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Hawaiian Electric Industries

291 hedge funds and large institutions have $1.15B invested in Hawaiian Electric Industries in 2024 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 92 increasing their positions, 77 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more capital invested

Capital invested by funds: $642M → $1.15B (+$506M)

32% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 53

19% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 77

7.79% more ownership

Funds ownership: 64.39%72.18% (+7.8%)

5% more funds holding

Funds holding: 277291 (+14)

25% less call options, than puts

Call options by funds: $26.6M | Put options by funds: $35.5M

Holders
291
Holders Change
+14
Holders Change %
+5.05%
% of All Funds
4.18%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.04%
New
70
Increased
92
Reduced
77
Closed
53
Calls
$26.6M
Puts
$35.5M
Net Calls
-$8.86M
Net Calls Change
-$180K
Name Holding Trade Value Shares
Change
Change in
Stake
HSA
226
Hussman Strategic Advisors
Maryland
$9.68K
LC
227
Lindbrook Capital
California
$9.43K -$13.7K -1,108 -53%
AF
228
Allworth Financial
California
$9.33K +$2.09K +169 +21%
BTI
229
Blue Trust Inc
Georgia
$9.16K +$7K +565 +125%
BTC
230
Bank & Trust Company
Illinois
$9.11K -$8.65K -698 -43%
BWP
231
Baldwin Wealth Partners
Massachusetts
$8.58K +$11K +886 New
VCM
232
Versant Capital Management
Arizona
$8.21K +$99 +8 +1%
TAM
233
Tucker Asset Management
Colorado
$8.14K -$9.88K -797 -49%
C
234
Covestor
United Kingdom
$8K -$62 -5 -0.6%
Allspring Global Investments
235
Allspring Global Investments
North Carolina
$7.38K -$2.24K -181 -19%
T
236
Tidemark
California
$6.77K
CA
237
Continuum Advisory
Idaho
$6.68K
PA
238
PSI Advisors
Florida
$6.16K
BC
239
Barrett & Company
Rhode Island
$5.81K
EWA
240
EverSource Wealth Advisors
Alabama
$5.71K
SCM
241
Sterling Capital Management
North Carolina
$5.52K +$7.06K +570 New
SR
242
Syntax Research
Florida
$4.92K
CSWM
243
Cassady Schiller Wealth Management
Ohio
$4.84K
GWM
244
Geneos Wealth Management
Colorado
$4.84K
W
245
WealthCollab
Washington
$4.75K
CSB
246
City State Bank
Iowa
$4.41K
HNB
247
Hilltop National Bank
Wyoming
$3.87K +$2.48K +200 +100%
Nisa Investment Advisors
248
Nisa Investment Advisors
Missouri
$3.79K +$3.61K +291 +291%
GSEP
249
Golden State Equity Partners
California
$3.69K +$4.72K +381 New
CAS
250
Coppell Advisory Solutions
Texas
$3.34K +$4.16K +336 New

HE Hedge Fund Activity: Q3 2024 in Review

291 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q3 2024, worth a combined $1.15B — up 79% from $642M a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new HE positions and 53 closed out — a net gain of 17 holders — while 92 added to existing stakes and 77 trimmed.

The largest buyer was Zimmer Partners, opening a new position worth an estimated $186M. The largest seller was AQR Capital Management, cutting an estimated $79.6M.

  • 291 institutional investors held Hawaiian Electric Industries (HE) as of Q3 2024, up from 277 in Q2 2024.
  • Funds reported $1.15B of Hawaiian Electric Industries stock for Q3 2024, up 79% quarter-over-quarter.
  • 70 funds opened new Hawaiian Electric Industries positions in Q3 2024 and 53 closed out, a net change of +17 holders.
  • The largest Hawaiian Electric Industries buyer in Q3 2024 was Zimmer Partners, an estimated $186M added.
  • The largest Hawaiian Electric Industries seller in Q3 2024 was AQR Capital Management, an estimated $79.6M sold.

Based on aggregated 13F filings for Q3 2024.