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Hawaiian Electric Industries

320 hedge funds and large institutions have $1.99B invested in Hawaiian Electric Industries in 2020 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 89 increasing their positions, 117 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 36

31% more call options, than puts

Call options by funds: $254K | Put options by funds: $194K

10% more capital invested

Capital invested by funds: $1.81B → $1.99B (+$173M)

3% more funds holding

Funds holding: 312320 (+8)

1.59% more ownership

Funds ownership: 50.03%51.62% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

24% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 117

Holders
320
Holders Change
+8
Holders Change %
+2.56%
% of All Funds
5.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
48
Increased
89
Reduced
117
Closed
36
Calls
$254K
Puts
$194K
Net Calls
+$60K
Net Calls Change
-$33K
Name Holding Trade Value Shares
Change
Change in
Stake
PCG
251
Private Capital Group
Connecticut
$37K -$2.3K -65 -6%
CA
252
Centerpoint Advisors
Massachusetts
$36K
LIM
253
Longfellow Investment Management
Massachusetts
$34K +$33.5K +946 New
CTC
254
Central Trust Company
Missouri
$33K
BAM
255
Barrett Asset Management
New York
$32K
S
256
SignatureFD
Georgia
$32K +$13.6K +385 +72%
BWA
257
BDO Wealth Advisors
Florida
$30K
MAM
258
Meeder Asset Management
Ohio
$25K +$4.49K +127 +21%
PHK
259
Point72 Hong Kong
Hong Kong
$23K -$149K -4,199 -87%
BWM
260
BerganKDV Wealth Management
Minnesota
$22K +$283 +8 +1%
BFG
261
Baron Financial Group
New Jersey
$21.2K
HCP
262
Hexagon Capital Partners
Arkansas
$18K
SIM
263
Sonora Investment Management
Arizona
$18K
SBL
264
Sargent Bickham Lagudis
Colorado
$17K +$71 +2 +0.4%
HPC
265
HM Payson & Co
Maine
$16K
MF
266
Manchester Financial
California
$16K
CAL
267
Capital Analysts LLC
Pennsylvania
$16K +$15.6K +441 New
OIA
268
Optimum Investment Advisors
Illinois
$14K
ST
269
Smithfield Trust
Pennsylvania
$14K
COCM
270
Charter Oak Capital Management
New Hampshire
$14K +$17.7K +500 New
QCG
271
Quadrant Capital Group
Ohio
$13K +$12.6K +357 +2,975%
AWM
272
Accel Wealth Management
Iowa
$11K +$11K +310 New
MLFP
273
MPS Loria Financial Planners
Illinois
$10K
GRP
274
Global Retirement Partners
California
$9K -$4.81K -136 -34%
NFG
275
Next Financial Group
Texas
$9K -$1.45K -41 -14%

HE Hedge Fund Activity: Q4 2020 in Review

320 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q4 2020, worth a combined $1.99B — up 9.5% from $1.81B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new HE positions and 36 closed out — a net gain of 12 holders — while 89 added to existing stakes and 117 trimmed.

The largest buyer was Geode Capital Management, adding an estimated $9.2M. The largest seller was Norges Bank, cutting an estimated $11.1M.

  • 320 institutional investors held Hawaiian Electric Industries (HE) as of Q4 2020, up from 312 in Q3 2020.
  • Funds reported $1.99B of Hawaiian Electric Industries stock for Q4 2020, up 9.5% quarter-over-quarter.
  • 48 funds opened new Hawaiian Electric Industries positions in Q4 2020 and 36 closed out, a net change of +12 holders.
  • The largest Hawaiian Electric Industries buyer in Q4 2020 was Geode Capital Management, an estimated $9.2M added.
  • The largest Hawaiian Electric Industries seller in Q4 2020 was Norges Bank, an estimated $11.1M sold.

Based on aggregated 13F filings for Q4 2020.