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Hawaiian Electric Industries

282 hedge funds and large institutions have $1.87B invested in Hawaiian Electric Industries in 2018 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 83 increasing their positions, 94 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,602% more call options, than puts

Call options by funds: $698K | Put options by funds: $41K

16% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 32

1% more funds holding

Funds holding: 279282 (+3)

0.96% more ownership

Funds ownership: 49.08%50.04% (+0.96%)

3% less capital invested

Capital invested by funds: $1.93B → $1.87B (-$55.8M)

12% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 94

Holders
282
Holders Change
+3
Holders Change %
+1.08%
% of All Funds
6.46%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
37
Increased
83
Reduced
94
Closed
32
Calls
$698K
Puts
$41K
Net Calls
+$657K
Net Calls Change
+$407K
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
251
Cribstone Capital Management
Maine
$12K
IWM
252
IHT Wealth Management
Illinois
$12K
ASN
253
Advisory Services Network
Georgia
$12K +$7.7K +228 +181%
ADL
254
Asset Dedication LLC
California
$10K
HI
255
Hudock Inc
Pennsylvania
$10K
RFM
256
Royal Fund Management
Florida
$10K
LFG
257
LifePlan Financial Group
Ohio
$10K +$10.1K +300 New
GRP
258
Global Retirement Partners
California
$9K
MYIA
259
Mount Yale Investment Advisors
Colorado
$9K +$9.22K +273 New
Simplex Trading
260
Simplex Trading
Illinois
$9K +$9.43K +279 New
SBL
261
Sargent Bickham Lagudis
Colorado
$8K +$68 +2 +0.8%
BFEC
262
Benjamin F. Edwards & Company
Missouri
$7K +$6.76K +200 New
WAM
263
Wealthspire Advisors (Maryland)
Maryland
$6K -$1.59K -47 -22%
HIM
264
Hillsdale Investment Management
Ontario, Canada
$6K -$338 -10 -5%
EARNEST Partners
265
EARNEST Partners
Georgia
$6K
GAM
266
Gemmer Asset Management
California
$6K +$203 +6 +3%
PG
267
PEAK6 Group
Illinois
$6K +$5.44K +161 New
FCMT
268
Founders Capital Management (Texas)
Texas
$5K
EFSCE
269
Enterprise Financial Services Corp (EFSC)
Missouri
$4K
TWA
270
TCI Wealth Advisors
Arizona
$4K
WA
271
WealthTrust-Arizona
Arizona
$4K +$34 +1 +1%
DWM
272
Destination Wealth Management
California
$4K +$3.89K +115 New
NSIM
273
North Star Investment Management
Illinois
$3K
ST
274
Smithfield Trust
Pennsylvania
$3K
JA
275
JOYN Advisors
Georgia
$3K +$3.28K +97 New

HE Hedge Fund Activity: Q1 2018 in Review

282 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q1 2018, worth a combined $1.87B — down 2.9% from $1.93B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new HE positions and 32 closed out — a net gain of 5 holders — while 83 added to existing stakes and 94 trimmed.

The largest buyer was Robeco Institutional Asset Management, adding an estimated $44.5M. The largest seller was Panagora Asset Management, cutting an estimated $32.9M.

  • 282 institutional investors held Hawaiian Electric Industries (HE) as of Q1 2018, up from 279 in Q4 2017.
  • Funds reported $1.87B of Hawaiian Electric Industries stock for Q1 2018, down 2.9% quarter-over-quarter.
  • 37 funds opened new Hawaiian Electric Industries positions in Q1 2018 and 32 closed out, a net change of +5 holders.
  • The largest Hawaiian Electric Industries buyer in Q1 2018 was Robeco Institutional Asset Management, an estimated $44.5M added.
  • The largest Hawaiian Electric Industries seller in Q1 2018 was Panagora Asset Management, an estimated $32.9M sold.

Based on aggregated 13F filings for Q1 2018.