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Hawaiian Electric Industries

229 hedge funds and large institutions have $1.45B invested in Hawaiian Electric Industries in 2014 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 66 increasing their positions, 73 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 42

3% more funds holding

Funds holding: 223229 (+6)

10% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 73

9.53% less ownership

Funds ownership: 51.75%42.22% (-9.5%)

34% less capital invested

Capital invested by funds: $2.2B → $1.45B (-$758M)

64% less call options, than puts

Call options by funds: $410K | Put options by funds: $1.13M

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
229
Holders Change
+6
Holders Change %
+2.69%
% of All Funds
6.11%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
50
Increased
66
Reduced
73
Closed
42
Calls
$410K
Puts
$1.13M
Net Calls
-$723K
Net Calls Change
-$342K
Name Holding Trade Value Shares
Change
Change in
Stake
PP
251
PDT Partners
New York
-$695K -26,183 Closed
RJA
252
Raymond James & Associates
Florida
-$690K -25,980 Closed
RIG
253
Roosevelt Investment Group
New York
-$645K -24,291 Closed
JG
254
Jefferies Group
New York
-$562K -21,185 Closed
AWCI
255
Alpine Woods Capital Investors
New York
-$560K -21,100 Closed
PA
256
Pinnacle Associates
New York
-$425K -16,000 Closed
MC
257
Moors & Cabot
Massachusetts
-$368K -13,779 Closed
CD
258
Carl Domino
Florida
-$363K -13,687 Closed
CC
259
Cipher Capital
New York
-$308K -11,588 Closed
ASN
260
Advisory Services Network
Georgia
-$303K -11,400 Closed
PRCM
261
Pine River Capital Management
Minnesota
-$299K -11,270 Closed
BF
262
BOK Financial
Oklahoma
-$247K -9,298 Closed
EWM
263
Elite Wealth Management
Washington
-$32K -1,200 Closed
MHS
264
M Holdings Securities
Oregon
-$27K -1,000 Closed
SAC
265
Smith Affiliated Capital
New York
-$21.7K -816 Closed
BRWM
266
B. Riley Wealth Management
Tennessee
-$10K -400 Closed
Group One Trading
267
Group One Trading
Illinois
-$5K -170 Closed
PTC
268
Private Trust Company
Ohio
-$1K -40 Closed
W
269
Wealthfront
California
+$58 +2 New
UFA
270
US Financial Advisors
Massachusetts
+$116 +4 New

HE Hedge Fund Activity: Q4 2014 in Review

229 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q4 2014, worth a combined $1.45B — down 34% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new HE positions and 42 closed out — a net gain of 8 holders — while 66 added to existing stakes and 73 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $26.9M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $799M sold.

  • 229 institutional investors held Hawaiian Electric Industries (HE) as of Q4 2014, up from 223 in Q3 2014.
  • Funds reported $1.45B of Hawaiian Electric Industries stock for Q4 2014, down 34% quarter-over-quarter.
  • 50 funds opened new Hawaiian Electric Industries positions in Q4 2014 and 42 closed out, a net change of +8 holders.
  • The largest Hawaiian Electric Industries buyer in Q4 2014 was AQR Capital Management, an estimated $26.9M added.
  • The largest Hawaiian Electric Industries seller in Q4 2014 was Americafirst Capital Management, an estimated $799M sold.

Based on aggregated 13F filings for Q4 2014.