Hennessy Advisors
HNNA
20 hedge funds and large institutions have $5.35M invested in Hennessy Advisors in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 1 closing their positions.
0% more funds holding
Funds holding: 20 → 20 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0.37% less ownership
Funds ownership: 10.47% → 10.1% (-0.37%)
1% less capital invested
Capital invested by funds: $5.39M → $5.35M (-$39.2K)
14% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$27.4K |
| 2 |
Geode Capital Management
Boston,
Massachusetts
|
+$4.16K |
| 3 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$3.6K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$1.63K |
| 5 |
CAL
Capital Advisors Ltd
Shaker Heights,
Ohio
|
+$281 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$103K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$91.6K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$13.4K |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$13.2K |
| 5 |
BlackRock
New York
|
-$3.52K |
HNNA Hedge Fund Activity: Q1 2024 in Review
20 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Hennessy Advisors (HNNA) for Q1 2024, worth a combined $5.35M — down 0.73% from $5.39M a quarter earlier.
Fund positioning in HNNA was balanced in Q1 2024: 1 fund opened new positions, 1 closed out, 6 added to existing stakes and 7 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $27.4K. The largest seller was Morgan Stanley, cutting an estimated $103K.
- 20 institutional investors held Hennessy Advisors (HNNA) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $5.35M of Hennessy Advisors stock for Q1 2024, down 0.73% quarter-over-quarter.
- 1 fund opened new Hennessy Advisors positions in Q1 2024 and 1 closed out, a net change of 0 holders.
- The largest Hennessy Advisors buyer in Q1 2024 was Osaic Holdings, an estimated $27.4K added.
- The largest Hennessy Advisors seller in Q1 2024 was Morgan Stanley, an estimated $103K sold.
Based on aggregated 13F filings for Q1 2024.