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Bank of Hawaii

287 hedge funds and large institutions have $2.65B invested in Bank of Hawaii in 2019 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 73 increasing their positions, 106 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more call options, than puts

Call options by funds: $4.61M | Put options by funds: $1.58M

5% more capital invested

Capital invested by funds: $2.52B → $2.65B (+$127M)

1.62% more ownership

Funds ownership: 74.28%75.91% (+1.6%)

3% less funds holding

Funds holding: 296287 (-9)

27% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 22

31% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 106

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
287
Holders Change
-9
Holders Change %
-3.04%
% of All Funds
6.29%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
16
Increased
73
Reduced
106
Closed
22
Calls
$4.61M
Puts
$1.58M
Net Calls
+$3.02M
Net Calls Change
+$231K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$402M -$17.4M -209,341 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$347M -$2.17M -26,039 -0.6%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$212M -$4.13M -49,644 -2%
State Street
4
State Street
Massachusetts
$115M -$6.06M -72,861 -5%
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$108M -$1.53M -18,418 -1%
Victory Capital Management
6
Victory Capital Management
Texas
$97.8M +$3.9M +46,924 +4%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$88.6M -$2.14M -25,757 -2%
Janus Henderson Group
8
Janus Henderson Group
United Kingdom
$67.8M +$936K +11,262 +1%
Lord, Abbett & Co
9
Lord, Abbett & Co
New Jersey
$54.9M +$29.4M +353,116 +123%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$49.9M +$6.12M +73,568 +15%
Invesco
11
Invesco
Georgia
$48.8M +$1.11M +13,345 +2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$47.3M -$1.33M -16,012 -3%
First Trust Advisors
13
First Trust Advisors
Illinois
$45.9M +$1.9M +22,826 +4%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$43.1M +$388K +4,667 +0.9%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$42M +$13.3M +159,442 +48%
Renaissance Technologies
16
Renaissance Technologies
New York
$41M +$1.31M +15,800 +3%
Norges Bank
17
Norges Bank
Norway
$38.1M
CVA
18
Ceredex Value Advisors
Florida
$36M -$1.06M -12,700 -3%
Northern Trust
19
Northern Trust
Illinois
$35.8M -$1.05M -12,617 -3%
Charles Schwab
20
Charles Schwab
California
$33.3M +$1.28M +15,392 +4%
BTW
21
Boston Trust Walden
Massachusetts
$31.9M +$1.01M +12,199 +3%
Goldman Sachs
22
Goldman Sachs
New York
$30.5M +$10.4M +125,530 +55%
Manulife (Manufacturers Life Insurance)
23
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$29.6M -$4.26M -51,183 -13%
Acadian Asset Management
24
Acadian Asset Management
Massachusetts
$21.9M +$21.2M +254,425 New
RA
25
Royce & Associates
New York
$20.5M -$990K -11,900 -5%

BOH Hedge Fund Activity: Q3 2019 in Review

287 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Bank of Hawaii (BOH) for Q3 2019, worth a combined $2.65B — up 5% from $2.52B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of BOH and 16 opened new positions — a net loss of 6 holders — while 106 trimmed existing stakes and 73 added.

The largest buyer was Lord, Abbett & Co, adding an estimated $29.4M. The largest seller was Mawer Investment Management, exiting entirely with an estimated $24.1M sold.

  • 287 institutional investors held Bank of Hawaii (BOH) as of Q3 2019, down from 296 in Q2 2019.
  • Funds reported $2.65B of Bank of Hawaii stock for Q3 2019, up 5% quarter-over-quarter.
  • 16 funds opened new Bank of Hawaii positions in Q3 2019 and 22 closed out, a net change of -6 holders.
  • The largest Bank of Hawaii buyer in Q3 2019 was Lord, Abbett & Co, an estimated $29.4M added.
  • The largest Bank of Hawaii seller in Q3 2019 was Mawer Investment Management, an estimated $24.1M sold.

Based on aggregated 13F filings for Q3 2019.