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Hawaiian Electric Industries

321 hedge funds and large institutions have $2.77B invested in Hawaiian Electric Industries in 2019 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 95 increasing their positions, 115 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

8,567% more call options, than puts

Call options by funds: $780K | Put options by funds: $9K

7% more capital invested

Capital invested by funds: $2.6B → $2.77B (+$171M)

0.92% more ownership

Funds ownership: 54.95%55.88% (+0.92%)

0% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 23

0% less funds holding

Funds holding: 322321 (-1)

17% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 115

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
321
Holders Change
-1
Holders Change %
-0.31%
% of All Funds
7.04%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
23
Increased
95
Reduced
115
Closed
23
Calls
$780K
Puts
$9K
Net Calls
+$771K
Net Calls Change
+$166K
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
226
Magnus Financial Group
New York
$214K
VDI
227
Vaughan David Investments
Illinois
$214K +$4.18K +94 +2%
AF
228
Advisornet Financial
Minnesota
$213K +$44 +1 +0%
GWM
229
Geneos Wealth Management
Colorado
$210K
CFB
230
Cullen/Frost Bankers
Texas
$209K
AWM
231
AE Wealth Management
Kansas
$203K -$8.76K -197 -4%
SP
232
Symmetry Partners
Connecticut
$203K +$198K +4,450 New
TIM
233
Tortoise Investment Management
New York
$202K
CC
234
Cadinha & Co
Hawaii
$201K +$196K +4,397 New
KFC
235
Klingenstein Fields & Co
New York
$201K +$196K +4,399 New
Sumitomo Mitsui Trust Group
236
Sumitomo Mitsui Trust Group
Japan
$200K -$1.11M -24,911 -85%
WT
237
Whittier Trust
California
$191K
Carson Wealth (CWM LLC)
238
Carson Wealth (CWM LLC)
Nebraska
$183K
AF
239
Allworth Financial
California
$181K
FMLI
240
Fukoku Mutual Life Insurance
Japan
$173K
QT
241
Quantbot Technologies
New York
$164K -$524K -11,786 -77%
BCWM
242
Bartlett & Co Wealth Management
Ohio
$147K
BC
243
Bartlett & Co
Ohio
$147K
QI
244
QS Investors
New York
$132K
QCG
245
Quadrant Capital Group
Ohio
$120K
HNB
246
Huntington National Bank
Ohio
$117K
RFA
247
Reilly Financial Advisors
California
$111K
Fifth Third Bancorp
248
Fifth Third Bancorp
Ohio
$102K -$8.8K -198 -8%
NIT
249
NumerixS Investment Technologies
British Columbia, Canada
$96K +$93.4K +2,100 New
FHA
250
Flagship Harbor Advisors
Massachusetts
$95K +$42.9K +964 +85%

HE Hedge Fund Activity: Q3 2019 in Review

321 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q3 2019, worth a combined $2.77B — up 6.6% from $2.6B a quarter earlier.

Fund positioning in HE was balanced in Q3 2019: 23 funds opened new positions, 23 closed out, 95 added to existing stakes and 115 trimmed.

The largest buyer was ValueAct Holdings, adding an estimated $19.8M. The largest seller was Nordea Investment Management, cutting an estimated $10.9M.

  • 321 institutional investors held Hawaiian Electric Industries (HE) as of Q3 2019, down from 322 in Q2 2019.
  • Funds reported $2.77B of Hawaiian Electric Industries stock for Q3 2019, up 6.6% quarter-over-quarter.
  • 23 funds opened new Hawaiian Electric Industries positions in Q3 2019 and 23 closed out, a net change of 0 holders.
  • The largest Hawaiian Electric Industries buyer in Q3 2019 was ValueAct Holdings, an estimated $19.8M added.
  • The largest Hawaiian Electric Industries seller in Q3 2019 was Nordea Investment Management, an estimated $10.9M sold.

Based on aggregated 13F filings for Q3 2019.