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Hawaiian Electric Industries

300 hedge funds and large institutions have $2.1B invested in Hawaiian Electric Industries in 2018 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 94 increasing their positions, 90 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,514% more call options, than puts

Call options by funds: $226K | Put options by funds: $14K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

4% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 90

3% more capital invested

Capital invested by funds: $2.03B → $2.1B (+$66.3M)

0.32% more ownership

Funds ownership: 52.38%52.7% (+0.32%)

9% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 35

2% less funds holding

Funds holding: 305300 (-5)

Holders
300
Holders Change
-5
Holders Change %
-1.64%
% of All Funds
6.68%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
32
Increased
94
Reduced
90
Closed
35
Calls
$226K
Puts
$14K
Net Calls
+$212K
Net Calls Change
-$2K
Name Holding Trade Value Shares
Change
Change in
Stake
PRC
251
Pearl River Capital
Michigan
$22K +$22.3K +600 New
S
252
SignatureFD
Georgia
$20K -$7.31K -197 -27%
SIM
253
Sonora Investment Management
Arizona
$18K
JA
254
JOYN Advisors
Georgia
$18K +$1.97K +53 +12%
ER
255
Enlightenment Research
Florida
$18K +$18.5K +500 New
WIM
256
Westside Investment Management
California
$17K -$5.75K -155 -25%
SBL
257
Sargent Bickham Lagudis
Colorado
$17K +$74 +2 +0.4%
CAC
258
Certified Advisory Corp
Florida
$17K +$148 +4 +0.8%
HNB
259
Huntington National Bank
Ohio
$15K -$7.6K -205 -34%
OIA
260
Optimum Investment Advisors
Illinois
$15K
VCM
261
Versant Capital Management
Arizona
$15K
CFGS
262
Concourse Financial Group Securities
Alabama
$14K
CCM
263
Cribstone Capital Management
Maine
$13K
BRC
264
Bell Rock Capital
Delaware
$12K
WAM
265
Wealthspire Advisors (Maryland)
Maryland
$12K +$4.45K +120 +59%
ADL
266
Asset Dedication LLC
California
$11K
LFG
267
LifePlan Financial Group
Ohio
$11K
BTNA
268
Bremer Trust National Association
Minnesota
$11K +$11.1K +300 New
GRP
269
Global Retirement Partners
California
$10K
GTAM
270
Global Trust Asset Management
Florida
$10K
HI
271
Hudock Inc
Pennsylvania
$10K
FHA
272
Flagship Harbor Advisors
Massachusetts
$10K +$74 +2 +0.7%
FGC
273
Financial Gravity Companies
Texas
$10K +$9.9K +267 New
IF
274
Ironwood Financial
Arizona
$8K
BFEC
275
Benjamin F. Edwards & Company
Missouri
$7K

HE Hedge Fund Activity: Q4 2018 in Review

300 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q4 2018, worth a combined $2.1B — up 3.3% from $2.03B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of HE and 32 opened new positions — a net loss of 3 holders — while 90 trimmed existing stakes and 94 added.

The largest buyer was Acadian Asset Management, adding an estimated $16.2M. The largest seller was Wells Fargo, cutting an estimated $13.4M.

  • 300 institutional investors held Hawaiian Electric Industries (HE) as of Q4 2018, down from 305 in Q3 2018.
  • Funds reported $2.1B of Hawaiian Electric Industries stock for Q4 2018, up 3.3% quarter-over-quarter.
  • 32 funds opened new Hawaiian Electric Industries positions in Q4 2018 and 35 closed out, a net change of -3 holders.
  • The largest Hawaiian Electric Industries buyer in Q4 2018 was Acadian Asset Management, an estimated $16.2M added.
  • The largest Hawaiian Electric Industries seller in Q4 2018 was Wells Fargo, an estimated $13.4M sold.

Based on aggregated 13F filings for Q4 2018.