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HNI Corp

174 hedge funds and large institutions have $1.23B invested in HNI Corp in 2016 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 70 increasing their positions, 57 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $662K | Put options by funds: $362K

32% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 19

23% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 57

2% more funds holding

Funds holding: 170174 (+4)

1.37% more ownership

Funds ownership: 68.53%69.9% (+1.4%)

15% less capital invested

Capital invested by funds: $1.45B → $1.23B (-$219M)

Holders
174
Holders Change
+4
Holders Change %
+2.35%
% of All Funds
4.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
70
Reduced
57
Closed
19
Calls
$662K
Puts
$362K
Net Calls
+$300K
Net Calls Change
+$295K
Name Holding Trade Value Shares
Change
Change in
Stake
State Farm Mutual Automobile Insurance
1
State Farm Mutual Automobile Insurance
Illinois
$293M
Vanguard Group
2
Vanguard Group
Pennsylvania
$138M +$3.36M +66,303 +2%
BFA
3
BlackRock Fund Advisors
California
$92.7M +$6.2M +122,473 +6%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$61.2M -$25.5M -503,703 -25%
State Street
5
State Street
Massachusetts
$55.6M +$2.6M +51,390 +4%
BIT
6
BlackRock Institutional Trust
California
$51.7M +$60.2K +1,188 +0.1%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$42.5M +$20M +395,194 +59%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$40.7M +$2.27M +44,914 +5%
FCM
9
Frontier Capital Management
Massachusetts
$34.9M +$2.48M +48,930 +6%
Norges Bank
10
Norges Bank
Norway
$33.7M +$1.04M +20,529 +2%
Northern Trust
11
Northern Trust
Illinois
$28.2M -$107K -2,104 -0.3%
Principal Financial Group
12
Principal Financial Group
Iowa
$27.9M +$7.02M +138,584 +25%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$24.9M -$16.7M -329,297 -34%
RA
14
Royce & Associates
New York
$16.5M
Geode Capital Management
15
Geode Capital Management
Massachusetts
$12M +$76K +1,500 +0.5%
BIM
16
BlackRock Investment Management
Delaware
$11.1M +$40K +789 +0.3%
DRZID
17
DePrince Race & Zollo Inc (DRZ)
Florida
$11M -$2.24M -44,204 -14%
Renaissance Technologies
18
Renaissance Technologies
New York
$9.78M -$4.79M -94,600 -28%
Charles Schwab
19
Charles Schwab
California
$9.66M +$834K +16,475 +7%
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$9.08M +$5.72M +112,984 +98%
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$8.37M +$4.9M +96,840 +85%
SFM
22
Systematic Financial Management
New Jersey
$7.72M -$1.29M -25,502 -12%
EAM
23
Edge Asset Management
Washington
$7.63M -$890K -17,569 -8%
EVM
24
Eaton Vance Management
Massachusetts
$7.28M
Morgan Stanley
25
Morgan Stanley
New York
$7.01M +$5.1M +100,650 +133%

HNI Hedge Fund Activity: Q3 2016 in Review

174 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in HNI Corp (HNI) for Q3 2016, worth a combined $1.23B — down 15% from $1.45B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new HNI positions and 19 closed out — a net gain of 6 holders — while 70 added to existing stakes and 57 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $20M. The largest seller was Fidelity Investments, cutting an estimated $25.5M.

  • 174 institutional investors held HNI Corp (HNI) as of Q3 2016, up from 170 in Q2 2016.
  • Funds reported $1.23B of HNI Corp stock for Q3 2016, down 15% quarter-over-quarter.
  • 25 funds opened new HNI Corp positions in Q3 2016 and 19 closed out, a net change of +6 holders.
  • The largest HNI Corp buyer in Q3 2016 was T. Rowe Price Associates, an estimated $20M added.
  • The largest HNI Corp seller in Q3 2016 was Fidelity Investments, an estimated $25.5M sold.

Based on aggregated 13F filings for Q3 2016.