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Hawaiian Electric Industries

316 hedge funds and large institutions have $2.38B invested in Hawaiian Electric Industries in 2019 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 120 increasing their positions, 74 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 22

62% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 74

14% more capital invested

Capital invested by funds: $2.1B → $2.38B (+$289M)

5% more funds holding

Funds holding: 300316 (+16)

1.06% more ownership

Funds ownership: 52.7%53.76% (+1.1%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
316
Holders Change
+16
Holders Change %
+5.33%
% of All Funds
6.84%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
42
Increased
120
Reduced
74
Closed
22
Calls
$693K
Puts
Net Calls
+$693K
Net Calls Change
+$481K
Name Holding Trade Value Shares
Change
Change in
Stake
AS
251
Altshuler Shaham
Israel
$61K +$9.99K +263 +21%
Simplex Trading
252
Simplex Trading
Illinois
$60K +$53K +1,394 +1,408%
MA
253
MUFG Americas
New York
$51K +$24.9K +655 +109%
CA
254
Centerpoint Advisors
Massachusetts
$47K
Northwestern Mutual Wealth Management
255
Northwestern Mutual Wealth Management
Wisconsin
$47K
PCG
256
Private Capital Group
Connecticut
$46K
RWG
257
Regal Wealth Group
California
$42K +$304 +8 +0.8%
RCAG
258
Rehmann Capital Advisory Group
Michigan
$40.9K -$22.1K -581 -37%
DSC
259
Duncker Streett & Co
Missouri
$40K
TWA
260
TCI Wealth Advisors
Arizona
$40K
BAM
261
Barrett Asset Management
New York
$37K
SWM
262
SeaCrest Wealth Management
New York
$37K
S
263
SignatureFD
Georgia
$36K +$12.5K +330 +61%
RFC
264
Regions Financial Corp
Alabama
$33K
M
265
MOTCO
Texas
$30K
NFG
266
Next Financial Group
Texas
$29K
NFH
267
NEXT Financial Holdings
Texas
$29K +$26.6K +701 New
SFSIG
268
San Francisco Sentry Investment Group
California
$27K
Rockefeller Capital Management
269
Rockefeller Capital Management
New York
$27K +$25K +658 New
BWM
270
BerganKDV Wealth Management
Minnesota
$24K
MFW
271
Mosaic Family Wealth
Missouri
$24K
BCA
272
Berman Capital Advisors
Georgia
$23K +$17.5K +461 +384%
SIM
273
Sonora Investment Management
Arizona
$20K
CAC
274
Certified Advisory Corp
Florida
$20K +$152 +4 +0.8%
FHA
275
Flagship Harbor Advisors
Massachusetts
$18K +$5.81K +153 +52%

HE Hedge Fund Activity: Q1 2019 in Review

316 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q1 2019, worth a combined $2.38B — up 14% from $2.1B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new HE positions and 22 closed out — a net gain of 20 holders — while 120 added to existing stakes and 74 trimmed.

The largest buyer was Vanguard Group, adding an estimated $13.3M. The largest seller was Blackstart Capital, exiting entirely with an estimated $19.2M sold.

  • 316 institutional investors held Hawaiian Electric Industries (HE) as of Q1 2019, up from 300 in Q4 2018.
  • Funds reported $2.38B of Hawaiian Electric Industries stock for Q1 2019, up 14% quarter-over-quarter.
  • 42 funds opened new Hawaiian Electric Industries positions in Q1 2019 and 22 closed out, a net change of +20 holders.
  • The largest Hawaiian Electric Industries buyer in Q1 2019 was Vanguard Group, an estimated $13.3M added.
  • The largest Hawaiian Electric Industries seller in Q1 2019 was Blackstart Capital, an estimated $19.2M sold.

Based on aggregated 13F filings for Q1 2019.