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HNI Corp
HNI

175 hedge funds and large institutions have $924M invested in HNI Corp in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 70 increasing their positions, 59 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $420K | Put options by funds: $267K

24% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 21

19% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 59

6% more capital invested

Capital invested by funds: $871M → $924M (+$53.2M)

2.59% more ownership

Funds ownership: 77.04% → 79.63% (+2.6%)

2% more funds holding

Funds holding: 171 → 175 (+4)

Holders
175
Holders Change
+4
Holders Change %
+2.34%
% of All Funds
2.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
70
Reduced
59
Closed
21
Calls
$420K
Puts
$267K
Net Calls
+$153K
Net Calls Change
-$119K

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$27.3M
2
State Street
State Street
Massachusetts
+$16.2M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$4.73M
4
Two Sigma Investments
Two Sigma Investments
New York
+$3.35M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$3.14M

Top Sellers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
-$18.1M
2
FCM
Frontier Capital Management
Massachusetts
-$17.9M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$8.9M
4
BlackRock
BlackRock
New York
-$2.99M
5
UBS Group
UBS Group
Switzerland
-$2.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$183M -$2.99M -100,773 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$135M +$4.73M +159,163 +3%
State Farm Mutual Automobile Insurance
3
State Farm Mutual Automobile Insurance
Illinois
$112M – – –
Northern Trust
4
Northern Trust
Illinois
$61.4M +$1.52M +51,047 +2%
State Street
5
State Street
Massachusetts
$59.2M +$16.2M +545,580 +35%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$35.1M +$1.36M +45,858 +4%
Invesco
7
Invesco
Georgia
$33.5M +$27.3M +919,168 +325%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$21.4M +$814K +27,394 +4%
Charles Schwab
9
Charles Schwab
California
$19.6M -$18.1M -607,761 -46%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$17.5M -$273K -9,179 -1%
CIC
11
Crawford Investment Counsel
Georgia
$17M +$2.78M +93,663 +18%
Morgan Stanley
12
Morgan Stanley
New York
$14.2M +$19.5K +658 +0.1%
Victory Capital Management
13
Victory Capital Management
Texas
$12.9M +$2.98M +100,407 +28%
Ameriprise
14
Ameriprise
Minnesota
$12.4M -$429K -14,442 -3%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$11.9M -$8.9M -299,555 -41%
SFM
16
Systematic Financial Management
New Jersey
$11M +$1.06M +35,521 +10%
Norges Bank
17
Norges Bank
Norway
$10.2M -$578K -19,475 -5%
Citadel Advisors
18
Citadel Advisors
Florida
$8.7M +$3.11M +104,864 +51%
ProShare Advisors
19
ProShare Advisors
Maryland
$8.23M -$706K -23,769 -7%
Principal Financial Group
20
Principal Financial Group
Iowa
$6.96M -$147K -4,940 -2%
CCP
21
Clifford Capital Partners
Utah
$6.79M +$2M +67,282 +38%
JP Morgan Chase
22
JP Morgan Chase
New York
$5.36M +$2.21M +74,551 +63%
N
23
Nuveen
North Carolina
$4.58M +$1.31M +43,971 +36%
CSS
24
Cubist Systematic Strategies
Connecticut
$4.43M +$3.14M +105,651 +197%
AAM
25
Advisors Asset Management
Colorado
$4.35M +$2.37M +79,872 +105%
1
2 3 4 5

HNI Hedge Fund Activity: Q1 2023 in Review

175 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in HNI Corp (HNI) for Q1 2023, worth a combined $924M — up 6.1% from $871M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new HNI positions and 21 closed out — a net gain of 5 holders — while 70 added to existing stakes and 59 trimmed.

The largest buyer was Invesco, adding an estimated $27.3M. The largest seller was Charles Schwab, cutting an estimated $18.1M.

  • 175 institutional investors held HNI Corp (HNI) as of Q1 2023, up from 171 in Q4 2022.
  • Funds reported $924M of HNI Corp stock for Q1 2023, up 6.1% quarter-over-quarter.
  • 26 funds opened new HNI Corp positions in Q1 2023 and 21 closed out, a net change of +5 holders.
  • The largest HNI Corp buyer in Q1 2023 was Invesco, an estimated $27.3M added.
  • The largest HNI Corp seller in Q1 2023 was Charles Schwab, an estimated $18.1M sold.

Based on aggregated 13F filings for Q1 2023.