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HNI Corp

149 hedge funds and large institutions have $1.3B invested in HNI Corp in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 66 increasing their positions, 48 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more call options, than puts

Call options by funds: $879K | Put options by funds: $311K

38% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 48

5% more capital invested

Capital invested by funds: $1.24B → $1.3B (+$56.6M)

0.69% more ownership

Funds ownership: 70.51%71.2% (+0.69%)

9% less funds holding

Funds holding: 164149 (-15)

64% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 22

Holders
149
Holders Change
-15
Holders Change %
-9.15%
% of All Funds
3.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
66
Reduced
48
Closed
22
Calls
$879K
Puts
$311K
Net Calls
+$568K
Net Calls Change
+$418K
Name Holding Trade Value Shares
Change
Change in
Stake
State Farm Mutual Automobile Insurance
1
State Farm Mutual Automobile Insurance
Illinois
$305M
BlackRock
2
BlackRock
New York
$186M +$230K +6,123 +0.1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$161M +$2.61M +69,442 +2%
State Street
4
State Street
Massachusetts
$60.8M +$617K +16,405 +1%
Principal Financial Group
5
Principal Financial Group
Iowa
$59.2M +$1.3M +34,442 +2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$47.7M +$2.59M +68,881 +6%
FCM
7
Frontier Capital Management
Massachusetts
$43.5M +$840K +22,330 +2%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$35.2M -$151K -4,003 -0.5%
Northern Trust
9
Northern Trust
Illinois
$30M -$534K -14,185 -2%
Norges Bank
10
Norges Bank
Norway
$26M -$7.07M -187,939 -23%
RA
11
Royce & Associates
New York
$23.4M -$11.7M -311,124 -35%
DRZID
12
DePrince Race & Zollo Inc (DRZ)
Florida
$22.5M +$19.8M +525,373 +3,129%
DGHMC
13
Dalton, Greiner, Hartman, Maher & Co
New York
$21.4M +$3.53M +93,802 +22%
Wells Fargo
14
Wells Fargo
California
$18.6M +$15.5M +411,987 +1,105%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$15.4M -$418K -11,101 -3%
Charles Schwab
16
Charles Schwab
California
$13.6M +$1.24M +32,918 +11%
WRF
17
Waddell & Reed Financial
Kansas
$10.2M +$740K +19,670 +9%
Russell Investments Group
18
Russell Investments Group
United Kingdom
$9.97M +$8.87M +235,787 +5,066%
Morgan Stanley
19
Morgan Stanley
New York
$9.51M -$6.7M -177,961 -44%
EVM
20
Eaton Vance Management
Massachusetts
$9.25M
Ameriprise
21
Ameriprise
Minnesota
$8.76M +$617K +16,387 +8%
AQR Capital Management
22
AQR Capital Management
Connecticut
$8.59M -$3.03M -80,528 -28%
KCM
23
Kennedy Capital Management
Missouri
$6.36M +$301K +7,996 +5%
SFM
24
Systematic Financial Management
New Jersey
$6.21M +$67.4K +1,790 +1%
RJA
25
Raymond James & Associates
Florida
$6.13M +$243K +6,451 +5%

HNI Hedge Fund Activity: Q3 2017 in Review

149 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in HNI Corp (HNI) for Q3 2017, worth a combined $1.3B — up 4.6% from $1.24B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of HNI and 8 opened new positions — a net loss of 14 holders — while 48 trimmed existing stakes and 66 added.

The largest buyer was DePrince Race & Zollo Inc (DRZ), adding an estimated $19.8M. The largest seller was Royce & Associates, cutting an estimated $11.7M.

  • 149 institutional investors held HNI Corp (HNI) as of Q3 2017, down from 164 in Q2 2017.
  • Funds reported $1.3B of HNI Corp stock for Q3 2017, up 4.6% quarter-over-quarter.
  • 8 funds opened new HNI Corp positions in Q3 2017 and 22 closed out, a net change of -14 holders.
  • The largest HNI Corp buyer in Q3 2017 was DePrince Race & Zollo Inc (DRZ), an estimated $19.8M added.
  • The largest HNI Corp seller in Q3 2017 was Royce & Associates, an estimated $11.7M sold.

Based on aggregated 13F filings for Q3 2017.