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Hawaiian Electric Industries
HE

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

45% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 42

26% more capital invested

Capital invested by funds: $793M → $1B (+$209M)

6% more funds holding

Funds holding: 275 → 291 (+16)

5.4% more ownership

Funds ownership: 58.71% → 64.11% (+5.4%)

12% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 102

32% less call options, than puts

Call options by funds: $33.8M | Put options by funds: $49.4M

Holders
291
Holders Change
+16
Holders Change %
+5.82%
% of All Funds
4.24%
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
Morgan Stanley
New York
+$91.4M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$17.4M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$15M
4
First Trust Advisors
First Trust Advisors
Illinois
+$13.1M
5
Verition Fund Management
Verition Fund Management
Connecticut
+$8.2M

Top Sellers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
-$21.4M
2
AQR Capital Management
AQR Capital Management
Connecticut
-$18.7M
3
JAM
Jupiter Asset Management
United Kingdom
-$14.9M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$9.09M
5
Northern Trust
Northern Trust
Illinois
-$8.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
CSB
251
City State Bank
Iowa
$6K – – –
BWL
252
Bogart Wealth LLC
Virginia
$4.97K +$650 +50 +17%
FFO
253
Fortitude Family Office
Arizona
$4.17K +$3.82K +294 New
RTL
254
Red Tortoise LLC
Georgia
$3.93K – – –
SAM
255
Smartleaf Asset Management
Massachusetts
$3.78K +$3.3K +254 New
NF
256
Norwood Financial
Pennsylvania
$3.55K – – –
BIA
257
Bell Investment Advisors
California
$3.43K -$26 -2 -0.8%
Mitsubishi UFJ Asset Management
258
Mitsubishi UFJ Asset Management
Japan
$3.34K – – –
EWA
259
EverSource Wealth Advisors
Alabama
$3.16K +$1.39K +107 +92%
TFGT
260
TS Financial Group (TSFG)
Illinois
$3K – – –
WIA
261
Wetzel Investment Advisors
Indiana
$3K +$2.6K +200 New
HWA
262
HHM Wealth Advisors
Tennessee
$2.84K – – –
TC
263
Truvestments Capital
Florida
$2.84K +$2.6K +200 New
MPWT
264
MassMutual Private Wealth & Trust
Connecticut
$2.81K +$689 +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 -$1.31K -101 -42%
Bessemer Group
268
Bessemer Group
New Jersey
$2K – – –
PFBT
269
Parkside Financial Bank & Trust
Missouri
$1.95K -$650 -50 -27%
MFT
270
Moisand Fitzgerald Tamayo
Florida
$1.43K -$5.75K -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 +$1.3K +100 New
9 10
11
12 13

HE Hedge Fund Activity: Q4 2023 in Review

291 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q4 2023, worth a combined $1B — up 26% from $793M a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new HE positions and 42 closed out — a net gain of 19 holders — while 90 added to existing stakes and 102 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $91.4M. The largest seller was Pacer Advisors, exiting entirely with an estimated $21.4M sold.

  • 291 institutional investors held Hawaiian Electric Industries (HE) as of Q4 2023, up from 275 in Q3 2023.
  • Funds reported $1B of Hawaiian Electric Industries stock for Q4 2023, up 26% quarter-over-quarter.
  • 61 funds opened new Hawaiian Electric Industries positions in Q4 2023 and 42 closed out, a net change of +19 holders.
  • The largest Hawaiian Electric Industries buyer in Q4 2023 was Morgan Stanley, an estimated $91.4M added.
  • The largest Hawaiian Electric Industries seller in Q4 2023 was Pacer Advisors, an estimated $21.4M sold.

Based on aggregated 13F filings for Q4 2023.