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Hawaiian Electric Industries
HE

Overview Fund Activity

297 hedge funds and large institutions have $730M invested in Hawaiian Electric Industries in 2024 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 89 increasing their positions, 101 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
+6
Holders Change %
+2.06%
% of All Funds
4.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
51
Increased
89
Reduced
101
Closed
43
Calls
$26.5M
Puts
$25.7M
Net Calls
+$808K
Net Calls Change
+$16.4M

Top Buyers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$16.4M
2
Voloridge Investment Management
Voloridge Investment Management
Florida
$10M
3
CSS
Cubist Systematic Strategies
Connecticut
$8.39M
4
BlackRock
BlackRock
New York
$75.6M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$18.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$46.5M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
$7.1M
3
Renaissance Technologies
Renaissance Technologies
New York
$3.17M
4
Verition Fund Management
Verition Fund Management
Connecticut
$331K
5
Millennium Management
Millennium Management
New York
$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SR
251
Syntax Research
Florida
$5.73K – – –
NA
252
NewEdge Advisors
Louisiana
$5.64K – – –
CSWM
253
Cassady Schiller Wealth Management
Ohio
$5.64K – – –
GWM
254
Geneos Wealth Management
Colorado
$5.64K – – –
EWA
255
EverSource Wealth Advisors
Alabama
$5.05K +$2.86K +290 +130%
CSB
256
City State Bank
Iowa
$5K – – –
HNB
257
Huntington National Bank
Ohio
$4.9K – – –
TCOV
258
Trust Company of Vermont
Vermont
$3.7K +$3.7K +328 New
VWM
259
Venturi Wealth Management
Texas
$3.69K +$3.69K +327 New
CFFP
260
Center for Financial Planning
Michigan
$3.44K +$3.44K +305 New
RTL
261
Red Tortoise LLC
Georgia
$3.12K – – –
BWL
262
Bogart Wealth LLC
Virginia
$2.82K -$1.13K -100 -29%
OPTFSNA
263
Old Point Trust & Financial Services N A
Virginia
$2.82K +$2.82K +250 New
NF
264
Norwood Financial
Pennsylvania
$2.82K – – –
W
265
WealthCollab
Washington
$2.55K -$16.5K -1,465 -87%
Mitsubishi UFJ Asset Management
266
Mitsubishi UFJ Asset Management
Japan
$2.55K – – –
BIA
267
Bell Investment Advisors
California
$2.3K -$428 -38 -16%
SWM
268
Spire Wealth Management
Virginia
$2.28K +$23 +2 +1%
HWA
269
HHM Wealth Advisors
Tennessee
$2.25K – – –
TC
270
Truvestments Capital
Florida
$2.25K – – –
HNB
271
Hilltop National Bank
Wyoming
$2.25K +$2.25K +200 New
MPWT
272
MassMutual Private Wealth & Trust
Connecticut
$2.23K – – –
WIA
273
Wetzel Investment Advisors
Indiana
$2.04K – – –
TFGT
274
TS Financial Group (TSFG)
Illinois
$2K – – –
AGWCA
275
Annis Gardner Whiting Capital Advisors
Florida
$1.58K +$1.58K +140 New
9 10
11
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