First Hawaiian
230 hedge funds and large institutions have $3.73B invested in First Hawaiian in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 85 increasing their positions, 89 reducing their positions, and 32 closing their positions.
1.75% more ownership
Funds ownership: 99.22% → 100.97% (+1.7%)
5% more capital invested
Capital invested by funds: $3.55B → $3.73B (+$176M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
4% less repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 89
6% less funds holding
Funds holding: 245 → 230 (-15)
44% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 32
Top Buyers
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$81.6M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$34.5M |
| 3 |
State Street
Boston,
Massachusetts
|
+$21M |
| 4 |
JP Morgan Chase
New York
|
+$18.7M |
| 5 |
Bank of New York Mellon
New York
|
+$11.7M |
Top Sellers
| 1 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$14.2M |
| 2 |
BlackRock
New York
|
-$11.4M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$10.9M |
| 4 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$10.4M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$10.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CC
251
Centiva Capital
New York
| – | -$244K | -8,920 | Closed |
|
|
PHK
252
Point72 Hong Kong
Hong Kong
| – | -$238K | -8,693 | Closed |
|
|
FSC
253
Full Sail Capital
Oklahoma City,
Oklahoma
| – | -$205K | -7,434 | Closed |
|
|
ONB
254
Old National Bancorp
Evansville,
Indiana
| – | -$201K | -7,360 | Closed |
|
255
Loomis, Sayles & Company
Boston,
Massachusetts
| – | -$18K | -646 | Closed |
|
|
EWA
256
Evolution Wealth Advisors
Aventura,
Florida
| – | -$16K | -580 | Closed |
|
|
PMFA
257
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$6K | -212 | Closed |
|
|
EW
258
Evoke Wealth
Los Angeles,
California
| – | -$3K | -94 | Closed |
|
|
CQS
259
Credential Qtrade Securities
Vancouver,
| – | -$2.49K | -91 | Closed |
|
|
WCM
260
Wealthcare Capital Management
Richmond,
Virginia
| – | -$2K | -63 | Closed |
|
|
SWM
261
Spire Wealth Management
Mclean,
Virginia
| – | -$1K | -41 | Closed |
|
FHB Hedge Fund Activity: Q2 2021 in Review
230 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in First Hawaiian (FHB) for Q2 2021, worth a combined $3.73B — up 5% from $3.55B a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of FHB and 18 opened new positions — a net loss of 14 holders — while 89 trimmed existing stakes and 85 added.
The largest buyer was American Century Companies, adding an estimated $81.6M. The largest seller was Westwood Holdings Group, cutting an estimated $14.2M.
- 230 institutional investors held First Hawaiian (FHB) as of Q2 2021, down from 245 in Q1 2021.
- Funds reported $3.73B of First Hawaiian stock for Q2 2021, up 5% quarter-over-quarter.
- 18 funds opened new First Hawaiian positions in Q2 2021 and 32 closed out, a net change of -14 holders.
- The largest First Hawaiian buyer in Q2 2021 was American Century Companies, an estimated $81.6M added.
- The largest First Hawaiian seller in Q2 2021 was Westwood Holdings Group, an estimated $14.2M sold.
Based on aggregated 13F filings for Q2 2021.