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Hawaiian Electric Industries

282 hedge funds and large institutions have $1.87B invested in Hawaiian Electric Industries in 2018 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 83 increasing their positions, 94 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,602% more call options, than puts

Call options by funds: $698K | Put options by funds: $41K

16% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 32

1% more funds holding

Funds holding: 279282 (+3)

0.96% more ownership

Funds ownership: 49.08%50.04% (+0.96%)

3% less capital invested

Capital invested by funds: $1.93B → $1.87B (-$55.8M)

12% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 94

Holders
282
Holders Change
+3
Holders Change %
+1.08%
% of All Funds
6.46%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
37
Increased
83
Reduced
94
Closed
32
Calls
$698K
Puts
$41K
Net Calls
+$657K
Net Calls Change
+$407K
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
226
Huntington National Bank
Ohio
$35K -$16.9K -500 -33%
RWG
227
Regal Wealth Group
California
$34K +$304 +9 +0.9%
DSC
228
Duncker Streett & Co
Missouri
$33K
MA
229
MUFG Americas
New York
$32K -$11.2K -330 -27%
BAM
230
Barrett Asset Management
New York
$31K
SWM
231
SeaCrest Wealth Management
New York
$31K
AS
232
Altshuler Shaham
Israel
$31K +$13.2K +390 +77%
MGIA
233
Moneta Group Investment Advisors
Missouri
$30K +$29.1K +860 New
SWA
234
Sutton Wealth Advisors
Florida
$28.4K
MFW
235
Mosaic Family Wealth
Missouri
$28K
RFC
236
Regions Financial Corp
Alabama
$28K
M
237
MOTCO
Texas
$25K
CAPTRUST Financial Advisors
238
CAPTRUST Financial Advisors
North Carolina
$24K +$24K +711 New
AIL
239
AGF Investments LLC
Ontario, Canada
$23K -$67.9K -2,010 -75%
SFSIG
240
San Francisco Sentry Investment Group
California
$22K
WIM
241
Westside Investment Management
California
$21.1K
BA
242
Ballew Advisors
Mississippi
$21K +$20.2K +597 New
SIM
243
Sonora Investment Management
Arizona
$17.2K
CBT
244
Capital Bank & Trust
California
$16K
VCM
245
Versant Capital Management
Arizona
$15K -$1.05K -31 -7%
CAC
246
Certified Advisory Corp
Florida
$15K +$169 +5 +1%
SPIA
247
Steward Partners Investment Advisory
New York
$14K -$676 -20 -4%
OIA
248
Optimum Investment Advisors
Illinois
$14K +$13.5K +400 New
Parallax Volatility Advisers
249
Parallax Volatility Advisers
California
$13K +$13.2K +390 New
BRC
250
Bell Rock Capital
Delaware
$12K

HE Hedge Fund Activity: Q1 2018 in Review

282 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q1 2018, worth a combined $1.87B — down 2.9% from $1.93B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new HE positions and 32 closed out — a net gain of 5 holders — while 83 added to existing stakes and 94 trimmed.

The largest buyer was Robeco Institutional Asset Management, adding an estimated $44.5M. The largest seller was Panagora Asset Management, cutting an estimated $32.9M.

  • 282 institutional investors held Hawaiian Electric Industries (HE) as of Q1 2018, up from 279 in Q4 2017.
  • Funds reported $1.87B of Hawaiian Electric Industries stock for Q1 2018, down 2.9% quarter-over-quarter.
  • 37 funds opened new Hawaiian Electric Industries positions in Q1 2018 and 32 closed out, a net change of +5 holders.
  • The largest Hawaiian Electric Industries buyer in Q1 2018 was Robeco Institutional Asset Management, an estimated $44.5M added.
  • The largest Hawaiian Electric Industries seller in Q1 2018 was Panagora Asset Management, an estimated $32.9M sold.

Based on aggregated 13F filings for Q1 2018.