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HA

Hawaiian Holdings, Inc.

Delisted

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

185 hedge funds and large institutions have $835M invested in Hawaiian Holdings, Inc. in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 55 increasing their positions, 55 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 26

0% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 55

2% less funds holding

Funds holding: 188185 (-3)

14% less capital invested

Capital invested by funds: $974M → $835M (-$139M)

18% less call options, than puts

Call options by funds: $23.8M | Put options by funds: $29M

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
185
Holders Change
-3
Holders Change %
-1.6%
% of All Funds
3.24%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
26
Increased
55
Reduced
55
Closed
26
Calls
$23.8M
Puts
$29M
Net Calls
-$5.22M
Net Calls Change
+$1.74M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$172M -$4.37M -213,136 -3%
USGIU
2
U.S. Global Investors (USGI)
Texas
$116M +$23.3M +1,139,656 +27%
Vanguard Group
3
Vanguard Group
Pennsylvania
$109M -$750K -36,610 -0.7%
State Street
4
State Street
Massachusetts
$47.2M +$1.29M +62,907 +3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$41.3M -$6.98M -340,834 -15%
TC
6
Towle & Co
Colorado
$29.2M +$27.6M +1,349,670 New
LSV Asset Management
7
LSV Asset Management
Illinois
$22M -$584K -28,500 -3%
TAM
8
Third Avenue Management
New York
$21.5M
Geode Capital Management
9
Geode Capital Management
Massachusetts
$19M +$328K +15,996 +2%
Northern Trust
10
Northern Trust
Illinois
$18.5M -$465K -22,719 -3%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$12.9M +$622K +30,341 +5%
Lord, Abbett & Co
12
Lord, Abbett & Co
New Jersey
$11.9M -$59M -2,880,944 -84%
Charles Schwab
13
Charles Schwab
California
$10.9M +$131K +6,408 +1%
GLA
14
Great Lakes Advisors
Illinois
$8.32M -$107K -5,200 -1%
Morgan Stanley
15
Morgan Stanley
New York
$7.76M -$2.36M -115,412 -24%
Principal Financial Group
16
Principal Financial Group
Iowa
$7.56M -$93.3K -4,552 -1%
SDIC
17
South Dakota Investment Council
South Dakota
$7.41M +$717K +35,000 +11%
WM
18
WS Management
Florida
$7.26M
DSC
19
Donald Smith & Co
New York
$6.89M -$4.49K -219 -0.1%
Primecap Management
20
Primecap Management
California
$6.79M -$34.8K -1,701 -0.5%
HCM
21
Hodges Capital Management
Texas
$6.59M +$3.97M +193,606 +175%
SFI
22
Sonic Fund II
Hawaii
$6.5M +$2.05M +100,000 +50%
PPA
23
Parametric Portfolio Associates
Washington
$6.29M +$413K +20,184 +7%
AII
24
AGF Investments Inc
Ontario, Canada
$5.2M
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$5.19M +$1.48M +72,363 +43%

HA Hedge Fund Activity: Q3 2021 in Review

185 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Holdings, Inc. (HA) for Q3 2021, worth a combined $835M — down 14% from $974M a quarter earlier.

Fund positioning in HA was balanced in Q3 2021: 26 funds opened new positions, 26 closed out, 55 added to existing stakes and 55 trimmed.

The largest buyer was Towle & Co, opening a new position worth an estimated $27.6M. The largest seller was Lord, Abbett & Co, cutting an estimated $59M.

  • 185 institutional investors held Hawaiian Holdings, Inc. (HA) as of Q3 2021, down from 188 in Q2 2021.
  • Funds reported $835M of Hawaiian Holdings, Inc. stock for Q3 2021, down 14% quarter-over-quarter.
  • 26 funds opened new Hawaiian Holdings, Inc. positions in Q3 2021 and 26 closed out, a net change of 0 holders.
  • The largest Hawaiian Holdings, Inc. buyer in Q3 2021 was Towle & Co, an estimated $27.6M added.
  • The largest Hawaiian Holdings, Inc. seller in Q3 2021 was Lord, Abbett & Co, an estimated $59M sold.

Based on aggregated 13F filings for Q3 2021.