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First Hawaiian

245 hedge funds and large institutions have $3.55B invested in First Hawaiian in 2021 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 80 increasing their positions, 84 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

8,033% more call options, than puts

Call options by funds: $244K | Put options by funds: $3K

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

181% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 16

14% more capital invested

Capital invested by funds: $3.13B → $3.55B (+$423M)

13% more funds holding

Funds holding: 217245 (+28)

5% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 84

2.23% less ownership

Funds ownership: 101.45%99.22% (-2.2%)

Holders
245
Holders Change
+28
Holders Change %
+12.9%
% of All Funds
4.3%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
45
Increased
80
Reduced
84
Closed
16
Calls
$244K
Puts
$3K
Net Calls
+$241K
Net Calls Change
+$456K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$479M +$31.3M +1,165,589 +7%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$403M +$761K +28,342 +0.2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$394M +$7.7M +286,814 +2%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$162M -$11.8M -438,705 -7%
State Street
5
State Street
Massachusetts
$154M +$16.9M +629,298 +13%
Fuller & Thaler Asset Management
6
Fuller & Thaler Asset Management
California
$131M -$8.41M -313,219 -6%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$120M -$338K -12,597 -0.3%
JP Morgan Chase
8
JP Morgan Chase
New York
$117M -$19.8M -738,292 -15%
Wells Fargo
9
Wells Fargo
California
$100M -$5.89M -219,378 -6%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$83.7M +$44.6K +1,660 +0.1%
SDJVC
11
St. Denis J. Villere & Co
Louisiana
$81.8M -$466K -17,370 -0.6%
YAM
12
Yacktman Asset Management
Texas
$80.7M +$382K +14,243 +0.5%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$72.5M -$1.67M -62,298 -2%
Hotchkis & Wiley Capital Management
14
Hotchkis & Wiley Capital Management
California
$69.8M -$1.33M -49,360 -2%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$67M -$2.78M -103,501 -4%
Boston Partners
16
Boston Partners
Massachusetts
$52.8M -$868K -32,337 -2%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$51.7M +$3.11M +115,686 +7%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$48.5M +$1.56M +58,251 +3%
Ameriprise
19
Ameriprise
Minnesota
$48M +$902K +33,610 +2%
RP
20
Reinhart Partners
Wisconsin
$39.2M +$4.07M +151,556 +12%
Norges Bank
21
Norges Bank
Norway
$38.6M -$6.32M -235,454 -14%
RA
22
Royce & Associates
New York
$34.3M +$4.46M +165,994 +15%
Principal Financial Group
23
Principal Financial Group
Iowa
$33.4M +$995K +37,053 +3%
CVA
24
Ceredex Value Advisors
Florida
$32.7M -$9.8M -365,100 -23%
FAM
25
Fenimore Asset Management
New York
$29.8M +$5.48M +204,079 +23%

FHB Hedge Fund Activity: Q1 2021 in Review

245 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in First Hawaiian (FHB) for Q1 2021, worth a combined $3.55B — up 14% from $3.13B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new FHB positions and 16 closed out — a net gain of 29 holders — while 80 added to existing stakes and 84 trimmed.

The largest buyer was BlackRock, adding an estimated $31.3M. The largest seller was Goldman Sachs, cutting an estimated $27.4M.

  • 245 institutional investors held First Hawaiian (FHB) as of Q1 2021, up from 217 in Q4 2020.
  • Funds reported $3.55B of First Hawaiian stock for Q1 2021, up 14% quarter-over-quarter.
  • 45 funds opened new First Hawaiian positions in Q1 2021 and 16 closed out, a net change of +29 holders.
  • The largest First Hawaiian buyer in Q1 2021 was BlackRock, an estimated $31.3M added.
  • The largest First Hawaiian seller in Q1 2021 was Goldman Sachs, an estimated $27.4M sold.

Based on aggregated 13F filings for Q1 2021.