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First Hawaiian

246 hedge funds and large institutions have $2.61B invested in First Hawaiian in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 104 increasing their positions, 85 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

247% more call options, than puts

Call options by funds: $309K | Put options by funds: $89K

22% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 85

0.13% less ownership

Funds ownership: 99.01%98.88% (-0.13%)

3% less funds holding

Funds holding: 254246 (-8)

15% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 33

19% less capital invested

Capital invested by funds: $3.21B → $2.61B (-$602M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
246
Holders Change
-8
Holders Change %
-3.15%
% of All Funds
3.92%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
28
Increased
104
Reduced
85
Closed
33
Calls
$309K
Puts
$89K
Net Calls
+$220K
Net Calls Change
-$79K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$352M +$1.95M +77,377 +0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$304M +$1.27M +50,389 +0.3%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$290M +$15.9M +629,893 +5%
American Century Companies
4
American Century Companies
Missouri
$155M -$14.9M -589,381 -7%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$133M -$25.6M -1,016,701 -14%
State Street
6
State Street
Massachusetts
$106M +$4.35M +172,561 +3%
Fuller & Thaler Asset Management
7
Fuller & Thaler Asset Management
California
$102M +$36.3M +1,441,962 +41%
AllianceBernstein
8
AllianceBernstein
Tennessee
$95.9M +$15.7M +624,883 +16%
JP Morgan Chase
9
JP Morgan Chase
New York
$66.4M +$4.81M +190,688 +6%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$65.8M +$5.38M +213,576 +7%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$63.9M +$10.4M +412,608 +15%
Northern Trust
12
Northern Trust
Illinois
$46.6M -$6.85M -271,863 -11%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$41.2M +$796K +31,606 +2%
YAM
14
Yacktman Asset Management
Texas
$39.4M +$219K +8,679 +0.5%
RP
15
Reinhart Partners
Wisconsin
$38.5M +$8.93M +354,374 +23%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$38.5M +$1.12M +44,348 +2%
Wells Fargo
17
Wells Fargo
California
$36.9M +$1.39M +55,128 +3%
Massachusetts Financial Services
18
Massachusetts Financial Services
Massachusetts
$36.5M -$4.16M -165,120 -9%
Allspring Global Investments
19
Allspring Global Investments
North Carolina
$28.2M +$3.03M +120,235 +10%
Morgan Stanley
20
Morgan Stanley
New York
$28.2M -$3.42M -135,551 -9%
Norges Bank
21
Norges Bank
Norway
$27.6M +$476K +18,882 +1%
Charles Schwab
22
Charles Schwab
California
$25.6M +$445K +17,649 +1%
Ameriprise
23
Ameriprise
Minnesota
$21.4M -$30.3K -1,201 -0.1%
SDJVC
24
St. Denis J. Villere & Co
Louisiana
$19.2M +$305K +12,110 +1%
Hotchkis & Wiley Capital Management
25
Hotchkis & Wiley Capital Management
California
$17M -$14.8M -586,470 -42%

FHB Hedge Fund Activity: Q1 2023 in Review

246 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in First Hawaiian (FHB) for Q1 2023, worth a combined $2.61B — down 19% from $3.21B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of FHB and 28 opened new positions — a net loss of 5 holders — while 85 trimmed existing stakes and 104 added.

The largest buyer was Fuller & Thaler Asset Management, adding an estimated $36.3M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $25.6M.

  • 246 institutional investors held First Hawaiian (FHB) as of Q1 2023, down from 254 in Q4 2022.
  • Funds reported $2.61B of First Hawaiian stock for Q1 2023, down 19% quarter-over-quarter.
  • 28 funds opened new First Hawaiian positions in Q1 2023 and 33 closed out, a net change of -5 holders.
  • The largest First Hawaiian buyer in Q1 2023 was Fuller & Thaler Asset Management, an estimated $36.3M added.
  • The largest First Hawaiian seller in Q1 2023 was Manulife (Manufacturers Life Insurance), an estimated $25.6M sold.

Based on aggregated 13F filings for Q1 2023.