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Hawaiian Electric Industries

320 hedge funds and large institutions have $1.99B invested in Hawaiian Electric Industries in 2020 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 89 increasing their positions, 117 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 36

31% more call options, than puts

Call options by funds: $254K | Put options by funds: $194K

10% more capital invested

Capital invested by funds: $1.81B → $1.99B (+$173M)

3% more funds holding

Funds holding: 312320 (+8)

1.59% more ownership

Funds ownership: 50.03%51.62% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

24% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 117

Holders
320
Holders Change
+8
Holders Change %
+2.56%
% of All Funds
5.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
48
Increased
89
Reduced
117
Closed
36
Calls
$254K
Puts
$194K
Net Calls
+$60K
Net Calls Change
-$33K
Name Holding Trade Value Shares
Change
Change in
Stake
WT
226
Whittier Trust
California
$148K
AF
227
Allworth Financial
California
$140K
CFGS
228
Concourse Financial Group Securities
Alabama
$120K +$115K +3,258 +2,294%
FCH
229
Freestone Capital Holdings
Washington
$119K +$495 +14 +0.4%
AAM
230
Advisors Asset Management
Colorado
$110K -$12.3K -349 -10%
IAIM
231
International Assets Investment Management
Florida
$96K +$96.4K +2,725 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
232
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$94K +$93.7K +2,650 New
RFA
233
Reilly Financial Advisors
California
$86K
TFM
234
TFC Financial Management
Massachusetts
$85K
CCM
235
Covington Capital Management
California
$85K +$84.9K +2,400 New
Fidelity Investments
236
Fidelity Investments
Massachusetts
$81K -$10.9K -308 -12%
AF
237
Arrow Financial
New York
$80K +$7.14K +202 +10%
TIM
238
Tortoise Investment Management
New York
$69K -$68.8K -1,946 -50%
RWG
239
Regal Wealth Group
California
$66K +$566 +16 +0.9%
JFGIW
240
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$62K
CI Investments Inc
241
CI Investments Inc
Ontario, Canada
$59K +$22.3K +630 +60%
TCM
242
Tradewinds Capital Management
Washington
$57K
TCOV
243
Trust Company of Vermont
Vermont
$54K
OC
244
Oakworth Capital
Alabama
$53K
CMA
245
Cedar Mountain Advisors
Oregon
$51K
PWM
246
Perigon Wealth Management
California
$51K +$51.5K +1,455 New
CAPTRUST Financial Advisors
247
CAPTRUST Financial Advisors
North Carolina
$47K +$28.7K +811 +156%
ASN
248
Advisory Services Network
Georgia
$46K -$3.5K -99 -7%
FBT
249
First Bank & Trust
South Dakota
$42K +$42.4K +1,200 New
TF
250
Tompkins Financial
New York
$42K +$42.4K +1,200 New

HE Hedge Fund Activity: Q4 2020 in Review

320 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q4 2020, worth a combined $1.99B — up 9.5% from $1.81B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new HE positions and 36 closed out — a net gain of 12 holders — while 89 added to existing stakes and 117 trimmed.

The largest buyer was Geode Capital Management, adding an estimated $9.2M. The largest seller was Norges Bank, cutting an estimated $11.1M.

  • 320 institutional investors held Hawaiian Electric Industries (HE) as of Q4 2020, up from 312 in Q3 2020.
  • Funds reported $1.99B of Hawaiian Electric Industries stock for Q4 2020, up 9.5% quarter-over-quarter.
  • 48 funds opened new Hawaiian Electric Industries positions in Q4 2020 and 36 closed out, a net change of +12 holders.
  • The largest Hawaiian Electric Industries buyer in Q4 2020 was Geode Capital Management, an estimated $9.2M added.
  • The largest Hawaiian Electric Industries seller in Q4 2020 was Norges Bank, an estimated $11.1M sold.

Based on aggregated 13F filings for Q4 2020.