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Hawaiian Electric Industries

323 hedge funds and large institutions have $2.84B invested in Hawaiian Electric Industries in 2019 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 110 increasing their positions, 96 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more call options, than puts

Call options by funds: $698K | Put options by funds: $258K

38% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 26

15% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 96

2% more capital invested

Capital invested by funds: $2.77B → $2.84B (+$68.7M)

1% more funds holding

Funds holding: 321323 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.22% less ownership

Funds ownership: 55.88%55.66% (-0.22%)

Holders
323
Holders Change
+2
Holders Change %
+0.62%
% of All Funds
6.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
36
Increased
110
Reduced
96
Closed
26
Calls
$698K
Puts
$258K
Net Calls
+$440K
Net Calls Change
-$331K
Name Holding Trade Value Shares
Change
Change in
Stake
CFB
226
Cullen/Frost Bankers
Texas
$215K
GWM
227
Geneos Wealth Management
Colorado
$215K
WAM
228
World Asset Management
Michigan
$211K -$27K -603 -12%
SP
229
Symmetry Partners
Connecticut
$209K
PAG
230
Private Advisor Group
New Jersey
$207K -$104K -2,324 -34%
TIM
231
Tortoise Investment Management
New York
$207K
CC
232
Cadinha & Co
Hawaii
$206K
KFC
233
Klingenstein Fields & Co
New York
$206K
CIBC Asset Management
234
CIBC Asset Management
Ontario, Canada
$203K +$194K +4,332 New
BBWA
235
Bell & Brown Wealth Advisors
California
$203K +$195K +4,342 New
FMLI
236
Fukoku Mutual Life Insurance
Japan
$201K +$22.4K +500 +13%
JT
237
Jump Trading
Illinois
$201K +$192K +4,292 New
WT
238
Whittier Trust
California
$196K
AF
239
Allworth Financial
California
$186K
Carson Wealth (CWM LLC)
240
Carson Wealth (CWM LLC)
Nebraska
$183K
BCWM
241
Bartlett & Co Wealth Management
Ohio
$151K
QI
242
QS Investors
New York
$133K
QCG
243
Quadrant Capital Group
Ohio
$124K +$224 +5 +0.2%
Fifth Third Bancorp
244
Fifth Third Bancorp
Ohio
$116K +$11.5K +256 +11%
RFA
245
Reilly Financial Advisors
California
$114K
FC
246
FORA Capital
Florida
$112K +$107K +2,398 New
FHA
247
Flagship Harbor Advisors
Massachusetts
$99K +$627 +14 +0.7%
AF
248
Arrow Financial
New York
$97K
APA
249
American Portfolios Advisors
New York
$95.2K +$627 +14 +0.7%
JFGIW
250
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$83K

HE Hedge Fund Activity: Q4 2019 in Review

323 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q4 2019, worth a combined $2.84B — up 2.5% from $2.77B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new HE positions and 26 closed out — a net gain of 10 holders — while 110 added to existing stakes and 96 trimmed.

The largest buyer was ValueAct Holdings, adding an estimated $18.5M. The largest seller was Nordea Investment Management, exiting entirely with an estimated $24.3M sold.

  • 323 institutional investors held Hawaiian Electric Industries (HE) as of Q4 2019, up from 321 in Q3 2019.
  • Funds reported $2.84B of Hawaiian Electric Industries stock for Q4 2019, up 2.5% quarter-over-quarter.
  • 36 funds opened new Hawaiian Electric Industries positions in Q4 2019 and 26 closed out, a net change of +10 holders.
  • The largest Hawaiian Electric Industries buyer in Q4 2019 was ValueAct Holdings, an estimated $18.5M added.
  • The largest Hawaiian Electric Industries seller in Q4 2019 was Nordea Investment Management, an estimated $24.3M sold.

Based on aggregated 13F filings for Q4 2019.