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Hawaiian Electric Industries

300 hedge funds and large institutions have $2.38B invested in Hawaiian Electric Industries in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 98 increasing their positions, 97 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more call options, than puts

Call options by funds: $863K | Put options by funds: $577K

24% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 21

1% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 97

1% more funds holding

Funds holding: 298300 (+2)

0.01% less ownership

Funds ownership: 53.18%53.17% (-0.01%)

3% less capital invested

Capital invested by funds: $2.45B → $2.38B (-$71.2M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
300
Holders Change
+2
Holders Change %
+0.67%
% of All Funds
5.25%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
26
Increased
98
Reduced
97
Closed
21
Calls
$863K
Puts
$577K
Net Calls
+$286K
Net Calls Change
-$658K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
226
Fidelity Investments
Massachusetts
$88K +$6.87K +160 +8%
ZB
227
Zions Bancorporation
Utah
$82K +$85.8K +2,000 New
TRCT
228
Tower Research Capital (TRC)
New York
$79K -$218K -5,073 -72%
Robeco Institutional Asset Management
229
Robeco Institutional Asset Management
Netherlands
$79K
TIM
230
Tortoise Investment Management
New York
$79K
JFGIW
231
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$72K
AF
232
Arrow Financial
New York
$69K -$2.06K -48 -3%
TCM
233
Tradewinds Capital Management
Washington
$65K
TLCM
234
Twin Lakes Capital Management
California
$65K +$86 +2 +0.1%
PI
235
PEAK6 Investments
Illinois
$62K -$37.6K -877 -37%
MAM
236
Meeder Asset Management
Ohio
$62K +$901 +21 +1%
OC
237
Oakworth Capital
Alabama
$61K
CMA
238
Cedar Mountain Advisors
Oregon
$59K
TF
239
Tompkins Financial
New York
$57K +$60.1K +1,400 New
PHK
240
Point72 Hong Kong
Hong Kong
$55K -$142K -3,305 -71%
FBT
241
First Bank & Trust
South Dakota
$49K
GWM
242
Geneos Wealth Management
Colorado
$47K
CCM
243
Covington Capital Management
California
$45K -$17.2K -400 -27%
CA
244
Centerpoint Advisors
Massachusetts
$41K
MAWCM
245
Mine & Arao Wealth Creation & Management
California
$41K
S
246
SignatureFD
Georgia
$39K +$1.42K +33 +4%
CTC
247
Central Trust Company
Missouri
$38K
BAM
248
Barrett Asset Management
New York
$37K
FNBOSM
249
First National Bank of South Miami
Florida
$35K +$36.5K +850 New
AIL
250
AGF Investments LLC
Ontario, Canada
$34K -$569K -13,256 -94%

HE Hedge Fund Activity: Q3 2021 in Review

300 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q3 2021, worth a combined $2.38B — down 2.9% from $2.45B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new HE positions and 21 closed out — a net gain of 5 holders — while 98 added to existing stakes and 97 trimmed.

The largest buyer was Nordea Investment Management, adding an estimated $43.1M. The largest seller was Inclusive Capital Partners, exiting entirely with an estimated $21.8M sold.

  • 300 institutional investors held Hawaiian Electric Industries (HE) as of Q3 2021, up from 298 in Q2 2021.
  • Funds reported $2.38B of Hawaiian Electric Industries stock for Q3 2021, down 2.9% quarter-over-quarter.
  • 26 funds opened new Hawaiian Electric Industries positions in Q3 2021 and 21 closed out, a net change of +5 holders.
  • The largest Hawaiian Electric Industries buyer in Q3 2021 was Nordea Investment Management, an estimated $43.1M added.
  • The largest Hawaiian Electric Industries seller in Q3 2021 was Inclusive Capital Partners, an estimated $21.8M sold.

Based on aggregated 13F filings for Q3 2021.