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Hawaiian Electric Industries
HE

Overview Fund Activity

305 hedge funds and large institutions have $2.03B invested in Hawaiian Electric Industries in 2018 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 101 increasing their positions, 93 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
+13
Holders Change %
+4.45%
% of All Funds
6.98%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
38
Increased
101
Reduced
93
Closed
24
Calls
$231K
Puts
$17K
Net Calls
+$214K
Net Calls Change
-$12K

Top Buyers

1
VH
ValueAct Holdings
California
$42.6M
2
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
$18.4M
3
Russell Investments Group
Russell Investments Group
United Kingdom
$23.8M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$9.97M
5
Vanguard Group
Vanguard Group
Pennsylvania
$384M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$10.3M
2
Prudential Financial
Prudential Financial
New Jersey
$14.9M
3
AL
AJO LP
Pennsylvania
$1.31M
4
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$47.5M
5
Deutsche Bank
Deutsche Bank
Germany
$3.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
251
SeaCrest Wealth Management
New York
$32K – – –
RFC
252
Regions Financial Corp
Alabama
$28K – – –
M
253
MOTCO
Texas
$26K – – –
S
254
SignatureFD
Georgia
$26K +$2.85K +81 +12%
NFG
255
Next Financial Group
Texas
$25K +$25K +701 New
AIL
256
AGF Investments LLC
Ontario, Canada
$24K – – –
GP
257
Girard Partners
Pennsylvania
$24K +$24K +700 New
MFW
258
Mosaic Family Wealth
Missouri
$23K -$7.67K -200 -25%
SFSIG
259
San Francisco Sentry Investment Group
California
$23K – – –
WIM
260
Westside Investment Management
California
$22K – – –
BA
261
Ballew Advisors
Mississippi
$22K – – –
MYIA
262
Mount Yale Investment Advisors
Colorado
$22K +$2.93K +76 +15%
HNB
263
Huntington National Bank
Ohio
$21K – – –
MA
264
MUFG Americas
New York
$21K – – –
BWM
265
BerganKDV Wealth Management
Minnesota
$21K – – –
SIM
266
Sonora Investment Management
Arizona
$18K – – –
KJWM
267
Kiley Juergens Wealth Management
Washington
$17K – – –
CAC
268
Certified Advisory Corp
Florida
$17K +$108 +3 +0.6%
JA
269
JOYN Advisors
Georgia
$16K +$1.62K +45 +11%
SBL
270
Sargent Bickham Lagudis
Colorado
$16K +$7.2K +202 +82%
SPIA
271
Steward Partners Investment Advisory
New York
$15K – – –
OIA
272
Optimum Investment Advisors
Illinois
$14K – – –
VCM
273
Versant Capital Management
Arizona
$14K +$202 +6 +1%
CFGS
274
Concourse Financial Group Securities
Alabama
$14K +$14K +383 New
SCM
275
Southport Capital Management
Tennessee
$14K +$14K +400 New
9 10
11
12 13