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Hawaiian Electric Industries
HE

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

1,259% more call options, than puts

Call options by funds: $231K | Put options by funds: $17K

58% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 24

5% more capital invested

Capital invested by funds: $1.93B → $2.03B (+$103M)

4% more funds holding

Funds holding: 292 → 305 (+13)

9% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 93

0.78% more ownership

Funds ownership: 51.61% → 52.38% (+0.78%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
305
Holders Change
+13
Holders Change %
+4.45%
% of All Funds
6.97%
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
+$42.1M
2
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$18.2M
3
Russell Investments Group
Russell Investments Group
United Kingdom
+$12.3M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$9.85M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$7.76M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$33.2M
2
Prudential Financial
Prudential Financial
New Jersey
-$9.52M
3
AL
AJO LP
Pennsylvania
-$6.8M
4
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
-$6.47M
5
Deutsche Bank
Deutsche Bank
Germany
-$6.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
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 +$24.7K +701 New
AIL
256
AGF Investments LLC
Ontario, Canada
$24K – – –
GP
257
Girard Partners
Pennsylvania
$24K +$24.6K +700 New
MFW
258
Mosaic Family Wealth
Missouri
$23K -$7.04K -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 +$2.67K +76 +15%
BWM
263
BerganKDV Wealth Management
Minnesota
$21K – – –
HNB
264
Huntington National Bank
Ohio
$21K – – –
MA
265
MUFG Americas
New York
$21K – – –
SIM
266
Sonora Investment Management
Arizona
$18K – – –
KJWM
267
Kiley Juergens Wealth Management
Washington
$17K – – –
CAC
268
Certified Advisory Corp
Florida
$17K +$106 +3 +0.6%
JA
269
JOYN Advisors
Georgia
$16K +$1.58K +45 +11%
SBL
270
Sargent Bickham Lagudis
Colorado
$16K +$7.11K +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 +$211 +6 +1%
CFGS
274
Concourse Financial Group Securities
Alabama
$14K +$13.5K +383 New
SCM
275
Southport Capital Management
Tennessee
$14K +$14.1K +400 New
9 10
11
12 13

HE Hedge Fund Activity: Q3 2018 in Review

305 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q3 2018, worth a combined $2.03B — up 5.3% from $1.93B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new HE positions and 24 closed out — a net gain of 14 holders — while 101 added to existing stakes and 93 trimmed.

The largest buyer was ValueAct Holdings, opening a new position worth an estimated $42.1M. The largest seller was Fidelity Investments, cutting an estimated $33.2M.

  • 305 institutional investors held Hawaiian Electric Industries (HE) as of Q3 2018, up from 292 in Q2 2018.
  • Funds reported $2.03B of Hawaiian Electric Industries stock for Q3 2018, up 5.3% quarter-over-quarter.
  • 38 funds opened new Hawaiian Electric Industries positions in Q3 2018 and 24 closed out, a net change of +14 holders.
  • The largest Hawaiian Electric Industries buyer in Q3 2018 was ValueAct Holdings, an estimated $42.1M added.
  • The largest Hawaiian Electric Industries seller in Q3 2018 was Fidelity Investments, an estimated $33.2M sold.

Based on aggregated 13F filings for Q3 2018.