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Hawaiian Electric Industries

332 hedge funds and large institutions have $2.34B invested in Hawaiian Electric Industries in 2021 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 103 increasing their positions, 97 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 22

148% more call options, than puts

Call options by funds: $298K | Put options by funds: $120K

11% more funds holding

Funds holding: 300332 (+32)

6% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 97

1% less capital invested

Capital invested by funds: $2.38B → $2.34B (-$32.4M)

1.43% less ownership

Funds ownership: 53.17%51.75% (-1.4%)

Holders
332
Holders Change
+32
Holders Change %
+10.67%
% of All Funds
5.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
58
Increased
103
Reduced
97
Closed
22
Calls
$298K
Puts
$120K
Net Calls
+$178K
Net Calls Change
-$108K
Name Holding Trade Value Shares
Change
Change in
Stake
URS
226
Utah Retirement Systems
Utah
$228K
GT
227
Glenmede Trust
Pennsylvania
$228K +$224K +5,510 New
IAIM
228
International Assets Investment Management
Florida
$224K +$16.6K +408 +8%
EVM
229
Eaton Vance Management
Massachusetts
$215K +$16.1K +397 +8%
MFA
230
Mayflower Financial Advisors
Massachusetts
$208K -$243 -6 -0.1%
HSA
231
Hussman Strategic Advisors
Maryland
$207K
6M
232
6 Meridian
Kansas
$207K +$2.07K +51 +1%
AP
233
Advisor Partners
California
$206K +$201K +4,955 New
Cerity Partners
234
Cerity Partners
New York
$204K +$200K +4,926 New
AF
235
Advisornet Financial
Minnesota
$203K +$81 +2 +0%
PAG
236
Private Advisor Group
New Jersey
$202K +$198K +4,872 New
WT
237
Whittier Trust
California
$179K +$5.6K +138 +3%
Carson Wealth (CWM LLC)
238
Carson Wealth (CWM LLC)
Nebraska
$179K +$175K +4,324 New
CAPTRUST Financial Advisors
239
CAPTRUST Financial Advisors
North Carolina
$176K -$1.99K -49 -1%
Northwestern Mutual Wealth Management
240
Northwestern Mutual Wealth Management
Wisconsin
$175K +$45.6K +1,124 +36%
CFGS
241
Concourse Financial Group Securities
Alabama
$166K -$8.77K -216 -5%
AF
242
Allworth Financial
California
$165K
RCM
243
Regency Capital Management
Hawaii
$130K
PHK
244
Point72 Hong Kong
Hong Kong
$124K +$66.4K +1,637 +121%
Fidelity Investments
245
Fidelity Investments
Massachusetts
$121K +$30.7K +757 +35%
HI
246
Harbour Investments
Wisconsin
$110K +$15.2K +374 +16%
DHGWA
247
Dixon Hughes Goodman Wealth Advisors
North Carolina
$109K +$106K +2,620 New
RFA
248
Reilly Financial Advisors
California
$101K
TFM
249
TFC Financial Management
Massachusetts
$100K
Lazard Asset Management
250
Lazard Asset Management
New York
$94K +$65.7K +1,619 +243%

HE Hedge Fund Activity: Q4 2021 in Review

332 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q4 2021, worth a combined $2.34B — down 1.4% from $2.38B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new HE positions and 22 closed out — a net gain of 36 holders — while 103 added to existing stakes and 97 trimmed.

The largest buyer was Millennium Management, adding an estimated $7.65M. The largest seller was Wells Fargo, cutting an estimated $109M.

  • 332 institutional investors held Hawaiian Electric Industries (HE) as of Q4 2021, up from 300 in Q3 2021.
  • Funds reported $2.34B of Hawaiian Electric Industries stock for Q4 2021, down 1.4% quarter-over-quarter.
  • 58 funds opened new Hawaiian Electric Industries positions in Q4 2021 and 22 closed out, a net change of +36 holders.
  • The largest Hawaiian Electric Industries buyer in Q4 2021 was Millennium Management, an estimated $7.65M added.
  • The largest Hawaiian Electric Industries seller in Q4 2021 was Wells Fargo, an estimated $109M sold.

Based on aggregated 13F filings for Q4 2021.