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First Hawaiian

221 hedge funds and large institutions have $2.93B invested in First Hawaiian in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 80 increasing their positions, 89 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,565% more call options, than puts

Call options by funds: $613K | Put options by funds: $23K

27% more capital invested

Capital invested by funds: $2.3B → $2.93B (+$623M)

0.54% more ownership

Funds ownership: 99.76%100.3% (+0.54%)

4% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 28

2% less funds holding

Funds holding: 225221 (-4)

10% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 89

Holders
221
Holders Change
-4
Holders Change %
-1.78%
% of All Funds
3.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
80
Reduced
89
Closed
28
Calls
$613K
Puts
$23K
Net Calls
+$590K
Net Calls Change
+$882K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$386M +$9.62M +492,571 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$335M +$1.71M +87,304 +0.6%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$296M -$7.77M -397,544 -3%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$232M -$3.55M -181,479 -2%
State Street
5
State Street
Massachusetts
$148M +$20M +1,023,377 +19%
Fuller & Thaler Asset Management
6
Fuller & Thaler Asset Management
California
$134M -$15.9M -815,649 -12%
AllianceBernstein
7
AllianceBernstein
Tennessee
$105M -$1.4M -71,741 -2%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$103M +$13.1M +668,871 +17%
JP Morgan Chase
9
JP Morgan Chase
New York
$87.4M -$1.21M -61,804 -2%
American Century Companies
10
American Century Companies
Missouri
$74.4M -$40.9M -2,092,699 -39%
Morgan Stanley
11
Morgan Stanley
New York
$66.8M +$24.5M +1,256,307 +75%
Hotchkis & Wiley Capital Management
12
Hotchkis & Wiley Capital Management
California
$58.1M +$27.5M +1,408,160 +124%
RP
13
Reinhart Partners
Wisconsin
$51.5M +$4.06M +207,652 +10%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$47M -$6.61M -338,433 -14%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$46.7M +$3.19M +163,326 +9%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$46.1M +$1.26M +64,620 +3%
YAM
17
Yacktman Asset Management
Texas
$44.3M +$114K +5,812 +0.3%
Wells Fargo
18
Wells Fargo
California
$41.2M -$681K -34,851 -2%
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$39.2M +$184K +9,430 +0.6%
Northern Trust
20
Northern Trust
Illinois
$39.1M +$5.54M +283,810 +20%
Charles Schwab
21
Charles Schwab
California
$35.2M +$2.25M +115,109 +8%
Norges Bank
22
Norges Bank
Norway
$32.7M +$3.78M +193,548 +16%
Allspring Global Investments
23
Allspring Global Investments
North Carolina
$31.8M +$152K +7,783 +0.6%
Citadel Advisors
24
Citadel Advisors
Florida
$30.4M +$6.57M +336,313 +34%
RJA
25
Raymond James & Associates
Florida
$21.2M +$341K +17,431 +2%

FHB Hedge Fund Activity: Q4 2023 in Review

221 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in First Hawaiian (FHB) for Q4 2023, worth a combined $2.93B — up 27% from $2.3B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of FHB and 27 opened new positions — a net loss of 1 holder — while 89 trimmed existing stakes and 80 added.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $27.5M. The largest seller was American Century Companies, cutting an estimated $40.9M.

  • 221 institutional investors held First Hawaiian (FHB) as of Q4 2023, down from 225 in Q3 2023.
  • Funds reported $2.93B of First Hawaiian stock for Q4 2023, up 27% quarter-over-quarter.
  • 27 funds opened new First Hawaiian positions in Q4 2023 and 28 closed out, a net change of -1 holder.
  • The largest First Hawaiian buyer in Q4 2023 was Hotchkis & Wiley Capital Management, an estimated $27.5M added.
  • The largest First Hawaiian seller in Q4 2023 was American Century Companies, an estimated $40.9M sold.

Based on aggregated 13F filings for Q4 2023.