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HNI Corp

158 hedge funds and large institutions have $1.33B invested in HNI Corp in 2015 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 62 increasing their positions, 54 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 54

0.39% less ownership

Funds ownership: 70.99%70.6% (-0.39%)

7% less funds holding

Funds holding: 169158 (-11)

17% less capital invested

Capital invested by funds: $1.61B → $1.33B (-$270M)

48% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 23

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.66M

Holders
158
Holders Change
-11
Holders Change %
-6.51%
% of All Funds
4.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
62
Reduced
54
Closed
23
Calls
Puts
$1.66M
Net Calls
-$1.66M
Net Calls Change
-$1.06M
Name Holding Trade Value Shares
Change
Change in
Stake
State Farm Mutual Automobile Insurance
1
State Farm Mutual Automobile Insurance
Illinois
$316M
Vanguard Group
2
Vanguard Group
Pennsylvania
$130M +$3.77M +79,032 +3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$118M
BFA
4
BlackRock Fund Advisors
California
$90.7M -$204K -4,284 -0.2%
State Street
5
State Street
Massachusetts
$58.5M -$5.06M -106,051 -7%
BIT
6
BlackRock Institutional Trust
California
$53.9M +$2.52M +52,837 +4%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$40.5M +$486K +10,196 +1%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$38.5M +$1.13M +23,769 +3%
WRF
9
Waddell & Reed Financial
Kansas
$35.1M +$133K +2,780 +0.3%
FCM
10
Frontier Capital Management
Massachusetts
$30.5M +$96.9K +2,033 +0.3%
Northern Trust
11
Northern Trust
Illinois
$29.1M +$321K +6,738 +1%
Norges Bank
12
Norges Bank
Norway
$25.4M +$254K +5,325 +0.9%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$25M +$5.01M +105,070 +22%
FPA
14
First Pacific Advisors
California
$21.8M -$12.8M -268,700 -35%
RA
15
Royce & Associates
New York
$18.1M
RCAMU
16
Rothschild & Co Asset Management US
Connecticut
$15.2M +$79.1K +1,659 +0.5%
Principal Financial Group
17
Principal Financial Group
Iowa
$14.8M +$1.1M +23,124 +7%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$13.1M -$973K -20,410 -6%
SFM
19
Systematic Financial Management
New Jersey
$12.2M -$197K -4,125 -1%
BIM
20
BlackRock Investment Management
Delaware
$10.8M -$97.8K -2,052 -0.8%
PCM
21
Penn Capital Management
Pennsylvania
$10.8M -$99K -2,076 -0.8%
TCIM
22
TIAA CREF Investment Management
New York
$9.88M -$386K -8,100 -3%
Charles Schwab
23
Charles Schwab
California
$8.39M +$233K +4,878 +3%
EVM
24
Eaton Vance Management
Massachusetts
$7.84M
JP Morgan Chase
25
JP Morgan Chase
New York
$6.93M -$2.43M -50,913 -24%

HNI Hedge Fund Activity: Q3 2015 in Review

158 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in HNI Corp (HNI) for Q3 2015, worth a combined $1.33B — down 17% from $1.61B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of HNI and 12 opened new positions — a net loss of 11 holders — while 54 trimmed existing stakes and 62 added.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $5.01M. The largest seller was First Pacific Advisors, cutting an estimated $12.8M.

  • 158 institutional investors held HNI Corp (HNI) as of Q3 2015, down from 169 in Q2 2015.
  • Funds reported $1.33B of HNI Corp stock for Q3 2015, down 17% quarter-over-quarter.
  • 12 funds opened new HNI Corp positions in Q3 2015 and 23 closed out, a net change of -11 holders.
  • The largest HNI Corp buyer in Q3 2015 was Thrivent Financial for Lutherans, an estimated $5.01M added.
  • The largest HNI Corp seller in Q3 2015 was First Pacific Advisors, an estimated $12.8M sold.

Based on aggregated 13F filings for Q3 2015.