $13.1M added.
  • The largest HNI Corp seller in Q2 2015 was Teachers Advisors, an estimated $14.3M sold.

Based on aggregated 13F filings for Q2 2015.