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Hawaiian Electric Industries

316 hedge funds and large institutions have $2.38B invested in Hawaiian Electric Industries in 2019 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 120 increasing their positions, 74 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 22

62% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 74

14% more capital invested

Capital invested by funds: $2.1B → $2.38B (+$289M)

5% more funds holding

Funds holding: 300316 (+16)

1.06% more ownership

Funds ownership: 52.7%53.76% (+1.1%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
316
Holders Change
+16
Holders Change %
+5.33%
% of All Funds
6.84%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
42
Increased
120
Reduced
74
Closed
22
Calls
$693K
Puts
Net Calls
+$693K
Net Calls Change
+$481K
Name Holding Trade Value Shares
Change
Change in
Stake
AF
226
Advisornet Financial
Minnesota
$190K +$76 +2 +0%
CFB
227
Cullen/Frost Bankers
Texas
$187K +$174K +4,585 New
Carson Wealth (CWM LLC)
228
Carson Wealth (CWM LLC)
Nebraska
$183K +$128K +3,374 +355%
AAM
229
Advisors Asset Management
Colorado
$183K +$171K +4,492 New
TIM
230
Tortoise Investment Management
New York
$181K -$26.6K -700 -14%
SP
231
Symmetry Partners
Connecticut
$181K +$169K +4,450 New
WT
232
Whittier Trust
California
$170K
AF
233
Allworth Financial
California
$162K
FMLI
234
Fukoku Mutual Life Insurance
Japan
$155K
MPWT
235
MassMutual Private Wealth & Trust
Connecticut
$155K +$144K +3,796 New
BCWM
236
Bartlett & Co Wealth Management
Ohio
$131K
BC
237
Bartlett & Co
Ohio
$131K
IUHSA
238
Itau Unibanco Holding S.A.
Brazil
$131K
TRCT
239
Tower Research Capital (TRC)
New York
$127K +$75K +1,973 +173%
HNB
240
Huntington National Bank
Ohio
$121K +$97.8K +2,574 +644%
Fifth Third Bancorp
241
Fifth Third Bancorp
Ohio
$114K +$38.6K +1,017 +58%
QCG
242
Quadrant Capital Group
Ohio
$107K +$101K +2,649 +12,614%
RFA
243
Reilly Financial Advisors
California
$99K
AF
244
Arrow Financial
New York
$95K
APA
245
American Portfolios Advisors
New York
$85.5K +$570 +15 +0.7%
JFGIW
246
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$72K
TCOV
247
Trust Company of Vermont
Vermont
$66K +$3.27K +86 +6%
TCM
248
Tradewinds Capital Management
Washington
$65K
CAPTRUST Financial Advisors
249
CAPTRUST Financial Advisors
North Carolina
$61K -$12.4K -326 -18%
OC
250
Oakworth Capital
Alabama
$61K

HE Hedge Fund Activity: Q1 2019 in Review

316 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q1 2019, worth a combined $2.38B — up 14% from $2.1B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new HE positions and 22 closed out — a net gain of 20 holders — while 120 added to existing stakes and 74 trimmed.

The largest buyer was Vanguard Group, adding an estimated $13.3M. The largest seller was Blackstart Capital, exiting entirely with an estimated $19.2M sold.

  • 316 institutional investors held Hawaiian Electric Industries (HE) as of Q1 2019, up from 300 in Q4 2018.
  • Funds reported $2.38B of Hawaiian Electric Industries stock for Q1 2019, up 14% quarter-over-quarter.
  • 42 funds opened new Hawaiian Electric Industries positions in Q1 2019 and 22 closed out, a net change of +20 holders.
  • The largest Hawaiian Electric Industries buyer in Q1 2019 was Vanguard Group, an estimated $13.3M added.
  • The largest Hawaiian Electric Industries seller in Q1 2019 was Blackstart Capital, an estimated $19.2M sold.

Based on aggregated 13F filings for Q1 2019.