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Hawaiian Electric Industries

321 hedge funds and large institutions have $2.77B invested in Hawaiian Electric Industries in 2019 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 95 increasing their positions, 115 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

8,567% more call options, than puts

Call options by funds: $780K | Put options by funds: $9K

7% more capital invested

Capital invested by funds: $2.6B → $2.77B (+$171M)

0.92% more ownership

Funds ownership: 54.95%55.88% (+0.92%)

0% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 23

0% less funds holding

Funds holding: 322321 (-1)

17% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 115

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
321
Holders Change
-1
Holders Change %
-0.31%
% of All Funds
7.04%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
23
Increased
95
Reduced
115
Closed
23
Calls
$780K
Puts
$9K
Net Calls
+$771K
Net Calls Change
+$166K
Name Holding Trade Value Shares
Change
Change in
Stake
AF
251
Arrow Financial
New York
$94K -$5.51K -124 -6%
APA
252
American Portfolios Advisors
New York
$92K -$55.6K -1,250 -38%
ETI
253
Enterprise Trust & Investment
California
$91K
JFGIW
254
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$81K
CAPTRUST Financial Advisors
255
CAPTRUST Financial Advisors
North Carolina
$80K -$1.02K -23 -1%
TCOV
256
Trust Company of Vermont
Vermont
$74K
TCM
257
Tradewinds Capital Management
Washington
$73K
NIC
258
Northwest Investment Counselors
Oregon
$73K +$71.2K +1,600 New
OC
259
Oakworth Capital
Alabama
$68K
PCM
260
Price Capital Management
Louisiana
$64K +$62.3K +1,400 New
Northwestern Mutual Wealth Management
261
Northwestern Mutual Wealth Management
Wisconsin
$53K
CA
262
Centerpoint Advisors
Massachusetts
$52K
PCG
263
Private Capital Group
Connecticut
$51K +$2.89K +65 +6%
PWP
264
Personal Wealth Partners
Minnesota
$50K
RWG
265
Regal Wealth Group
California
$47K +$311 +7 +0.7%
RCAG
266
Rehmann Capital Advisory Group
Michigan
$45.8K +$44 +1 +0.1%
BAM
267
Barrett Asset Management
New York
$41K
TRCT
268
Tower Research Capital (TRC)
New York
$34K -$9.38K -211 -22%
S
269
SignatureFD
Georgia
$34K
IA
270
IFP Advisors
Florida
$34K +$33K +743 New
M
271
MOTCO
Texas
$33K
NFG
272
Next Financial Group
Texas
$32K -$175K -3,927 -85%
SFSIG
273
San Francisco Sentry Investment Group
California
$30K
BWM
274
BerganKDV Wealth Management
Minnesota
$27K
MA
275
MUFG Americas
New York
$27K

HE Hedge Fund Activity: Q3 2019 in Review

321 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q3 2019, worth a combined $2.77B — up 6.6% from $2.6B a quarter earlier.

Fund positioning in HE was balanced in Q3 2019: 23 funds opened new positions, 23 closed out, 95 added to existing stakes and 115 trimmed.

The largest buyer was ValueAct Holdings, adding an estimated $19.8M. The largest seller was Nordea Investment Management, cutting an estimated $10.9M.

  • 321 institutional investors held Hawaiian Electric Industries (HE) as of Q3 2019, down from 322 in Q2 2019.
  • Funds reported $2.77B of Hawaiian Electric Industries stock for Q3 2019, up 6.6% quarter-over-quarter.
  • 23 funds opened new Hawaiian Electric Industries positions in Q3 2019 and 23 closed out, a net change of 0 holders.
  • The largest Hawaiian Electric Industries buyer in Q3 2019 was ValueAct Holdings, an estimated $19.8M added.
  • The largest Hawaiian Electric Industries seller in Q3 2019 was Nordea Investment Management, an estimated $10.9M sold.

Based on aggregated 13F filings for Q3 2019.