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First Hawaiian

212 hedge funds and large institutions have $2.25B invested in First Hawaiian in 2020 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 88 increasing their positions, 72 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 72

1.18% more ownership

Funds ownership: 99.36%100.54% (+1.2%)

5% more capital invested

Capital invested by funds: $2.14B → $2.25B (+$105M)

5% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 38

2% less funds holding

Funds holding: 216212 (-4)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
212
Holders Change
-4
Holders Change %
-1.85%
% of All Funds
4.35%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
36
Increased
88
Reduced
72
Closed
38
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
WT
176
Washington Trust
Rhode Island
$43K +$43.5K +2,595 New
Lazard Asset Management
177
Lazard Asset Management
New York
$35K -$8.74K -521 -20%
AIG
178
American International Group
New York
$29K -$7.42K -442 -21%
SPIA
179
Steward Partners Investment Advisory
New York
$25K
CAPTRUST Financial Advisors
180
CAPTRUST Financial Advisors
North Carolina
$21K -$57.5K -3,424 -73%
Fifth Third Bancorp
181
Fifth Third Bancorp
Ohio
$16K
PA
182
Parallel Advisors
California
$12K +$5.34K +318 +79%
GT
183
Glenmede Trust
Pennsylvania
$10K -$12K -715 -52%
SFS
184
Sowell Financial Services
Arkansas
$10K -$9.06K -540 -48%
LF
185
Lee Financial
Texas
$10K
Rockefeller Capital Management
186
Rockefeller Capital Management
New York
$9K -$9.18K -547 -51%
CAN
187
Cetera Advisor Networks
California
$9K +$8.78K +523 New
AA
188
AlphaMark Advisors
Kentucky
$8K +$7.89K +470 New
CIA
189
CSat Investment Advisory
Michigan
$7K -$403 -24 -6%
Carson Wealth (CWM LLC)
190
Carson Wealth (CWM LLC)
Nebraska
$7K
FHA
191
First Horizon Advisors
Tennessee
$6K
PNC Financial Services Group
192
PNC Financial Services Group
Pennsylvania
$6K +$4.8K +286 +236%
WIM
193
Westside Investment Management
California
$5.17K +$3.36K +200 +67%
TRCT
194
Tower Research Capital (TRC)
New York
$5K +$4.77K +284 New
MAM
195
Meeder Asset Management
Ohio
$4K -$189K -11,277 -98%
OPS
196
Orion Portfolio Solutions
Nebraska
$4K -$4.08K -243 -52%
QCG
197
Quadrant Capital Group
Ohio
$4K -$134 -8 -4%
MPWT
198
MassMutual Private Wealth & Trust
Connecticut
$3K +$3.15K +188 New
CFD
199
Creative Financial Designs
Indiana
$3K +$3.34K +199 New
BWA
200
Burt Wealth Advisors
Maryland
$2K

FHB Hedge Fund Activity: Q2 2020 in Review

212 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in First Hawaiian (FHB) for Q2 2020, worth a combined $2.25B — up 4.9% from $2.14B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of FHB and 36 opened new positions — a net loss of 2 holders — while 72 trimmed existing stakes and 88 added.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $96.5M. The largest seller was American Century Companies, cutting an estimated $70.6M.

  • 212 institutional investors held First Hawaiian (FHB) as of Q2 2020, down from 216 in Q1 2020.
  • Funds reported $2.25B of First Hawaiian stock for Q2 2020, up 4.9% quarter-over-quarter.
  • 36 funds opened new First Hawaiian positions in Q2 2020 and 38 closed out, a net change of -2 holders.
  • The largest First Hawaiian buyer in Q2 2020 was Kayne Anderson Rudnick Investment Management, an estimated $96.5M added.
  • The largest First Hawaiian seller in Q2 2020 was American Century Companies, an estimated $70.6M sold.

Based on aggregated 13F filings for Q2 2020.