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Hawaiian Electric Industries
HE

Overview Fund Activity

290 hedge funds and large institutions have $1.21B invested in Hawaiian Electric Industries in 2024 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 102 increasing their positions, 74 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
-1
Holders Change %
-0.34%
% of All Funds
3.86%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
64
Increased
102
Reduced
74
Closed
62
Calls
$30.4M
Puts
$22.1M
Net Calls
+$8.32M
Net Calls Change
+$17.2M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$115M
2
UBS Group
UBS Group
Switzerland
$26M
3
HKAM
Horizon Kinetics Asset Management
New York
$23.2M
4
Two Sigma Investments
Two Sigma Investments
New York
$19.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
$177M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$376K
2
Citadel Advisors
Citadel Advisors
Florida
$3.68M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
$0
4
GCM
Ghisallo Capital Management
Massachusetts
$27.7M
5
Marshall Wace
Marshall Wace
United Kingdom
$4.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
251
Geneos Wealth Management
Colorado
$4.87K – – –
CSWM
252
Cassady Schiller Wealth Management
Ohio
$4.87K – – –
API
253
Asset Planning Inc
California
$4.87K +$4.87K +500 New
BIG
254
Brooklyn Investment Group
New York
$4.78K +$4.77K +490 +49,000%
SAM
255
Smartleaf Asset Management
Massachusetts
$4.45K +$4.45K +457 New
CSB
256
City State Bank
Iowa
$4.44K – – –
NWWA
257
New Wave Wealth Advisors
Arkansas
$3.89K +$3.89K +400 New
CAS
258
Coppell Advisory Solutions
Texas
$3.27K – – –
RTL
259
Red Tortoise LLC
Georgia
$2.53K +$2.53K +260 New
MPWT
260
MassMutual Private Wealth & Trust
Connecticut
$2.16K +$1.54K +158 +247%
Mitsubishi UFJ Asset Management
261
Mitsubishi UFJ Asset Management
Japan
$2.11K – – –
TFGT
262
TS Financial Group (TSFG)
Illinois
$2K – – –
HNB
263
Hilltop National Bank
Wyoming
$1.95K -$1.95K -200 -50%
HWA
264
HHM Wealth Advisors
Tennessee
$1.95K – – –
WBWA
265
William B. Walkup & Associates
South Carolina
$1.95K – – –
TC
266
Truvestments Capital
Florida
$1.95K – – –
LDB
267
Lee, Danner & Bass
Tennessee
$1.95K +$1.95K +200 New
CIAM
268
Caitong International Asset Management
Hong Kong
$1.42K +$1.42K +146 New
CPBTD
269
Central Pacific Bank - Trust Division
Hawaii
$1.34K – – –
CPG
270
Cornerstone Planning Group
New Jersey
$1.19K – – –
PS
271
Principal Securities
Iowa
$1.11K – – –
CA
272
CoreCap Advisors
Michigan
$1.05K +$1.05K +108 New
KWAG
273
Kiely Wealth Advisory Group
North Carolina
$1.01K – – –
CAL
274
Capital Advisors Ltd
Ohio
$1K -$1.02K -63 -50%
MFT
275
Moisand Fitzgerald Tamayo
Florida
$983 – – –
9 10
11
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