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Hawaiian Electric Industries

332 hedge funds and large institutions have $2.34B invested in Hawaiian Electric Industries in 2021 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 103 increasing their positions, 97 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 22

148% more call options, than puts

Call options by funds: $298K | Put options by funds: $120K

11% more funds holding

Funds holding: 300332 (+32)

6% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 97

1% less capital invested

Capital invested by funds: $2.38B → $2.34B (-$32.4M)

1.43% less ownership

Funds ownership: 53.17%51.75% (-1.4%)

Holders
332
Holders Change
+32
Holders Change %
+10.67%
% of All Funds
5.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
58
Increased
103
Reduced
97
Closed
22
Calls
$298K
Puts
$120K
Net Calls
+$178K
Net Calls Change
-$108K
Name Holding Trade Value Shares
Change
Change in
Stake
CI Investments Inc
251
CI Investments Inc
Ontario, Canada
$89K -$28.9K -713 -25%
LIM
252
Longfellow Investment Management
Massachusetts
$89K
Robeco Institutional Asset Management
253
Robeco Institutional Asset Management
Netherlands
$81K
TIM
254
Tortoise Investment Management
New York
$81K
JFGIW
255
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$73K
AF
256
Arrow Financial
New York
$71K
TCM
257
Tradewinds Capital Management
Washington
$66K
TLCM
258
Twin Lakes Capital Management
California
$66K +$41 +1 +0.1%
TCOV
259
Trust Company of Vermont
Vermont
$64K +$62.3K +1,535 New
OC
260
Oakworth Capital
Alabama
$62K
CMA
261
Cedar Mountain Advisors
Oregon
$60K
TF
262
Tompkins Financial
New York
$58K
Simplex Trading
263
Simplex Trading
Illinois
$56K +$55.5K +1,368 New
FBT
264
First Bank & Trust
South Dakota
$50K
GWM
265
Geneos Wealth Management
Colorado
$48K
APA
266
American Portfolios Advisors
New York
$47.1K +$24.3K +599 +112%
CA
267
Centerpoint Advisors
Massachusetts
$42K
MAWCM
268
Mine & Arao Wealth Creation & Management
California
$42K
CTC
269
Central Trust Company
Missouri
$39K
BAM
270
Barrett Asset Management
New York
$37K
S
271
SignatureFD
Georgia
$36K -$3.57K -88 -9%
AIL
272
AGF Investments LLC
Ontario, Canada
$35K
BWA
273
BDO Wealth Advisors
Florida
$35K
MTWM
274
Masso Torrence Wealth Management
New Jersey
$35K +$34K +837 New
Rockefeller Capital Management
275
Rockefeller Capital Management
New York
$29K +$162 +4 +0.6%

HE Hedge Fund Activity: Q4 2021 in Review

332 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q4 2021, worth a combined $2.34B — down 1.4% from $2.38B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new HE positions and 22 closed out — a net gain of 36 holders — while 103 added to existing stakes and 97 trimmed.

The largest buyer was Millennium Management, adding an estimated $7.65M. The largest seller was Wells Fargo, cutting an estimated $109M.

  • 332 institutional investors held Hawaiian Electric Industries (HE) as of Q4 2021, up from 300 in Q3 2021.
  • Funds reported $2.34B of Hawaiian Electric Industries stock for Q4 2021, down 1.4% quarter-over-quarter.
  • 58 funds opened new Hawaiian Electric Industries positions in Q4 2021 and 22 closed out, a net change of +36 holders.
  • The largest Hawaiian Electric Industries buyer in Q4 2021 was Millennium Management, an estimated $7.65M added.
  • The largest Hawaiian Electric Industries seller in Q4 2021 was Wells Fargo, an estimated $109M sold.

Based on aggregated 13F filings for Q4 2021.