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Hawaiian Electric Industries

298 hedge funds and large institutions have $2.12B invested in Hawaiian Electric Industries in 2020 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 81 increasing their positions, 110 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more call options, than puts

Call options by funds: $32K | Put options by funds: $8K

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.61% less ownership

Funds ownership: 55.4%53.79% (-1.6%)

4% less funds holding

Funds holding: 311298 (-13)

18% less capital invested

Capital invested by funds: $2.59B → $2.12B (-$472M)

22% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 46

26% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 110

Holders
298
Holders Change
-13
Holders Change %
-4.18%
% of All Funds
6.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
36
Increased
81
Reduced
110
Closed
46
Calls
$32K
Puts
$8K
Net Calls
+$24K
Net Calls Change
-$753K
Name Holding Trade Value Shares
Change
Change in
Stake
TWA
251
TCI Wealth Advisors
Arizona
$17K -$3.1K -80 -14%
CAC
252
Certified Advisory Corp
Florida
$17K
HPC
253
HM Payson & Co
Maine
$17K
MF
254
Manchester Financial
California
$17K
SBL
255
Sargent Bickham Lagudis
Colorado
$17K +$77 +2 +0.4%
ST
256
Smithfield Trust
Pennsylvania
$17K +$15.5K +400 +444%
GRP
257
Global Retirement Partners
California
$15K
SPIA
258
Steward Partners Investment Advisory
New York
$15K
OIA
259
Optimum Investment Advisors
Illinois
$14K
CIA
260
CSat Investment Advisory
Michigan
$14K +$2.56K +66 +20%
IA
261
IFP Advisors
Florida
$13K
LFG
262
LifePlan Financial Group
Ohio
$11K
MLFP
263
MPS Loria Financial Planners
Illinois
$11K +$11.6K +300 New
ADL
264
Asset Dedication LLC
California
$10K
MAM
265
Meeder Asset Management
Ohio
$9K -$10.1K -260 -50%
OPS
266
Orion Portfolio Solutions
Nebraska
$9K -$8.87K -229 -47%
Fifth Third Bancorp
267
Fifth Third Bancorp
Ohio
$9K
Simplex Trading
268
Simplex Trading
Illinois
$7K -$137K -3,541 -94%
BAM
269
Bellevue Asset Management
Washington
$7K
EARNEST Partners
270
EARNEST Partners
Georgia
$7K
EIP
271
Ellis Investment Partners
Pennsylvania
$7K
JPLA
272
Joseph P. Lucia & Associates
New York
$7K +$39 +1 +0.5%
BWL
273
Bogart Wealth LLC
Virginia
$7K +$7.75K +200 New
TH
274
TCTC Holdings
Texas
$7K +$7.75K +200 New
Northwestern Mutual Wealth Management
275
Northwestern Mutual Wealth Management
Wisconsin
$6K -$7.25K -187 -53%

HE Hedge Fund Activity: Q2 2020 in Review

298 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q2 2020, worth a combined $2.12B — down 18% from $2.59B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of HE and 36 opened new positions — a net loss of 10 holders — while 110 trimmed existing stakes and 81 added.

The largest buyer was Norges Bank, adding an estimated $15.5M. The largest seller was Robeco Institutional Asset Management, cutting an estimated $22.3M.

  • 298 institutional investors held Hawaiian Electric Industries (HE) as of Q2 2020, down from 311 in Q1 2020.
  • Funds reported $2.12B of Hawaiian Electric Industries stock for Q2 2020, down 18% quarter-over-quarter.
  • 36 funds opened new Hawaiian Electric Industries positions in Q2 2020 and 46 closed out, a net change of -10 holders.
  • The largest Hawaiian Electric Industries buyer in Q2 2020 was Norges Bank, an estimated $15.5M added.
  • The largest Hawaiian Electric Industries seller in Q2 2020 was Robeco Institutional Asset Management, an estimated $22.3M sold.

Based on aggregated 13F filings for Q2 2020.