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First Hawaiian

233 hedge funds and large institutions have $3.42B invested in First Hawaiian in 2019 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 121 increasing their positions, 44 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 16

175% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 44

38% more capital invested

Capital invested by funds: $2.47B → $3.42B (+$946M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

20% more funds holding

Funds holding: 194233 (+39)

17.07% more ownership

Funds ownership: 81.27%98.34% (+17%)

Holders
233
Holders Change
+39
Holders Change %
+20.1%
% of All Funds
5.04%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
56
Increased
121
Reduced
44
Closed
16
Calls
$769K
Puts
Net Calls
+$769K
Net Calls Change
+$994K
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
101
Parametric Portfolio Associates
Washington
$2.51M +$1.26M +48,699 +102%
CAM
102
ClariVest Asset Management
California
$2.48M +$80.2K +3,100 +3%
Nordea Investment Management
103
Nordea Investment Management
Sweden
$2.48M +$80.2K +3,100 +3%
EAM
104
Eventide Asset Management
Massachusetts
$2.45M
Envestnet Asset Management
105
Envestnet Asset Management
Illinois
$2.41M +$1.33M +51,435 +125%
Loomis, Sayles & Company
106
Loomis, Sayles & Company
Massachusetts
$2.39M +$2.25M +87,048 +1,804%
SCM
107
Sterling Capital Management
North Carolina
$2.39M +$2.37M +91,640 New
SEC
108
Seven Eight Capital
New York
$2.33M +$1.63M +62,900 +238%
Stifel Financial
109
Stifel Financial
Missouri
$2.05M +$950K +36,721 +88%
UBS Group
110
UBS Group
Switzerland
$2.02M -$4.32K -167 -0.2%
Mackenzie Financial
111
Mackenzie Financial
Ontario, Canada
$2.01M +$1.99M +77,066 New
Bank of Nova Scotia
112
Bank of Nova Scotia
Ontario, Canada
$1.88M -$134K -5,200 -7%
CIBC Asset Management
113
CIBC Asset Management
Ontario, Canada
$1.84M -$131K -5,080 -7%
Citigroup
114
Citigroup
New York
$1.84M -$59.2K -2,290 -3%
Legal & General Group
115
Legal & General Group
United Kingdom
$1.83M +$469K +18,153 +35%
SG Americas Securities
116
SG Americas Securities
New York
$1.83M +$1.27M +48,986 +232%
YMRC
117
Yorktown Management & Research Company
Virginia
$1.82M -$517K -20,000 -22%
VOYA Investment Management
118
VOYA Investment Management
Georgia
$1.82M +$91.8K +3,551 +5%
Connor, Clark & Lunn Investment Management (CC&L)
119
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.78M +$258K +9,975 +17%
ERSOT
120
Employees Retirement System of Texas
Texas
$1.77M +$1.76M +68,000 New
LCM
121
Laurion Capital Management
New York
$1.77M +$1.76M +67,950 New
Brown Advisory
122
Brown Advisory
Maryland
$1.72M +$10.6K +411 +0.6%
Treasurer of the State of North Carolina
123
Treasurer of the State of North Carolina
North Carolina
$1.69M +$330K +12,754 +24%
OAM
124
Oxford Asset Management
United Kingdom
$1.56M +$833K +32,215 +116%
BPC
125
Banque Pictet & Cie
Switzerland
$1.56M -$18.1K -700 -1%

FHB Hedge Fund Activity: Q1 2019 in Review

233 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in First Hawaiian (FHB) for Q1 2019, worth a combined $3.42B — up 38% from $2.47B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new FHB positions and 16 closed out — a net gain of 40 holders — while 121 added to existing stakes and 44 trimmed.

The largest buyer was AJO LP, opening a new position worth an estimated $108M. The largest seller was State Street, cutting an estimated $33.9M.

  • 233 institutional investors held First Hawaiian (FHB) as of Q1 2019, up from 194 in Q4 2018.
  • Funds reported $3.42B of First Hawaiian stock for Q1 2019, up 38% quarter-over-quarter.
  • 56 funds opened new First Hawaiian positions in Q1 2019 and 16 closed out, a net change of +40 holders.
  • The largest First Hawaiian buyer in Q1 2019 was AJO LP, an estimated $108M added.
  • The largest First Hawaiian seller in Q1 2019 was State Street, an estimated $33.9M sold.

Based on aggregated 13F filings for Q1 2019.