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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$364M -$3.85M -137,045 -1%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$247M -$60.9M -2,168,829 -20%
American Century Companies
3
American Century Companies
Missouri
$226M +$14.6M +519,991 +7%
BlackRock
4
BlackRock
New York
$193M +$17M +605,127 +10%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$184M -$7.78M -276,863 -4%
JP Morgan Chase
6
JP Morgan Chase
New York
$140M -$5.04M -179,514 -4%
Manulife (Manufacturers Life Insurance)
7
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$120M -$4.8M -170,858 -4%
Hotchkis & Wiley Capital Management
8
Hotchkis & Wiley Capital Management
California
$107M -$2.91M -103,540 -3%
Wells Fargo
9
Wells Fargo
California
$105M +$17M +605,477 +20%
Kayne Anderson Rudnick Investment Management
10
Kayne Anderson Rudnick Investment Management
California
$99.8M +$97.2M +3,459,080 New
Macquarie Group
11
Macquarie Group
Australia
$97.4M +$982K +34,951 +1%
SDJVC
12
St. Denis J. Villere & Co
Louisiana
$86.9M -$59K -2,100 -0.1%
State Street
13
State Street
Massachusetts
$78.8M -$3.53M -125,452 -4%
AL
14
AJO LP
Pennsylvania
$69.2M -$15.6M -554,228 -19%
ACA
15
Anchor Capital Advisors
Massachusetts
$68.8M +$24.8M +882,612 +59%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$66.5M -$4.53M -161,252 -7%
Fuller & Thaler Asset Management
17
Fuller & Thaler Asset Management
California
$62.5M +$4.72M +167,890 +8%
Boston Partners
18
Boston Partners
Massachusetts
$60.8M +$192K +6,831 +0.3%
DRZID
19
DePrince Race & Zollo Inc (DRZ)
Florida
$52.2M -$14M -499,456 -22%
Norges Bank
20
Norges Bank
Norway
$45.5M +$1.05M +37,371 +2%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$44.8M +$1.15M +40,779 +3%
JIC
22
Johnson Investment Counsel
Ohio
$44.3M +$1.74M +61,818 +4%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$43.5M +$563K +20,029 +1%
Wellington Management Group
24
Wellington Management Group
Massachusetts
$42.8M +$9.83M +349,829 +31%
WCM
25
Wedge Capital Management
North Carolina
$37.5M -$392K -13,933 -1%

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.