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Hawaiian Electric Industries

323 hedge funds and large institutions have $2.84B invested in Hawaiian Electric Industries in 2019 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 110 increasing their positions, 96 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more call options, than puts

Call options by funds: $698K | Put options by funds: $258K

38% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 26

15% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 96

2% more capital invested

Capital invested by funds: $2.77B → $2.84B (+$68.7M)

1% more funds holding

Funds holding: 321323 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.22% less ownership

Funds ownership: 55.88%55.66% (-0.22%)

Holders
323
Holders Change
+2
Holders Change %
+0.62%
% of All Funds
6.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
36
Increased
110
Reduced
96
Closed
26
Calls
$698K
Puts
$258K
Net Calls
+$440K
Net Calls Change
-$331K
Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
251
Trust Company of Vermont
Vermont
$76K
TCM
252
Tradewinds Capital Management
Washington
$75K
OC
253
Oakworth Capital
Alabama
$68K
CMA
254
Cedar Mountain Advisors
Oregon
$67K +$64.5K +1,440 New
Northwestern Mutual Wealth Management
255
Northwestern Mutual Wealth Management
Wisconsin
$63K +$8.38K +187 +16%
S
256
SignatureFD
Georgia
$60K +$23.9K +534 +71%
CA
257
Centerpoint Advisors
Massachusetts
$54K
PCG
258
Private Capital Group
Connecticut
$52K
PCM
259
Pinz Capital Management
New York
$52K +$49.3K +1,100 New
PWP
260
Personal Wealth Partners
Minnesota
$51K
RWG
261
Regal Wealth Group
California
$49K +$358 +8 +0.8%
FGAM
262
Financial Gravity Asset Management
Texas
$47K -$134 -3 -75%
DSC
263
Duncker Streett & Co
Missouri
$45K +$43.5K +970 New
BAM
264
Barrett Asset Management
New York
$42K
Chevy Chase Trust
265
Chevy Chase Trust
Maryland
$41K +$39.3K +876 New
HNB
266
Huntington National Bank
Ohio
$39K -$77.9K -1,739 -68%
HWM
267
Howard Wealth Management
Connecticut
$35K +$33.6K +750 New
M
268
MOTCO
Texas
$34K
BL
269
Balentine LLC
Georgia
$34K +$32K +715 New
SFSIG
270
San Francisco Sentry Investment Group
California
$30K
BWM
271
BerganKDV Wealth Management
Minnesota
$28K
MA
272
MUFG Americas
New York
$28K
BCA
273
Berman Capital Advisors
Georgia
$27K +$90 +2 +0.3%
TWA
274
TCI Wealth Advisors
Arizona
$26K
IA
275
IFP Advisors
Florida
$23K -$10.7K -238 -32%

HE Hedge Fund Activity: Q4 2019 in Review

323 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q4 2019, worth a combined $2.84B — up 2.5% from $2.77B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new HE positions and 26 closed out — a net gain of 10 holders — while 110 added to existing stakes and 96 trimmed.

The largest buyer was ValueAct Holdings, adding an estimated $18.5M. The largest seller was Nordea Investment Management, exiting entirely with an estimated $24.3M sold.

  • 323 institutional investors held Hawaiian Electric Industries (HE) as of Q4 2019, up from 321 in Q3 2019.
  • Funds reported $2.84B of Hawaiian Electric Industries stock for Q4 2019, up 2.5% quarter-over-quarter.
  • 36 funds opened new Hawaiian Electric Industries positions in Q4 2019 and 26 closed out, a net change of +10 holders.
  • The largest Hawaiian Electric Industries buyer in Q4 2019 was ValueAct Holdings, an estimated $18.5M added.
  • The largest Hawaiian Electric Industries seller in Q4 2019 was Nordea Investment Management, an estimated $24.3M sold.

Based on aggregated 13F filings for Q4 2019.