Hennessy Advisors
HNNA
21 hedge funds and large institutions have $8M invested in Hennessy Advisors in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 2 closing their positions.
60% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 5
46% more capital invested
Capital invested by funds: $5.48M → $8M (+$2.52M)
0.45% more ownership
Funds ownership: 10.02% → 10.47% (+0.45%)
0% more funds holding
Funds holding: 21 → 21 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
+$469K |
| 2 |
Geode Capital Management
Boston,
Massachusetts
|
+$107K |
| 3 |
BlackRock
New York
|
+$7.82K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$6.76K |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$6.07K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$193K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$55K |
| 3 |
Renaissance Technologies
New York
|
-$17.1K |
| 4 |
JP Morgan Chase
New York
|
-$4.5K |
| 5 |
PWM
Perigon Wealth Management
San Francisco,
California
|
-$3.05K |
HNNA Hedge Fund Activity: Q3 2024 in Review
21 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Hennessy Advisors (HNNA) for Q3 2024, worth a combined $8M — up 46% from $5.48M a quarter earlier.
Fund positioning in HNNA was balanced in Q3 2024: 2 funds opened new positions, 2 closed out, 8 added to existing stakes and 5 trimmed.
The largest buyer was Redhawk Wealth Advisors, opening a new position worth an estimated $469K. The largest seller was Susquehanna International Group, cutting an estimated $193K.
- 21 institutional investors held Hennessy Advisors (HNNA) as of Q3 2024, unchanged from Q2 2024.
- Funds reported $8M of Hennessy Advisors stock for Q3 2024, up 46% quarter-over-quarter.
- 2 funds opened new Hennessy Advisors positions in Q3 2024 and 2 closed out, a net change of 0 holders.
- The largest Hennessy Advisors buyer in Q3 2024 was Redhawk Wealth Advisors, an estimated $469K added.
- The largest Hennessy Advisors seller in Q3 2024 was Susquehanna International Group, an estimated $193K sold.
Based on aggregated 13F filings for Q3 2024.