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Hawaiian Electric Industries

322 hedge funds and large institutions have $2.6B invested in Hawaiian Electric Industries in 2019 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 109 increasing their positions, 112 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

15,125% more call options, than puts

Call options by funds: $609K | Put options by funds: $4K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

50% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 24

9% more capital invested

Capital invested by funds: $2.38B → $2.6B (+$218M)

2% more funds holding

Funds holding: 316322 (+6)

1.19% more ownership

Funds ownership: 53.76%54.95% (+1.2%)

3% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 112

Holders
322
Holders Change
+6
Holders Change %
+1.9%
% of All Funds
6.99%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
36
Increased
109
Reduced
112
Closed
24
Calls
$609K
Puts
$4K
Net Calls
+$605K
Net Calls Change
-$88K
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
226
Symphony Asset Management
California
$226K -$4.28K -102 -2%
OPCM
227
Osborne Partners Capital Management
California
$223K -$133K -3,175 -38%
WAM
228
World Asset Management
Michigan
$222K -$251 -6 -0.1%
IAM
229
Integre Asset Management
New York
$206K +$199K +4,741 New
MFG
230
Magnus Financial Group
New York
$204K +$196K +4,688 New
CANY
231
Caxton Associates (New York)
New York
$204K +$197K +4,694 New
AF
232
Advisornet Financial
Minnesota
$203K +$42 +1 +0%
AWM
233
AE Wealth Management
Kansas
$203K +$195K +4,656 New
NFG
234
Next Financial Group
Texas
$202K +$165K +3,927 +560%
GWM
235
Geneos Wealth Management
Colorado
$201K -$30K -715 -13%
CFB
236
Cullen/Frost Bankers
Texas
$200K
VDI
237
Vaughan David Investments
Illinois
$200K +$193K +4,600 New
TIM
238
Tortoise Investment Management
New York
$193K
Carson Wealth (CWM LLC)
239
Carson Wealth (CWM LLC)
Nebraska
$183K
WT
240
Whittier Trust
California
$182K
AF
241
Allworth Financial
California
$173K
FMLI
242
Fukoku Mutual Life Insurance
Japan
$165K
MPWT
243
MassMutual Private Wealth & Trust
Connecticut
$165K
APA
244
American Portfolios Advisors
New York
$142K +$49.1K +1,172 +56%
BCWM
245
Bartlett & Co Wealth Management
Ohio
$140K
BC
246
Bartlett & Co
Ohio
$140K
CL
247
CSS LLC
Illinois
$139K +$134K +3,200 New
QI
248
QS Investors
New York
$126K -$1.65M -39,455 -93%
QCG
249
Quadrant Capital Group
Ohio
$115K
HNB
250
Huntington National Bank
Ohio
$112K -$16.8K -400 -13%

HE Hedge Fund Activity: Q2 2019 in Review

322 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q2 2019, worth a combined $2.6B — up 9.1% from $2.38B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new HE positions and 24 closed out — a net gain of 12 holders — while 109 added to existing stakes and 112 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $13.1M. The largest seller was DePrince Race & Zollo Inc (DRZ), cutting an estimated $14.7M.

  • 322 institutional investors held Hawaiian Electric Industries (HE) as of Q2 2019, up from 316 in Q1 2019.
  • Funds reported $2.6B of Hawaiian Electric Industries stock for Q2 2019, up 9.1% quarter-over-quarter.
  • 36 funds opened new Hawaiian Electric Industries positions in Q2 2019 and 24 closed out, a net change of +12 holders.
  • The largest Hawaiian Electric Industries buyer in Q2 2019 was Acadian Asset Management, an estimated $13.1M added.
  • The largest Hawaiian Electric Industries seller in Q2 2019 was DePrince Race & Zollo Inc (DRZ), an estimated $14.7M sold.

Based on aggregated 13F filings for Q2 2019.