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HA

Hawaiian Holdings, Inc.

Delisted

HA was delisted on the 17th of September, 2024.

175 hedge funds and large institutions have $510M invested in Hawaiian Holdings, Inc. in 2020 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 64 increasing their positions, 53 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more capital invested

Capital invested by funds: $392M → $510M (+$118M)

27% more call options, than puts

Call options by funds: $9.79M | Put options by funds: $7.72M

21% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 53

3% less funds holding

Funds holding: 180175 (-5)

14% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 35

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
175
Holders Change
-5
Holders Change %
-2.78%
% of All Funds
3.59%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
30
Increased
64
Reduced
53
Closed
35
Calls
$9.79M
Puts
$7.72M
Net Calls
+$2.07M
Net Calls Change
+$3.07M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$96.4M -$270K -19,832 -0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$61.8M -$6.52M -478,484 -10%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$51.8M +$862K +63,295 +2%
USGIU
4
U.S. Global Investors (USGI)
Texas
$31.8M +$20.1M +1,473,204 +186%
State Street
5
State Street
Massachusetts
$26.6M +$2.39M +175,493 +10%
LSV Asset Management
6
LSV Asset Management
Illinois
$19.7M -$1.51M -111,100 -7%
Northern Trust
7
Northern Trust
Illinois
$17.6M +$7M +514,308 +70%
TAM
8
Third Avenue Management
New York
$16.3M -$749K -55,023 -5%
JP Morgan Chase
9
JP Morgan Chase
New York
$10.2M +$5.89M +432,623 +147%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$9.98M +$364K +26,701 +4%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$9.37M -$1.27M -93,373 -12%
Norges Bank
12
Norges Bank
Norway
$7.56M -$1.14M -83,857 -13%
DSC
13
Donald Smith & Co
New York
$6.03M +$5.84M +429,098 New
Charles Schwab
14
Charles Schwab
California
$5.86M +$217K +15,944 +4%
Primecap Management
15
Primecap Management
California
$5.34M -$2.62M -192,400 -34%
ICOM
16
Investment Counselors of Maryland
Maryland
$5.33M +$5.16M +379,241 New
Principal Financial Group
17
Principal Financial Group
Iowa
$5.28M +$292K +21,440 +6%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$5.18M -$860K -63,125 -15%
DGHMC
19
Dalton, Greiner, Hartman, Maher & Co
New York
$4.68M +$16.3K +1,199 +0.4%
GC
20
GMT Capital
Georgia
$3.97M +$855K +62,800 +29%
Prudential Financial
21
Prudential Financial
New Jersey
$3.93M -$282K -20,730 -7%
Morgan Stanley
22
Morgan Stanley
New York
$3.9M +$566K +41,565 +18%
Ameriprise
23
Ameriprise
Minnesota
$3.84M -$705K -51,787 -16%
HCM
24
Hodges Capital Management
Texas
$3.75M +$3.07M +225,311 +537%
AL
25
AJO LP
Pennsylvania
$3.72M +$2.53M +185,994 +236%

HA Hedge Fund Activity: Q2 2020 in Review

175 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Holdings, Inc. (HA) for Q2 2020, worth a combined $510M — up 30% from $392M a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of HA and 30 opened new positions — a net loss of 5 holders — while 53 trimmed existing stakes and 64 added.

The largest buyer was U.S. Global Investors (USGI), adding an estimated $20.1M. The largest seller was T. Rowe Price Associates, cutting an estimated $18.1M.

  • 175 institutional investors held Hawaiian Holdings, Inc. (HA) as of Q2 2020, down from 180 in Q1 2020.
  • Funds reported $510M of Hawaiian Holdings, Inc. stock for Q2 2020, up 30% quarter-over-quarter.
  • 30 funds opened new Hawaiian Holdings, Inc. positions in Q2 2020 and 35 closed out, a net change of -5 holders.
  • The largest Hawaiian Holdings, Inc. buyer in Q2 2020 was U.S. Global Investors (USGI), an estimated $20.1M added.
  • The largest Hawaiian Holdings, Inc. seller in Q2 2020 was T. Rowe Price Associates, an estimated $18.1M sold.

Based on aggregated 13F filings for Q2 2020.