Hennessy Advisors
HNNA
19 hedge funds and large institutions have $4.62M invested in Hennessy Advisors in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 1 reducing their positions, and 1 closing their positions.
800% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 1
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
21% more capital invested
Capital invested by funds: $3.83M → $4.62M (+$791K)
19% more funds holding
Funds holding: 16 → 19 (+3)
2.1% more ownership
Funds ownership: 6.54% → 8.63% (+2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Aegis Financial
Mc Lean,
Virginia
|
+$486K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$367K |
| 3 |
PWM
Perigon Wealth Management
San Francisco,
California
|
+$127K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$73.3K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$54.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$15.6K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$2K |
HNNA Hedge Fund Activity: Q2 2023 in Review
19 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Hennessy Advisors (HNNA) for Q2 2023, worth a combined $4.62M — up 21% from $3.83M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new HNNA positions and 1 closed out — a net gain of 3 holders — while 9 added to existing stakes and 1 trimmed.
The largest buyer was Aegis Financial, opening a new position worth an estimated $486K. The largest seller was Bank of America, cutting an estimated $15.6K.
- 19 institutional investors held Hennessy Advisors (HNNA) as of Q2 2023, up from 16 in Q1 2023.
- Funds reported $4.62M of Hennessy Advisors stock for Q2 2023, up 21% quarter-over-quarter.
- 4 funds opened new Hennessy Advisors positions in Q2 2023 and 1 closed out, a net change of +3 holders.
- The largest Hennessy Advisors buyer in Q2 2023 was Aegis Financial, an estimated $486K added.
- The largest Hennessy Advisors seller in Q2 2023 was Bank of America, an estimated $15.6K sold.
Based on aggregated 13F filings for Q2 2023.