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Hennessy Advisors

22 hedge funds and large institutions have $14.8M invested in Hennessy Advisors in 2015 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

38% more funds holding

Funds holding: 1622 (+6)

0% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 4

3% less capital invested

Capital invested by funds: $15.3M → $14.8M (-$415K)

Holders
22
Holders Change
+6
Holders Change %
+37.5%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
4
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
1
Perritt Capital Management
Illinois
$4.64M +$26.7K +1,848 +0.5%
KAM
2
Keeley Asset Management
Illinois
$2.69M -$1.25M -86,922 -30%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$2.5M
GPGA
4
Grandeur Peak Global Advisors
Utah
$1.41M +$1.5M +104,250 New
USGIU
5
U.S. Global Investors (USGI)
Texas
$831K -$195K -13,500 -18%
GIP
6
Granite Investment Partners
California
$607K +$649K +44,945 New
Vanguard Group
7
Vanguard Group
Pennsylvania
$428K +$17.3K +1,201 +4%
WCWM
8
Willow Creek Wealth Management
California
$334K
CSIC
9
Clifford Swan Investment Counsel
California
$273K
APCM
10
Arbiter Partners Capital Management
New York
$253K
KCM
11
Kornitzer Capital Management
Kansas
$204K
JIC
12
Joel Isaacson & Co
New York
$182K
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$178K -$6.7K -464 -3%
BFA
14
BlackRock Fund Advisors
California
$80K +$86.1K +5,963 New
Wells Fargo
15
Wells Fargo
California
$59K
MCM
16
Mazama Capital Management
Oregon
$51K -$9.73K -674 -15%
Morgan Stanley
17
Morgan Stanley
New York
$36K +$1.82K +126 +5%
Deutsche Bank
18
Deutsche Bank
Germany
$28K +$30.3K +2,100 New
UBS Group
19
UBS Group
Switzerland
$23K +$24.7K +1,712 New
TRCT
20
Tower Research Capital (TRC)
New York
$20K +$21.9K +1,517 New
Bank of America
21
Bank of America
North Carolina
$17K +$18.4K +1,275 New
BIM
22
BlackRock Investment Management
Delaware
$12K +$87 +6 +0.7%
BIT
23
BlackRock Institutional Trust
California
-$115K -7,860 Closed

HNNA Hedge Fund Activity: Q1 2015 in Review

22 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Hennessy Advisors (HNNA) for Q1 2015, worth a combined $14.8M — down 2.7% from $15.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new HNNA positions and 1 closed out — a net gain of 6 holders — while 4 added to existing stakes and 4 trimmed.

The largest buyer was Grandeur Peak Global Advisors, opening a new position worth an estimated $1.5M. The largest seller was Keeley Asset Management, cutting an estimated $1.25M.

  • 22 institutional investors held Hennessy Advisors (HNNA) as of Q1 2015, up from 16 in Q4 2014.
  • Funds reported $14.8M of Hennessy Advisors stock for Q1 2015, down 2.7% quarter-over-quarter.
  • 7 funds opened new Hennessy Advisors positions in Q1 2015 and 1 closed out, a net change of +6 holders.
  • The largest Hennessy Advisors buyer in Q1 2015 was Grandeur Peak Global Advisors, an estimated $1.5M added.
  • The largest Hennessy Advisors seller in Q1 2015 was Keeley Asset Management, an estimated $1.25M sold.

Based on aggregated 13F filings for Q1 2015.