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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
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$267M +$96.5M +5,749,016 +59%
Vanguard Group
2
Vanguard Group
Pennsylvania
$217M -$5.67M -337,570 -3%
BlackRock
3
BlackRock
New York
$99.6M -$8.87M -528,313 -8%
Wells Fargo
4
Wells Fargo
California
$94.9M +$5.33M +317,768 +6%
JP Morgan Chase
5
JP Morgan Chase
New York
$94.7M +$3.18M +189,603 +4%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$90.4M -$6.12M -364,958 -6%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$83.1M -$23.4M -1,394,726 -22%
Macquarie Group
8
Macquarie Group
Australia
$66.2M +$3.32M +197,655 +5%
State Street
9
State Street
Massachusetts
$55.4M +$10.8M +643,433 +25%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$53.8M -$35.9M -2,140,111 -41%
SDJVC
11
St. Denis J. Villere & Co
Louisiana
$52.1M +$628K +37,447 +1%
Fuller & Thaler Asset Management
12
Fuller & Thaler Asset Management
California
$50.2M +$1.52M +90,762 +3%
YAM
13
Yacktman Asset Management
Texas
$48.8M -$152K -9,068 -0.3%
Hotchkis & Wiley Capital Management
14
Hotchkis & Wiley Capital Management
California
$47.1M -$4.15M -247,110 -8%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$44.5M +$15.6M +931,306 +57%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$42.8M +$2.29M +136,678 +6%
ACA
17
Anchor Capital Advisors
Massachusetts
$40.6M +$249K +14,811 +0.6%
Boston Partners
18
Boston Partners
Massachusetts
$37.3M -$610K -36,368 -2%
Norges Bank
19
Norges Bank
Norway
$31.6M +$4.3M +256,515 +16%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$28.9M +$8.8M +524,364 +46%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$28.2M +$162K +9,662 +0.6%
JIC
22
Johnson Investment Counsel
Ohio
$27.5M +$253K +15,077 +1%
CVA
23
Ceredex Value Advisors
Florida
$27.1M +$1.77M +105,600 +7%
Wellington Management Group
24
Wellington Management Group
Massachusetts
$26.8M +$5.79M +344,859 +29%
Goldman Sachs
25
Goldman Sachs
New York
$26.5M +$15.7M +935,760 +156%

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.