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First Hawaiian

224 hedge funds and large institutions have $3.7B invested in First Hawaiian in 2019 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 79 increasing their positions, 82 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

667% more call options, than puts

Call options by funds: $23K | Put options by funds: $3K

74% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 23

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

8% more capital invested

Capital invested by funds: $3.43B → $3.7B (+$275M)

8% more funds holding

Funds holding: 208224 (+16)

1.71% more ownership

Funds ownership: 96.3%98.01% (+1.7%)

4% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 82

Holders
224
Holders Change
+16
Holders Change %
+7.69%
% of All Funds
4.41%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
40
Increased
79
Reduced
82
Closed
23
Calls
$23K
Puts
$3K
Net Calls
+$20K
Net Calls Change
-$215K
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
201
Rockefeller Capital Management
New York
$25K -$8.85K -315 -27%
PCM
202
Prelude Capital Management
New York
$23K +$22.7K +809 New
FMT
203
First Mercantile Trust
Tennessee
$21K +$1.29K +46 +7%
RIA
204
Realta Investment Advisors
Delaware
$14K +$9.58K +341 +216%
OPS
205
Orion Portfolio Solutions
Nebraska
$12K +$11.4K +405 New
SPIA
206
Steward Partners Investment Advisory
New York
$12K +$11.9K +425 New
OSAM
207
O'Shaughnessy Asset Management
Connecticut
$11K +$10.3K +367 New
FHA
208
First Horizon Advisors
Tennessee
$10K
CIA
209
CSat Investment Advisory
Michigan
$10K +$1.24K +44 +14%
BGIM
210
Brandywine Global Investment Management
Pennsylvania
$9K
IA
211
IFP Advisors
Florida
$8K +$787 +28 +10%
BCA
212
Berman Capital Advisors
Georgia
$7K
Carson Wealth (CWM LLC)
213
Carson Wealth (CWM LLC)
Nebraska
$7K
SL
214
Savior LLC
Massachusetts
$6K +$6.13K +218 New
CA
215
Crewe Advisors
Utah
$5K +$4.52K +161 New
S
216
SignatureFD
Georgia
$3K +$2.92K +104 New
EI
217
Ellevest Inc
New York
$3K +$3.15K +112 New
TPCW
218
TD Private Client Wealth
New York
$2.48K +$2.42K +86 New
CFA
219
Carroll Financial Associates
North Carolina
$2K
Northwestern Mutual Wealth Management
220
Northwestern Mutual Wealth Management
Wisconsin
$2K +$2.08K +74 New
GWS
221
Glassman Wealth Services
Virginia
$1K +$84 +3 +7%
Adage Capital Partners
222
Adage Capital Partners
Massachusetts
-$12.6M -472,824 Closed
Squarepoint
223
Squarepoint
New York
-$7.05M -263,986 Closed
Two Sigma Investments
224
Two Sigma Investments
New York
-$4.83M -181,029 Closed
Jane Street
225
Jane Street
New York
-$1.89M -70,787 Closed

FHB Hedge Fund Activity: Q4 2019 in Review

224 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in First Hawaiian (FHB) for Q4 2019, worth a combined $3.7B — up 8% from $3.43B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new FHB positions and 23 closed out — a net gain of 17 holders — while 79 added to existing stakes and 82 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, opening a new position worth an estimated $97.2M. The largest seller was Fidelity Investments, cutting an estimated $60.9M.

  • 224 institutional investors held First Hawaiian (FHB) as of Q4 2019, up from 208 in Q3 2019.
  • Funds reported $3.7B of First Hawaiian stock for Q4 2019, up 8% quarter-over-quarter.
  • 40 funds opened new First Hawaiian positions in Q4 2019 and 23 closed out, a net change of +17 holders.
  • The largest First Hawaiian buyer in Q4 2019 was Kayne Anderson Rudnick Investment Management, an estimated $97.2M added.
  • The largest First Hawaiian seller in Q4 2019 was Fidelity Investments, an estimated $60.9M sold.

Based on aggregated 13F filings for Q4 2019.