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Hawaiian Electric Industries

300 hedge funds and large institutions have $2.1B invested in Hawaiian Electric Industries in 2018 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 94 increasing their positions, 90 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,514% more call options, than puts

Call options by funds: $226K | Put options by funds: $14K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

4% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 90

3% more capital invested

Capital invested by funds: $2.03B → $2.1B (+$66.3M)

0.32% more ownership

Funds ownership: 52.38%52.7% (+0.32%)

9% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 35

2% less funds holding

Funds holding: 305300 (-5)

Holders
300
Holders Change
-5
Holders Change %
-1.64%
% of All Funds
6.68%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
32
Increased
94
Reduced
90
Closed
35
Calls
$226K
Puts
$14K
Net Calls
+$212K
Net Calls Change
-$2K
Name Holding Trade Value Shares
Change
Change in
Stake
JFGIW
226
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$65K
Fifth Third Bancorp
227
Fifth Third Bancorp
Ohio
$65K +$445 +12 +0.7%
TCM
228
Tradewinds Capital Management
Washington
$59K
RCAG
229
Rehmann Capital Advisory Group
Michigan
$58K
TCOV
230
Trust Company of Vermont
Vermont
$56K -$3.6K -97 -6%
OC
231
Oakworth Capital
Alabama
$55K
AS
232
Altshuler Shaham
Israel
$45K -$10.2K -274 -18%
Northwestern Mutual Wealth Management
233
Northwestern Mutual Wealth Management
Wisconsin
$43K
TRCT
234
Tower Research Capital (TRC)
New York
$42K -$383K -10,322 -90%
CA
235
Centerpoint Advisors
Massachusetts
$42K
PCG
236
Private Capital Group
Connecticut
$41K +$2.41K +65 +6%
RWG
237
Regal Wealth Group
California
$37K +$297 +8 +0.8%
AIL
238
AGF Investments LLC
Ontario, Canada
$37K +$12.4K +335 +50%
DSC
239
Duncker Streett & Co
Missouri
$36K
TWA
240
TCI Wealth Advisors
Arizona
$36K +$31.2K +842 +601%
Carson Wealth (CWM LLC)
241
Carson Wealth (CWM LLC)
Nebraska
$35K
BAM
242
Barrett Asset Management
New York
$33K
SWM
243
SeaCrest Wealth Management
New York
$33K
RFC
244
Regions Financial Corp
Alabama
$29K
M
245
MOTCO
Texas
$27K
NFG
246
Next Financial Group
Texas
$26K
SFSIG
247
San Francisco Sentry Investment Group
California
$24K
BWM
248
BerganKDV Wealth Management
Minnesota
$22K
MFW
249
Mosaic Family Wealth
Missouri
$22K
MA
250
MUFG Americas
New York
$22K

HE Hedge Fund Activity: Q4 2018 in Review

300 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q4 2018, worth a combined $2.1B — up 3.3% from $2.03B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of HE and 32 opened new positions — a net loss of 3 holders — while 90 trimmed existing stakes and 94 added.

The largest buyer was Acadian Asset Management, adding an estimated $16.2M. The largest seller was Wells Fargo, cutting an estimated $13.4M.

  • 300 institutional investors held Hawaiian Electric Industries (HE) as of Q4 2018, down from 305 in Q3 2018.
  • Funds reported $2.1B of Hawaiian Electric Industries stock for Q4 2018, up 3.3% quarter-over-quarter.
  • 32 funds opened new Hawaiian Electric Industries positions in Q4 2018 and 35 closed out, a net change of -3 holders.
  • The largest Hawaiian Electric Industries buyer in Q4 2018 was Acadian Asset Management, an estimated $16.2M added.
  • The largest Hawaiian Electric Industries seller in Q4 2018 was Wells Fargo, an estimated $13.4M sold.

Based on aggregated 13F filings for Q4 2018.