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Hawaiian Electric Industries
HE

Overview Fund Activity

305 hedge funds and large institutions have $2.03B invested in Hawaiian Electric Industries in 2018 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 101 increasing their positions, 93 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
+13
Holders Change %
+4.45%
% of All Funds
6.98%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
38
Increased
101
Reduced
93
Closed
24
Calls
$231K
Puts
$17K
Net Calls
+$214K
Net Calls Change
-$12K

Top Buyers

1
VH
ValueAct Holdings
California
$42.6M
2
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
$18.4M
3
Russell Investments Group
Russell Investments Group
United Kingdom
$23.8M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$9.97M
5
Vanguard Group
Vanguard Group
Pennsylvania
$384M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$10.3M
2
Prudential Financial
Prudential Financial
New Jersey
$14.9M
3
AL
AJO LP
Pennsylvania
$1.31M
4
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$47.5M
5
Deutsche Bank
Deutsche Bank
Germany
$3.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
226
Bartlett & Co
Ohio
$142K – – –
AF
227
Allworth Financial
California
$141K – – –
FMLI
228
Fukoku Mutual Life Insurance
Japan
$135K – – –
GWM
229
Geneos Wealth Management
Colorado
$93K – – –
RFA
230
Reilly Financial Advisors
California
$86K – – –
SWP
231
Stratos Wealth Partners
Ohio
$84K +$84K +2,354 New
AF
232
Arrow Financial
New York
$83K +$83K +2,319 New
APA
233
American Portfolios Advisors
New York
$73.5K – – –
JFGIW
234
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$63K – – –
Fifth Third Bancorp
235
Fifth Third Bancorp
Ohio
$62K +$2.01K +57 +3%
TCOV
236
Trust Company of Vermont
Vermont
$58K – – –
TCM
237
Tradewinds Capital Management
Washington
$57K – – –
RCAG
238
Rehmann Capital Advisory Group
Michigan
$56.4K -$1.28K -36 -2%
AS
239
Altshuler Shaham
Israel
$54K +$24.6K +687 +84%
OC
240
Oakworth Capital
Alabama
$53K – – –
Simplex Trading
241
Simplex Trading
Illinois
$48K +$48K +1,371 New
CAPTRUST Financial Advisors
242
CAPTRUST Financial Advisors
North Carolina
$46K +$20.6K +579 +81%
Northwestern Mutual Wealth Management
243
Northwestern Mutual Wealth Management
Wisconsin
$41K -$10.3K -291 -20%
CA
244
Centerpoint Advisors
Massachusetts
$41K – – –
PCG
245
Private Capital Group
Connecticut
$37K – – –
RWG
246
Regal Wealth Group
California
$36K +$287 +8 +0.8%
DSC
247
Duncker Streett & Co
Missouri
$35K – – –
Carson Wealth (CWM LLC)
248
Carson Wealth (CWM LLC)
Nebraska
$34K -$752 -21 -2%
APP
249
Avantax Planning Partners
Iowa
$34K +$34K +952 New
BAM
250
Barrett Asset Management
New York
$32K – – –
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