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Hawaiian Electric Industries
HE

277 hedge funds and large institutions have $642M invested in Hawaiian Electric Industries in 2024 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 105 increasing their positions, 76 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 76

5.8% more ownership

Funds ownership: 58.59% → 64.39% (+5.8%)

7% less funds holding

Funds holding: 297 → 277 (-20)

12% less capital invested

Capital invested by funds: $730M → $642M (-$87.6M)

26% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 54

43% less call options, than puts

Call options by funds: $11.6M | Put options by funds: $20.3M

Holders
277
Holders Change
-20
Holders Change %
-6.73%
% of All Funds
4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
40
Increased
105
Reduced
76
Closed
54
Calls
$11.6M
Puts
$20.3M
Net Calls
-$8.68M
Net Calls Change
-$9.48M

Top Buyers

1
BlackRock
BlackRock
New York
+$46.8M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$24M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$8.64M
4
Millennium Management
Millennium Management
New York
+$8.01M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$6.97M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$15.2M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$11.1M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$9.58M
4
CSS
Cubist Systematic Strategies
Connecticut
-$8.39M
5
Jane Street
Jane Street
New York
-$5.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
WT
226
Washington Trust
Rhode Island
$6.76K – – –
T
227
Tidemark
California
$6.3K – – –
CA
228
Continuum Advisory
Idaho
$6.13K – – –
BFEC
229
Benjamin F. Edwards & Company
Missouri
$6K – – –
PA
230
PSI Advisors
Florida
$5.74K +$6.61K +636 New
BC
231
Barrett & Company
Rhode Island
$5.41K – – –
BTI
232
Blue Trust Inc
Georgia
$5.08K +$4.69K +451 New
SR
233
Syntax Research
Florida
$4.58K – – –
CSWM
234
Cassady Schiller Wealth Management
Ohio
$4.51K – – –
GWM
235
Geneos Wealth Management
Colorado
$4.51K – – –
NA
236
NewEdge Advisors
Louisiana
$4.51K – – –
W
237
WealthCollab
Washington
$4.43K +$2.75K +265 +117%
CSB
238
City State Bank
Iowa
$4.11K – – –
CC
239
Cypress Capital
Tennessee
$4.06K +$4.68K +450 New
RWMG
240
Redwood Wealth Management Group
New Jersey
$3.04K +$3.51K +338 New
TCOV
241
Trust Company of Vermont
Vermont
$2.96K – – –
AF
242
Advisornet Financial
Minnesota
$2.71K +$3.12K +300 New
JWM
243
Janiczek Wealth Management
Colorado
$2.33K -$13.5K -1,296 -83%
WIA
244
Wetzel Investment Advisors
Indiana
$2.25K – – –
CPG
245
Cornerstone Planning Group
New Jersey
$2.21K +$748 +72 +120%
Mitsubishi UFJ Asset Management
246
Mitsubishi UFJ Asset Management
Japan
$2.04K – – –
TFGT
247
TS Financial Group (TSFG)
Illinois
$2K – – –
FFA
248
Farther Finance Advisors
California
$1.9K +$1.95K +188 +427%
SWM
249
Spire Wealth Management
Virginia
$1.8K -$21 -2 -1%
HWA
250
HHM Wealth Advisors
Tennessee
$1.8K – – –
8 9
10
11 12

HE Hedge Fund Activity: Q2 2024 in Review

277 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q2 2024, worth a combined $642M — down 12% from $730M a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of HE and 40 opened new positions — a net loss of 14 holders — while 76 trimmed existing stakes and 105 added.

The largest buyer was BlackRock, adding an estimated $46.8M. The largest seller was Morgan Stanley, cutting an estimated $15.2M.

  • 277 institutional investors held Hawaiian Electric Industries (HE) as of Q2 2024, down from 297 in Q1 2024.
  • Funds reported $642M of Hawaiian Electric Industries stock for Q2 2024, down 12% quarter-over-quarter.
  • 40 funds opened new Hawaiian Electric Industries positions in Q2 2024 and 54 closed out, a net change of -14 holders.
  • The largest Hawaiian Electric Industries buyer in Q2 2024 was BlackRock, an estimated $46.8M added.
  • The largest Hawaiian Electric Industries seller in Q2 2024 was Morgan Stanley, an estimated $15.2M sold.

Based on aggregated 13F filings for Q2 2024.