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HA

Hawaiian Holdings, Inc.

Delisted

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

188 hedge funds and large institutions have $974M invested in Hawaiian Holdings, Inc. in 2021 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 70 increasing their positions, 46 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 46

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

2% less capital invested

Capital invested by funds: $991M → $974M (-$16.9M)

3% less funds holding

Funds holding: 193188 (-5)

16% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 32

26% less call options, than puts

Call options by funds: $20M | Put options by funds: $26.9M

Holders
188
Holders Change
-5
Holders Change %
-2.59%
% of All Funds
3.27%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
27
Increased
70
Reduced
46
Closed
32
Calls
$20M
Puts
$26.9M
Net Calls
-$6.95M
Net Calls Change
-$64.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$198M -$2.38M -92,263 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$124M +$10M +388,267 +8%
USGIU
3
U.S. Global Investors (USGI)
Texas
$102M +$108M +4,198,398 New
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$83.6M +$12M +463,859 +16%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$54.8M -$12.4M -482,596 -18%
State Street
6
State Street
Massachusetts
$51.5M -$1.75M -67,841 -3%
LSV Asset Management
7
LSV Asset Management
Illinois
$25.4M -$2.08M -80,500 -7%
TAM
8
Third Avenue Management
New York
$24.2M -$825K -31,977 -3%
Northern Trust
9
Northern Trust
Illinois
$21.3M +$927K +35,953 +4%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$21M +$1.69M +65,360 +8%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$13.8M +$131K +5,096 +0.9%
Charles Schwab
12
Charles Schwab
California
$12.1M +$586K +22,716 +5%
Morgan Stanley
13
Morgan Stanley
New York
$11.5M +$3.67M +142,131 +43%
Goldman Sachs
14
Goldman Sachs
New York
$11.4M +$6.63M +256,850 +121%
HCM
15
Highline Capital Management
New York
$11.2M -$2.58M -100,066 -18%
GLA
16
Great Lakes Advisors
Illinois
$9.48M +$10M +389,142 New
Principal Financial Group
17
Principal Financial Group
Iowa
$8.62M -$873K -33,848 -9%
WM
18
WS Management
Florida
$8.17M +$5.8M +225,000 +204%
DSC
19
Donald Smith & Co
New York
$7.75M -$4.51M -174,711 -35%
Primecap Management
20
Primecap Management
California
$7.69M -$276K -10,699 -3%
SDIC
21
South Dakota Investment Council
South Dakota
$7.48M +$5.33M +206,520 +206%
PPA
22
Parametric Portfolio Associates
Washington
$6.58M +$618K +23,954 +10%
Voloridge Investment Management
23
Voloridge Investment Management
Florida
$6.06M -$1.02M -39,417 -14%
AII
24
AGF Investments Inc
Ontario, Canada
$5.85M +$1.03M +40,000 +20%
Ameriprise
25
Ameriprise
Minnesota
$5.54M +$197K +7,636 +3%

HA Hedge Fund Activity: Q2 2021 in Review

188 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Holdings, Inc. (HA) for Q2 2021, worth a combined $974M — down 1.7% from $991M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of HA and 27 opened new positions — a net loss of 5 holders — while 46 trimmed existing stakes and 70 added.

The largest buyer was U.S. Global Investors (USGI), opening a new position worth an estimated $108M. The largest seller was Millennium Management, exiting entirely with an estimated $36.2M sold.

  • 188 institutional investors held Hawaiian Holdings, Inc. (HA) as of Q2 2021, down from 193 in Q1 2021.
  • Funds reported $974M of Hawaiian Holdings, Inc. stock for Q2 2021, down 1.7% quarter-over-quarter.
  • 27 funds opened new Hawaiian Holdings, Inc. positions in Q2 2021 and 32 closed out, a net change of -5 holders.
  • The largest Hawaiian Holdings, Inc. buyer in Q2 2021 was U.S. Global Investors (USGI), an estimated $108M added.
  • The largest Hawaiian Holdings, Inc. seller in Q2 2021 was Millennium Management, an estimated $36.2M sold.

Based on aggregated 13F filings for Q2 2021.