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First Hawaiian

225 hedge funds and large institutions have $2.3B invested in First Hawaiian in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 75 increasing their positions, 92 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less capital invested

Capital invested by funds: $2.34B → $2.3B (-$38.2M)

8% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 26

2% less funds holding

Funds holding: 229225 (-4)

2.18% less ownership

Funds ownership: 101.94%99.76% (-2.2%)

18% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 92

76% less call options, than puts

Call options by funds: $94K | Put options by funds: $386K

Holders
225
Holders Change
-4
Holders Change %
-1.75%
% of All Funds
3.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
75
Reduced
92
Closed
26
Calls
$94K
Puts
$386K
Net Calls
-$292K
Net Calls Change
-$164K
Name Holding Trade Value Shares
Change
Change in
Stake
Ohio Public Employees Retirement System (OPERS)
101
Ohio Public Employees Retirement System (OPERS)
Ohio
$987K -$107K -5,539 -9%
Allianz Asset Management
102
Allianz Asset Management
Germany
$958K -$15.7K -815 -2%
FHB
103
First Hawaiian Bank
Hawaii
$792K
TWC
104
TD Waterhouse Canada
Ontario, Canada
$782K -$56K -2,905 -6%
State of Tennessee, Department of Treasury
105
State of Tennessee, Department of Treasury
Tennessee
$779K -$730K -37,889 -47%
Ensign Peak Advisors
106
Ensign Peak Advisors
Utah
$708K
OSAM
107
O'Shaughnessy Asset Management
Connecticut
$701K +$749K +38,831 New
OPERF
108
Oregon Public Employees Retirement Fund
Oregon
$684K -$36.6K -1,900 -5%
ASRS
109
Arizona State Retirement System
Arizona
$656K +$9K +467 +1%
New York State Teachers Retirement System (NYSTRS)
110
New York State Teachers Retirement System (NYSTRS)
New York
$629K -$40.5K -2,100 -6%
Handelsbanken Fonder
111
Handelsbanken Fonder
Sweden
$626K +$5.78K +300 +0.9%
LFGH
112
Lee Financial Group Hawaii
Hawaii
$624K +$135K +7,026 +26%
D.E. Shaw & Co
113
D.E. Shaw & Co
New York
$617K -$1.46M -75,625 -69%
Teacher Retirement System of Texas
114
Teacher Retirement System of Texas
Texas
$586K -$98.9K -5,131 -14%
SIA
115
SkyView Investment Advisors
New Jersey
$584K +$24.3K +1,259 +4%
CFG
116
CKW Financial Group
Hawaii
$581K
LPL Financial
117
LPL Financial
California
$568K +$154K +7,972 +34%
ECM
118
Evergreen Capital Management
Washington
$546K +$32.1K +1,664 +6%
OIA
119
OneDigital Investment Advisors
Kansas
$522K +$5.84K +303 +1%
KFP
120
KB Financial Partners
New Jersey
$520K +$5.82K +302 +1%
Balyasny Asset Management
121
Balyasny Asset Management
Illinois
$506K +$540K +28,023 New
Royal Bank of Canada
122
Royal Bank of Canada
Ontario, Canada
$505K -$36.9K -1,913 -6%
UB
123
UMB Bank
Missouri
$505K
CB
124
Commerce Bank
Missouri
$464K +$6.25K +324 +1%
Zurich Cantonal Bank
125
Zurich Cantonal Bank
Switzerland
$453K +$68.6K +3,559 +17%

FHB Hedge Fund Activity: Q3 2023 in Review

225 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in First Hawaiian (FHB) for Q3 2023, worth a combined $2.3B — down 1.6% from $2.34B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of FHB and 24 opened new positions — a net loss of 2 holders — while 92 trimmed existing stakes and 75 added.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $30.1M. The largest seller was American Century Companies, cutting an estimated $31.6M.

  • 225 institutional investors held First Hawaiian (FHB) as of Q3 2023, down from 229 in Q2 2023.
  • Funds reported $2.3B of First Hawaiian stock for Q3 2023, down 1.6% quarter-over-quarter.
  • 24 funds opened new First Hawaiian positions in Q3 2023 and 26 closed out, a net change of -2 holders.
  • The largest First Hawaiian buyer in Q3 2023 was Manulife (Manufacturers Life Insurance), an estimated $30.1M added.
  • The largest First Hawaiian seller in Q3 2023 was American Century Companies, an estimated $31.6M sold.

Based on aggregated 13F filings for Q3 2023.