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HNI Corp

164 hedge funds and large institutions have $1.24B invested in HNI Corp in 2017 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 66 increasing their positions, 52 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more call options, than puts

Call options by funds: $355K | Put options by funds: $205K

27% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 52

1.08% less ownership

Funds ownership: 71.59%70.51% (-1.1%)

6% less funds holding

Funds holding: 174164 (-10)

14% less capital invested

Capital invested by funds: $1.45B → $1.24B (-$211M)

35% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 23

Holders
164
Holders Change
-10
Holders Change %
-5.75%
% of All Funds
4.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
66
Reduced
52
Closed
23
Calls
$355K
Puts
$205K
Net Calls
+$150K
Net Calls Change
+$331K
Name Holding Trade Value Shares
Change
Change in
Stake
State Farm Mutual Automobile Insurance
1
State Farm Mutual Automobile Insurance
Illinois
$294M
BlackRock
2
BlackRock
New York
$179M -$1.92M -44,081 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$152M -$2.8M -64,217 -2%
State Street
4
State Street
Massachusetts
$57.8M +$2.66M +60,981 +4%
Principal Financial Group
5
Principal Financial Group
Iowa
$55.5M +$18.7M +427,715 +44%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$43.1M +$960K +22,012 +2%
FCM
7
Frontier Capital Management
Massachusetts
$40.9M +$19.2K +441 +0%
RA
8
Royce & Associates
New York
$34.9M +$21.5M +492,982 +129%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$34M +$804K +18,427 +2%
Norges Bank
10
Norges Bank
Norway
$32.5M -$1.37M -31,460 -4%
Northern Trust
11
Northern Trust
Illinois
$29.5M +$179K +4,099 +0.6%
DGHMC
12
Dalton, Greiner, Hartman, Maher & Co
New York
$16.8M +$14.1M +322,791 +326%
Morgan Stanley
13
Morgan Stanley
New York
$16.2M +$4.59M +105,227 +35%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$15.2M +$1.14M +26,173 +7%
Charles Schwab
15
Charles Schwab
California
$11.7M +$733K +16,801 +6%
AQR Capital Management
16
AQR Capital Management
Connecticut
$11.5M +$3.95M +90,624 +46%
Deutsche Bank
17
Deutsche Bank
Germany
$9.65M +$2.29M +52,530 +28%
WRF
18
Waddell & Reed Financial
Kansas
$9.02M +$1.27M +29,220 +15%
EVM
19
Eaton Vance Management
Massachusetts
$8.89M
Ameriprise
20
Ameriprise
Minnesota
$7.77M +$1.98M +45,398 +30%
Goldman Sachs
21
Goldman Sachs
New York
$7.71M +$2.72M +62,331 +48%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$7.24M -$36.5M -836,528 -82%
Schroder Investment Management Group
23
Schroder Investment Management Group
United Kingdom
$6.93M -$735K -16,846 -9%
Renaissance Technologies
24
Renaissance Technologies
New York
$6.08M -$1.67M -38,200 -20%
SFM
25
Systematic Financial Management
New Jersey
$5.9M -$1.01M -23,257 -14%

HNI Hedge Fund Activity: Q2 2017 in Review

164 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in HNI Corp (HNI) for Q2 2017, worth a combined $1.24B — down 14% from $1.45B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of HNI and 15 opened new positions — a net loss of 8 holders — while 52 trimmed existing stakes and 66 added.

The largest buyer was Royce & Associates, adding an estimated $21.5M. The largest seller was Fidelity Investments, cutting an estimated $36.5M.

  • 164 institutional investors held HNI Corp (HNI) as of Q2 2017, down from 174 in Q1 2017.
  • Funds reported $1.24B of HNI Corp stock for Q2 2017, down 14% quarter-over-quarter.
  • 15 funds opened new HNI Corp positions in Q2 2017 and 23 closed out, a net change of -8 holders.
  • The largest HNI Corp buyer in Q2 2017 was Royce & Associates, an estimated $21.5M added.
  • The largest HNI Corp seller in Q2 2017 was Fidelity Investments, an estimated $36.5M sold.

Based on aggregated 13F filings for Q2 2017.