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Bank of Hawaii

296 hedge funds and large institutions have $3B invested in Bank of Hawaii in 2016 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 79 increasing their positions, 104 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 22

22% more capital invested

Capital invested by funds: $2.45B → $3B (+$548M)

8% more funds holding

Funds holding: 273296 (+23)

1% more call options, than puts

Call options by funds: $3.25M | Put options by funds: $3.21M

0.13% more ownership

Funds ownership: 79.01%79.14% (+0.13%)

24% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 104

Holders
296
Holders Change
+23
Holders Change %
+8.42%
% of All Funds
7.4%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
50
Increased
79
Reduced
104
Closed
22
Calls
$3.25M
Puts
$3.21M
Net Calls
+$34K
Net Calls Change
-$2.52M
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
BlackRock Fund Advisors
California
$365M +$10.3M +127,550 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$306M +$11.1M +137,010 +4%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$270M +$6.06M +74,747 +3%
State Street
4
State Street
Massachusetts
$151M +$6.81M +83,967 +5%
BIT
5
BlackRock Institutional Trust
California
$116M +$920K +11,340 +0.9%
Kayne Anderson Rudnick Investment Management
6
Kayne Anderson Rudnick Investment Management
California
$96.7M -$4.87M -60,015 -5%
Macquarie Group
7
Macquarie Group
Australia
$94.4M -$5.34M -65,875 -6%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$93.8M -$229K -2,818 -0.3%
American Century Companies
9
American Century Companies
Missouri
$91.7M -$13.1M -161,312 -13%
Lord, Abbett & Co
10
Lord, Abbett & Co
New Jersey
$83.1M -$486K -5,992 -0.6%
WA
11
Wasatch Advisors
Utah
$81.2M +$2.48M +30,556 +3%
VFA
12
Virtus Fund Advisers
Connecticut
$58.6M -$1.93M -23,815 -3%
Mawer Investment Management
13
Mawer Investment Management
Alberta, Canada
$51.2M -$2.85M -35,100 -6%
BTW
14
Boston Trust Walden
Massachusetts
$48.8M -$6.31M -77,846 -12%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$48.4M -$4.99M -61,541 -10%
Northern Trust
16
Northern Trust
Illinois
$48.2M -$6.29M -77,573 -12%
EIP
17
Epoch Investment Partners
New York
$46.1M -$15.9M -195,999 -27%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$41.4M +$24M +296,330 +173%
Norges Bank
19
Norges Bank
Norway
$33.2M +$334K +4,115 +1%
CS
20
Credit Suisse
Switzerland
$31.7M -$10.5M -129,972 -27%
Goldman Sachs
21
Goldman Sachs
New York
$29.2M +$14.5M +178,984 +119%
JP Morgan Chase
22
JP Morgan Chase
New York
$28.8M -$1.17M -14,409 -4%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$28.5M +$1.13M +13,939 +5%
Capital Research Global Investors
24
Capital Research Global Investors
California
$27.7M +$25.4M +312,643 New
RA
25
Royce & Associates
New York
$27.7M -$949K -11,700 -4%

BOH Hedge Fund Activity: Q4 2016 in Review

296 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Bank of Hawaii (BOH) for Q4 2016, worth a combined $3B — up 22% from $2.45B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new BOH positions and 22 closed out — a net gain of 28 holders — while 79 added to existing stakes and 104 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $25.4M. The largest seller was Epoch Investment Partners, cutting an estimated $15.9M.

  • 296 institutional investors held Bank of Hawaii (BOH) as of Q4 2016, up from 273 in Q3 2016.
  • Funds reported $3B of Bank of Hawaii stock for Q4 2016, up 22% quarter-over-quarter.
  • 50 funds opened new Bank of Hawaii positions in Q4 2016 and 22 closed out, a net change of +28 holders.
  • The largest Bank of Hawaii buyer in Q4 2016 was Capital Research Global Investors, an estimated $25.4M added.
  • The largest Bank of Hawaii seller in Q4 2016 was Epoch Investment Partners, an estimated $15.9M sold.

Based on aggregated 13F filings for Q4 2016.