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Hawaiian Electric Industries

298 hedge funds and large institutions have $2.12B invested in Hawaiian Electric Industries in 2020 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 81 increasing their positions, 110 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more call options, than puts

Call options by funds: $32K | Put options by funds: $8K

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.61% less ownership

Funds ownership: 55.4%53.79% (-1.6%)

4% less funds holding

Funds holding: 311298 (-13)

18% less capital invested

Capital invested by funds: $2.59B → $2.12B (-$472M)

22% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 46

26% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 110

Holders
298
Holders Change
-13
Holders Change %
-4.18%
% of All Funds
6.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
36
Increased
81
Reduced
110
Closed
46
Calls
$32K
Puts
$8K
Net Calls
+$24K
Net Calls Change
-$753K
Name Holding Trade Value Shares
Change
Change in
Stake
NICM
226
Neo Ivy Capital Management
New York
$94K +$101K +2,619 New
RFA
227
Reilly Financial Advisors
California
$87K
AF
228
Arrow Financial
New York
$75K
APA
229
American Portfolios Advisors
New York
$74.4K +$697 +18 +0.9%
FHA
230
Flagship Harbor Advisors
Massachusetts
$73K -$3.25K -84 -4%
RWG
231
Regal Wealth Group
California
$66K +$30K +773 +74%
JFGIW
232
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$64K
PFGIA
233
Patriot Financial Group Insurance Agency
Massachusetts
$61K +$64.2K +1,656 +6,369%
TCM
234
Tradewinds Capital Management
Washington
$58K
TCOV
235
Trust Company of Vermont
Vermont
$56K
OC
236
Oakworth Capital
Alabama
$54K
CMA
237
Cedar Mountain Advisors
Oregon
$52K
PCG
238
Private Capital Group
Connecticut
$40K
CA
239
Centerpoint Advisors
Massachusetts
$36K -$5.42K -140 -12%
BAM
240
Barrett Asset Management
New York
$32K
CAN
241
Cetera Advisor Networks
California
$31K +$33.4K +862 New
Lazard Asset Management
242
Lazard Asset Management
New York
$31K +$33.6K +867 New
BWA
243
BDO Wealth Advisors
Florida
$30K
SF
244
Synovus Financial
Georgia
$28K -$500K -12,911 -94%
S
245
SignatureFD
Georgia
$28K -$14.8K -383 -33%
NIT
246
NumerixS Investment Technologies
British Columbia, Canada
$28K -$3.88K -100 -11%
BCA
247
Berman Capital Advisors
Georgia
$22K +$1.12K +29 +5%
BWM
248
BerganKDV Wealth Management
Minnesota
$21K
FC
249
FORA Capital
Florida
$19K +$20.1K +520 New
SIM
250
Sonora Investment Management
Arizona
$18K

HE Hedge Fund Activity: Q2 2020 in Review

298 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q2 2020, worth a combined $2.12B — down 18% from $2.59B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of HE and 36 opened new positions — a net loss of 10 holders — while 110 trimmed existing stakes and 81 added.

The largest buyer was Norges Bank, adding an estimated $15.5M. The largest seller was Robeco Institutional Asset Management, cutting an estimated $22.3M.

  • 298 institutional investors held Hawaiian Electric Industries (HE) as of Q2 2020, down from 311 in Q1 2020.
  • Funds reported $2.12B of Hawaiian Electric Industries stock for Q2 2020, down 18% quarter-over-quarter.
  • 36 funds opened new Hawaiian Electric Industries positions in Q2 2020 and 46 closed out, a net change of -10 holders.
  • The largest Hawaiian Electric Industries buyer in Q2 2020 was Norges Bank, an estimated $15.5M added.
  • The largest Hawaiian Electric Industries seller in Q2 2020 was Robeco Institutional Asset Management, an estimated $22.3M sold.

Based on aggregated 13F filings for Q2 2020.