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Hawaiian Electric Industries

259 hedge funds and large institutions have $1.79B invested in Hawaiian Electric Industries in 2017 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 94 increasing their positions, 82 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

312% more call options, than puts

Call options by funds: $1.21M | Put options by funds: $294K

15% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 82

6% more capital invested

Capital invested by funds: $1.68B → $1.79B (+$107M)

2.6% more ownership

Funds ownership: 46.86%49.46% (+2.6%)

6% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 31

2% less funds holding

Funds holding: 264259 (-5)

Holders
259
Holders Change
-5
Holders Change %
-1.89%
% of All Funds
6.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
94
Reduced
82
Closed
31
Calls
$1.21M
Puts
$294K
Net Calls
+$917K
Net Calls Change
+$587K
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
226
Cribstone Capital Management
Maine
$25K
M
227
MOTCO
Texas
$24K
Northwestern Mutual Wealth Management
228
Northwestern Mutual Wealth Management
Wisconsin
$24K +$1.86K +56 +8%
BC
229
Barnett & Company
Tennessee
$23K
EFSCE
230
Enterprise Financial Services Corp (EFSC)
Missouri
$20K +$16.3K +492 +403%
TG
231
TLP Group
Illinois
$20K +$19.5K +587 New
AssetMark Inc
232
AssetMark Inc
California
$18K
SBL
233
Sargent Bickham Lagudis
Colorado
$18K +$166 +5 +1%
Fifth Third Bancorp
234
Fifth Third Bancorp
Ohio
$17K -$41K -1,236 -71%
SIM
235
Sonora Investment Management
Arizona
$16.7K
CGT
236
Capital Guardian Trust
California
$16K
PCP
237
Proficio Capital Partners
Massachusetts
$16K +$13.6K +410 +621%
WIM
238
Westside Investment Management
California
$15.7K +$6.64K +200 +75%
HI
239
Hudock Inc
Pennsylvania
$15K
WCBA
240
Weaver C. Barksdale & Associates
Tennessee
$13K -$1.2K -36 -9%
BRC
241
Bell Rock Capital
Delaware
$12K
IUHSA
242
Itau Unibanco Holding S.A.
Brazil
$12K +$11.6K +350 New
VCM
243
Versant Capital Management
Arizona
$11K +$1.76K +53 +19%
GRP
244
Global Retirement Partners
California
$9K
RFM
245
Royal Fund Management
Florida
$9K +$9.96K +300 New
CAG
246
Crestwood Advisors Group
Massachusetts
$8K +$7.53K +227 New
FCMT
247
Founders Capital Management (Texas)
Texas
$8K +$8.3K +250 New
GAM
248
Gemmer Asset Management
California
$6K
EA
249
Edge Advisors
Georgia
$5K +$5.54K +167 New
ASN
250
Advisory Services Network
Georgia
$4K +$4.08K +123 New

HE Hedge Fund Activity: Q1 2017 in Review

259 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q1 2017, worth a combined $1.79B — up 6.3% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new HE positions and 31 closed out — a net gain of 2 holders — while 94 added to existing stakes and 82 trimmed.

The largest buyer was BlackRock, adding an estimated $297M. The largest seller was Denver Investment Advisors, exiting entirely with an estimated $18.6M sold.

  • 259 institutional investors held Hawaiian Electric Industries (HE) as of Q1 2017, down from 264 in Q4 2016.
  • Funds reported $1.79B of Hawaiian Electric Industries stock for Q1 2017, up 6.3% quarter-over-quarter.
  • 33 funds opened new Hawaiian Electric Industries positions in Q1 2017 and 31 closed out, a net change of +2 holders.
  • The largest Hawaiian Electric Industries buyer in Q1 2017 was BlackRock, an estimated $297M added.
  • The largest Hawaiian Electric Industries seller in Q1 2017 was Denver Investment Advisors, an estimated $18.6M sold.

Based on aggregated 13F filings for Q1 2017.