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Hawaiian Electric Industries
HE

291 hedge funds and large institutions have $1B invested in Hawaiian Electric Industries in 2023 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 90 increasing their positions, 102 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 42

26% more capital invested

Capital invested by funds: $793M → $1B (+$209M)

6% more funds holding

Funds holding: 275 → 291 (+16)

5.4% more ownership

Funds ownership: 58.71% → 64.11% (+5.4%)

12% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 102

32% less call options, than puts

Call options by funds: $33.8M | Put options by funds: $49.4M

Holders
291
Holders Change
+16
Holders Change %
+5.82%
% of All Funds
4.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
61
Increased
90
Reduced
102
Closed
42
Calls
$33.8M
Puts
$49.4M
Net Calls
-$15.6M
Net Calls Change
+$79.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$91.4M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$17.4M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$15M
4
First Trust Advisors
First Trust Advisors
Illinois
+$13.1M
5
Verition Fund Management
Verition Fund Management
Connecticut
+$8.2M

Top Sellers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
-$21.4M
2
AQR Capital Management
AQR Capital Management
Connecticut
-$18.7M
3
JAM
Jupiter Asset Management
United Kingdom
-$14.9M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$9.09M
5
Northern Trust
Northern Trust
Illinois
-$8.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
226
Private Trust Company
Ohio
$20.4K -$468 -36 -2%
PS
227
Principal Securities
Iowa
$19.6K +$18K +1,384 New
TAM
228
Tucker Asset Management
Colorado
$18.6K +$2.6K +200 +18%
UB
229
UMB Bank
Missouri
$17.4K -$12.2K -935 -43%
CWP
230
Concord Wealth Partners
Virginia
$17K -$520 -40 -3%
Nomura Asset Management
231
Nomura Asset Management
Japan
$15.5K – – –
HSA
232
Hussman Strategic Advisors
Maryland
$14.2K – – –
SPIA
233
Steward Partners Investment Advisory
New York
$13.8K +$10.1K +775 +388%
TIM
234
Tortoise Investment Management
New York
$13.3K – – –
CTC
235
Central Trust Company
Missouri
$13.2K – – –
AIG
236
American International Group
New York
$12.8K -$299 -23 -2%
Loomis, Sayles & Company
237
Loomis, Sayles & Company
Massachusetts
$12K +$11.2K +862 New
IA
238
IFP Advisors
Florida
$11.5K +$9.12K +701 +637%
AF
239
Advisornet Financial
Minnesota
$10.7K -$27.4K -2,110 -74%
WT
240
Washington Trust
Rhode Island
$10.6K – – –
T
241
Tidemark
California
$9.92K +$9.09K +699 New
PWMG
242
Private Wealth Management Group
New Jersey
$9.15K +$8.39K +645 New
BC
243
Barrett & Company
Rhode Island
$8.51K – – –
BTI
244
Blue Trust Inc
Georgia
$8K +$6.42K +494 +267%
Allspring Global Investments
245
Allspring Global Investments
North Carolina
$7.29K +$6.68K +514 New
SR
246
Syntax Research
Florida
$7.21K – – –
NA
247
NewEdge Advisors
Louisiana
$7.09K -$13 -1 -0.2%
CSWM
248
Cassady Schiller Wealth Management
Ohio
$7.09K – – –
GWM
249
Geneos Wealth Management
Colorado
$7.09K – – –
HNB
250
Huntington National Bank
Ohio
$6.17K -$3.25K -250 -36%
8 9
10
11 12

HE Hedge Fund Activity: Q4 2023 in Review

291 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q4 2023, worth a combined $1B — up 26% from $793M a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new HE positions and 42 closed out — a net gain of 19 holders — while 90 added to existing stakes and 102 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $91.4M. The largest seller was Pacer Advisors, exiting entirely with an estimated $21.4M sold.

  • 291 institutional investors held Hawaiian Electric Industries (HE) as of Q4 2023, up from 275 in Q3 2023.
  • Funds reported $1B of Hawaiian Electric Industries stock for Q4 2023, up 26% quarter-over-quarter.
  • 61 funds opened new Hawaiian Electric Industries positions in Q4 2023 and 42 closed out, a net change of +19 holders.
  • The largest Hawaiian Electric Industries buyer in Q4 2023 was Morgan Stanley, an estimated $91.4M added.
  • The largest Hawaiian Electric Industries seller in Q4 2023 was Pacer Advisors, an estimated $21.4M sold.

Based on aggregated 13F filings for Q4 2023.