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Hawaiian Electric Industries

253 hedge funds and large institutions have $1.82B invested in Hawaiian Electric Industries in 2017 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 83 increasing their positions, 86 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

3% more funds holding

Funds holding: 246253 (+7)

4% more capital invested

Capital invested by funds: $1.75B → $1.82B (+$70.5M)

0.42% more ownership

Funds ownership: 49.82%50.23% (+0.42%)

3% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 86

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
253
Holders Change
+7
Holders Change %
+2.85%
% of All Funds
6.31%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
25
Increased
83
Reduced
86
Closed
15
Calls
$1.05M
Puts
Net Calls
+$1.05M
Net Calls Change
+$225K
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
226
Sonora Investment Management
Arizona
$16.7K
CBT
227
Capital Bank & Trust
California
$16K
VCM
228
Versant Capital Management
Arizona
$16K +$1.06K +32 +7%
WIM
229
Westside Investment Management
California
$15.7K
MCIA
230
Mountain Capital Investment Advisors
Colorado
$14K -$3.14K -95 -18%
Bessemer Group
231
Bessemer Group
New Jersey
$14K
WCBA
232
Weaver C. Barksdale & Associates
Tennessee
$13K
CG
233
Cutler Group
California
$13K +$13.2K +400 New
CCM
234
Cribstone Capital Management
Maine
$12K -$13.2K -400 -53%
BRC
235
Bell Rock Capital
Delaware
$12K
IWM
236
IHT Wealth Management
Illinois
$12K
RFM
237
Royal Fund Management
Florida
$10K
HI
238
Hudock Inc
Pennsylvania
$9K -$5.96K -180 -38%
GRP
239
Global Retirement Partners
California
$9K
WAM
240
Wealthspire Advisors (Maryland)
Maryland
$7K +$4.76K +144 +225%
FMA
241
FNY Managed Accounts
New York
$7K +$7.54K +228 New
GAM
242
Gemmer Asset Management
California
$6K
HIM
243
Hillsdale Investment Management
Ontario, Canada
$6K +$2.65K +80 +89%
FCMT
244
Founders Capital Management (Texas)
Texas
$5K -$3.31K -100 -40%
EFSCE
245
Enterprise Financial Services Corp (EFSC)
Missouri
$4K
ASN
246
Advisory Services Network
Georgia
$4K +$33 +1 +0.8%
TWA
247
TCI Wealth Advisors
Arizona
$4K +$3.41K +103 +687%
NSIM
248
North Star Investment Management
Illinois
$3K
WA
249
WealthTrust-Arizona
Arizona
$3K +$33 +1 +1%
Parallax Volatility Advisers
250
Parallax Volatility Advisers
California
$3K +$2.75K +83 New

HE Hedge Fund Activity: Q3 2017 in Review

253 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q3 2017, worth a combined $1.82B — up 4% from $1.75B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new HE positions and 15 closed out — a net gain of 10 holders — while 83 added to existing stakes and 86 trimmed.

The largest buyer was Boston Trust Walden, opening a new position worth an estimated $13.6M. The largest seller was State of Michigan Retirement System, cutting an estimated $22.4M.

  • 253 institutional investors held Hawaiian Electric Industries (HE) as of Q3 2017, up from 246 in Q2 2017.
  • Funds reported $1.82B of Hawaiian Electric Industries stock for Q3 2017, up 4% quarter-over-quarter.
  • 25 funds opened new Hawaiian Electric Industries positions in Q3 2017 and 15 closed out, a net change of +10 holders.
  • The largest Hawaiian Electric Industries buyer in Q3 2017 was Boston Trust Walden, an estimated $13.6M added.
  • The largest Hawaiian Electric Industries seller in Q3 2017 was State of Michigan Retirement System, an estimated $22.4M sold.

Based on aggregated 13F filings for Q3 2017.