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Hawaiian Electric Industries

277 hedge funds and large institutions have $642M invested in Hawaiian Electric Industries in 2024 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 105 increasing their positions, 76 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 76

5.8% more ownership

Funds ownership: 58.59%64.39% (+5.8%)

7% less funds holding

Funds holding: 297277 (-20)

12% less capital invested

Capital invested by funds: $730M → $642M (-$87.6M)

26% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 54

43% less call options, than puts

Call options by funds: $11.6M | Put options by funds: $20.3M

Holders
277
Holders Change
-20
Holders Change %
-6.73%
% of All Funds
4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
40
Increased
105
Reduced
76
Closed
54
Calls
$11.6M
Puts
$20.3M
Net Calls
-$8.68M
Net Calls Change
-$9.48M
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
251
Hilltop National Bank
Wyoming
$1.8K
WBWA
252
William B. Walkup & Associates
South Carolina
$1.8K +$2.08K +200 New
PFBT
253
Parkside Financial Bank & Trust
Missouri
$1.71K +$551 +53 +39%
KWAG
254
Kiely Wealth Advisory Group
North Carolina
$1.6K
NMG
255
New Millennium Group
Utah
$1.58K +$1.82K +175 New
MPWT
256
MassMutual Private Wealth & Trust
Connecticut
$1.45K -$384 -37 -19%
SAM
257
Smartleaf Asset Management
Massachusetts
$1.45K +$1.67K +161 New
BWL
258
Bogart Wealth LLC
Virginia
$1.35K -$1.04K -100 -40%
CPBTD
259
Central Pacific Bank - Trust Division
Hawaii
$1.25K
PS
260
Principal Securities
Iowa
$1.03K -$13.2K -1,270 -92%
CAL
261
Capital Advisors Ltd
Ohio
$1K -$6.44K -620 -84%
CAL
262
Capital Analysts LLC
Pennsylvania
$1K
SFCL
263
Strengthening Families & Communities LLC
Massachusetts
$1K +$1.68K +162 New
KFS
264
Kelly Financial Services
Massachusetts
$911
MFT
265
Moisand Fitzgerald Tamayo
Florida
$911
Nisa Investment Advisors
266
Nisa Investment Advisors
Missouri
$902 -$153K -14,700 -99%
AWM
267
Abound Wealth Management
Tennessee
$902
EPM
268
Equitec Proprietary Markets
Illinois
$902
NSIM
269
North Star Investment Management
Illinois
$902
CMA
270
Cedar Mountain Advisors
Oregon
$902 +$1.04K +100 New
BIA
271
Bell Investment Advisors
California
$812 -$1.19K -114 -56%
S
272
Sachetta
Massachusetts
$686 +$426 +41 New
NRG
273
Nemes Rush Group
Michigan
$657
HWM
274
HighMark Wealth Management
Minnesota
$595
BONH
275
Bank of New Hampshire
New Hampshire
$451

HE Hedge Fund Activity: Q2 2024 in Review

277 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q2 2024, worth a combined $642M — down 12% from $730M a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of HE and 40 opened new positions — a net loss of 14 holders — while 76 trimmed existing stakes and 105 added.

The largest buyer was BlackRock, adding an estimated $46.8M. The largest seller was Morgan Stanley, cutting an estimated $15.2M.

  • 277 institutional investors held Hawaiian Electric Industries (HE) as of Q2 2024, down from 297 in Q1 2024.
  • Funds reported $642M of Hawaiian Electric Industries stock for Q2 2024, down 12% quarter-over-quarter.
  • 40 funds opened new Hawaiian Electric Industries positions in Q2 2024 and 54 closed out, a net change of -14 holders.
  • The largest Hawaiian Electric Industries buyer in Q2 2024 was BlackRock, an estimated $46.8M added.
  • The largest Hawaiian Electric Industries seller in Q2 2024 was Morgan Stanley, an estimated $15.2M sold.

Based on aggregated 13F filings for Q2 2024.