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Hawaiian Electric Industries
HE

336 hedge funds and large institutions have $2.38B invested in Hawaiian Electric Industries in 2022 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 130 increasing their positions, 85 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

237% more call options, than puts

Call options by funds: $977K | Put options by funds: $290K

53% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 85

16% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 31

0.37% more ownership

Funds ownership: 52.91% → 53.27% (+0.37%)

1% less funds holding

Funds holding: 339 → 336 (-3)

3% less capital invested

Capital invested by funds: $2.45B → $2.38B (-$65.7M)

Holders
336
Holders Change
-3
Holders Change %
-0.88%
% of All Funds
5.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
36
Increased
130
Reduced
85
Closed
31
Calls
$977K
Puts
$290K
Net Calls
+$687K
Net Calls Change
+$44K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$22.9M
2
BlackRock
BlackRock
New York
+$16.8M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$10.3M
4
Renaissance Technologies
Renaissance Technologies
New York
+$8.22M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$7.33M

Top Sellers

1
Allspring Global Investments
Allspring Global Investments
North Carolina
-$23M
2
Prudential Financial
Prudential Financial
New Jersey
-$13M
3
BBL
Beck Bode LLC
Massachusetts
-$11.2M
4
DZ Bank
DZ Bank
Germany
-$6.04M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$5.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
226
Shelton Capital Management
Colorado
$237K – – –
FTDI
227
First Trust Direct Indexing
Massachusetts
$232K -$7.32K -174 -3%
GWM
228
GSB Wealth Management
Connecticut
$229K – – –
SC
229
Sepio Capital
Utah
$229K – – –
ECM
230
ExodusPoint Capital Management
New York
$226K +$233K +5,534 New
URS
231
Utah Retirement Systems
Utah
$225K – – –
Pacer Advisors
232
Pacer Advisors
Pennsylvania
$223K +$230K +5,460 New
PHK
233
Point72 Hong Kong
Hong Kong
$221K +$227K +5,393 New
II
234
Inspire Investing
Idaho
$212K -$16K -380 -7%
KAS
235
Kestra Advisory Services
Texas
$209K +$215K +5,120 New
PFO
236
Pathstone Family Office
New Jersey
$203K +$208K +4,953 New
H6H
237
Hightower 6M Holding
Kansas
$203K -$42 -1 -0%
Carson Wealth (CWM LLC)
238
Carson Wealth (CWM LLC)
Nebraska
$176K +$9.09K +216 +5%
Northwestern Mutual Wealth Management
239
Northwestern Mutual Wealth Management
Wisconsin
$170K +$27.3K +650 +19%
CAPTRUST Financial Advisors
240
CAPTRUST Financial Advisors
North Carolina
$168K -$38.5K -915 -18%
AF
241
Advisornet Financial
Minnesota
$167K -$25.2K -600 -13%
WT
242
Whittier Trust
California
$163K -$13.5K -322 -7%
AF
243
Allworth Financial
California
$162K – – –
HI
244
Harbour Investments
Wisconsin
$135K +$139K +3,311 New
C
245
Covestor
United Kingdom
$132K +$10.6K +252 +8%
CFGS
246
Concourse Financial Group Securities
Alabama
$131K +$84 +2 +0.1%
RCM
247
Regency Capital Management
Hawaii
$128K -$421 -10 -0.3%
ACM
248
Aquatic Capital Management
Illinois
$106K +$71.5K +1,700 +189%
TFM
249
TFC Financial Management
Massachusetts
$98K – – –
SOW
250
State of Wyoming
Wyoming
$97K +$67.3K +1,600 +207%
8 9
10
11 12

HE Hedge Fund Activity: Q2 2022 in Review

336 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q2 2022, worth a combined $2.38B — down 2.7% from $2.45B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new HE positions and 31 closed out — a net gain of 5 holders — while 130 added to existing stakes and 85 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $22.9M. The largest seller was Allspring Global Investments, cutting an estimated $23M.

  • 336 institutional investors held Hawaiian Electric Industries (HE) as of Q2 2022, down from 339 in Q1 2022.
  • Funds reported $2.38B of Hawaiian Electric Industries stock for Q2 2022, down 2.7% quarter-over-quarter.
  • 36 funds opened new Hawaiian Electric Industries positions in Q2 2022 and 31 closed out, a net change of +5 holders.
  • The largest Hawaiian Electric Industries buyer in Q2 2022 was Morgan Stanley, an estimated $22.9M added.
  • The largest Hawaiian Electric Industries seller in Q2 2022 was Allspring Global Investments, an estimated $23M sold.

Based on aggregated 13F filings for Q2 2022.