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Hawaiian Electric Industries
HE

291 hedge funds and large institutions have $1.15B invested in Hawaiian Electric Industries in 2024 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 92 increasing their positions, 77 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more capital invested

Capital invested by funds: $642M → $1.15B (+$506M)

32% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 53

19% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 77

7.79% more ownership

Funds ownership: 64.39% → 72.18% (+7.8%)

5% more funds holding

Funds holding: 277 → 291 (+14)

25% less call options, than puts

Call options by funds: $26.6M | Put options by funds: $35.5M

Holders
291
Holders Change
+14
Holders Change %
+5.05%
% of All Funds
4.18%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.04%
New
70
Increased
92
Reduced
77
Closed
53
Calls
$26.6M
Puts
$35.5M
Net Calls
-$8.86M
Net Calls Change
-$180K

Top Buyers

Rank Fund Capital Flow
1
ZP
Zimmer Partners
New York
+$186M
2
GCM
Ghisallo Capital Management
Massachusetts
+$70.6M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$70M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$65.4M
5
Citadel Advisors
Citadel Advisors
Florida
+$61M

Top Sellers

Rank Fund Capital Flow
1
AQR Capital Management
AQR Capital Management
Connecticut
-$79.6M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$24.6M
3
Two Sigma Investments
Two Sigma Investments
New York
-$19.5M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$17.5M
5
Millennium Management
Millennium Management
New York
-$12.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWC
251
Carolinas Wealth Consulting
North Carolina
$3.19K +$4.09K +330 New
TCOV
252
Trust Company of Vermont
Vermont
$3.17K – – –
Mitsubishi UFJ Asset Management
253
Mitsubishi UFJ Asset Management
Japan
$2.19K – – –
TFGT
254
TS Financial Group (TSFG)
Illinois
$2K – – –
WT
255
Washington Trust
Rhode Island
$1.94K -$6.82K -550 -73%
AF
256
Advisornet Financial
Minnesota
$1.94K -$1.24K -100 -33%
HWA
257
HHM Wealth Advisors
Tennessee
$1.94K – – –
SWM
258
Spire Wealth Management
Virginia
$1.94K – – –
WBWA
259
William B. Walkup & Associates
South Carolina
$1.94K – – –
JIP
260
Jaffetilchin Investment Partners
Florida
$1.94K +$2.48K +200 New
TC
261
Truvestments Capital
Florida
$1.94K +$2.48K +200 New
NMG
262
New Millennium Group
Utah
$1.69K – – –
SFCL
263
Strengthening Families & Communities LLC
Massachusetts
$1.56K – – –
SPIA
264
Steward Partners Investment Advisory
New York
$1.45K +$1.86K +150 New
CPBTD
265
Central Pacific Bank - Trust Division
Hawaii
$1.34K – – –
CPG
266
Cornerstone Planning Group
New Jersey
$1.31K – – –
PS
267
Principal Securities
Iowa
$1.1K – – –
KWAG
268
Kiely Wealth Advisory Group
North Carolina
$1K – – –
CAL
269
Capital Analysts LLC
Pennsylvania
$1K – – –
CAL
270
Capital Advisors Ltd
Ohio
$1K +$50 +4 +3%
MFT
271
Moisand Fitzgerald Tamayo
Florida
$978 – – –
AWM
272
Abound Wealth Management
Tennessee
$968 – – –
CMA
273
Cedar Mountain Advisors
Oregon
$968 – – –
NSIM
274
North Star Investment Management
Illinois
$968 – – –
BIA
275
Bell Investment Advisors
California
$872 – – –
9 10
11
12 13

HE Hedge Fund Activity: Q3 2024 in Review

291 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q3 2024, worth a combined $1.15B — up 79% from $642M a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new HE positions and 53 closed out — a net gain of 17 holders — while 92 added to existing stakes and 77 trimmed.

The largest buyer was Zimmer Partners, opening a new position worth an estimated $186M. The largest seller was AQR Capital Management, cutting an estimated $79.6M.

  • 291 institutional investors held Hawaiian Electric Industries (HE) as of Q3 2024, up from 277 in Q2 2024.
  • Funds reported $1.15B of Hawaiian Electric Industries stock for Q3 2024, up 79% quarter-over-quarter.
  • 70 funds opened new Hawaiian Electric Industries positions in Q3 2024 and 53 closed out, a net change of +17 holders.
  • The largest Hawaiian Electric Industries buyer in Q3 2024 was Zimmer Partners, an estimated $186M added.
  • The largest Hawaiian Electric Industries seller in Q3 2024 was AQR Capital Management, an estimated $79.6M sold.

Based on aggregated 13F filings for Q3 2024.