HE icon

Hawaiian Electric Industries
HE

Overview Fund Activity

291 hedge funds and large institutions have $1B invested in Hawaiian Electric Industries in 2023 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 90 increasing their positions, 102 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
+16
Holders Change %
+5.82%
% of All Funds
4.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
61
Increased
90
Reduced
102
Closed
42
Calls
$33.8M
Puts
$49.4M
Net Calls
-$15.6M
Net Calls Change
+$79.8M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$131M
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$19M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$26.9M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$17.3M
5
Verition Fund Management
5
Verition Fund Management
Connecticut
$8.94M

Top Sellers

1
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$0
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$66.4M
3
JAM
3
Jupiter Asset Management
United Kingdom
$0
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$6.98M
5
Northern Trust
5
Northern Trust
Illinois
$7.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSB
251
City State Bank
Iowa
$6K – – –
BWL
252
Bogart Wealth LLC
Virginia
$4.97K +$710 +50 +17%
FFO
253
Fortitude Family Office
Arizona
$4.17K +$4.17K +294 New
RTL
254
Red Tortoise LLC
Georgia
$3.93K – – –
SAM
255
Smartleaf Asset Management
Massachusetts
$3.78K +$3.78K +254 New
NF
256
Norwood Financial
Pennsylvania
$3.55K – – –
BIA
257
Bell Investment Advisors
California
$3.43K -$28 -2 -0.8%
Mitsubishi UFJ Asset Management
258
Mitsubishi UFJ Asset Management
Japan
$3.34K – – –
EWA
259
EverSource Wealth Advisors
Alabama
$3.16K +$1.52K +107 +92%
TFGT
260
TS Financial Group (TSFG)
Illinois
$3K – – –
WIA
261
Wetzel Investment Advisors
Indiana
$3K +$3K +200 New
HWA
262
HHM Wealth Advisors
Tennessee
$2.84K – – –
TC
263
Truvestments Capital
Florida
$2.84K +$2.84K +200 New
MPWT
264
MassMutual Private Wealth & Trust
Connecticut
$2.81K +$752 +53 +37%
SWM
265
Spire Wealth Management
Virginia
$2.54K – – –
NMG
266
New Millennium Group
Utah
$2.48K – – –
CAL
267
Capital Advisors Ltd
Ohio
$2K -$1.43K -101 -42%
Bessemer Group
268
Bessemer Group
New Jersey
$2K – – –
PFBT
269
Parkside Financial Bank & Trust
Missouri
$1.95K -$710 -50 -27%
MFT
270
Moisand Fitzgerald Tamayo
Florida
$1.43K -$6.27K -442 -81%
KFS
271
Kelly Financial Services
Massachusetts
$1.43K – – –
AWM
272
Abound Wealth Management
Tennessee
$1.42K – – –
EPM
273
Equitec Proprietary Markets
Illinois
$1.42K – – –
NSIM
274
North Star Investment Management
Illinois
$1.42K – – –
KWAG
275
Kiely Wealth Advisory Group
North Carolina
$1.39K +$1.39K +100 New
9 10
11
12 13