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Hawaiian Electric Industries

316 hedge funds and large institutions have $2.38B invested in Hawaiian Electric Industries in 2019 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 120 increasing their positions, 74 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 22

62% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 74

14% more capital invested

Capital invested by funds: $2.1B → $2.38B (+$289M)

5% more funds holding

Funds holding: 300316 (+16)

1.06% more ownership

Funds ownership: 52.7%53.76% (+1.1%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
316
Holders Change
+16
Holders Change %
+5.33%
% of All Funds
6.84%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
42
Increased
120
Reduced
74
Closed
22
Calls
$693K
Puts
Net Calls
+$693K
Net Calls Change
+$481K
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
276
Optimum Investment Advisors
Illinois
$16K
CFGS
277
Concourse Financial Group Securities
Alabama
$15K
BRC
278
Bell Rock Capital
Delaware
$14K
CCM
279
Cribstone Capital Management
Maine
$14K
WAM
280
Wealthspire Advisors (Maryland)
Maryland
$12K -$1.06K -28 -9%
ADL
281
Asset Dedication LLC
California
$12K
HI
282
Hudock Inc
Pennsylvania
$12K
LFG
283
LifePlan Financial Group
Ohio
$12K
BBNA
284
Bremer Bank National Association
Minnesota
$12K +$11.4K +300 New
VCM
285
Versant Capital Management
Arizona
$11K -$5.28K -139 -33%
GRP
286
Global Retirement Partners
California
$11K
GTAM
287
Global Trust Asset Management
Florida
$11K
SBL
288
Sargent Bickham Lagudis
Colorado
$10K -$7.52K -198 -44%
IF
289
Ironwood Financial
Arizona
$9K
SCM
290
Shelton Capital Management
Colorado
$8.13K -$296K -7,797 -96%
BFEC
291
Benjamin F. Edwards & Company
Missouri
$8K
EARNEST Partners
292
EARNEST Partners
Georgia
$8K
HIM
293
Hillsdale Investment Management
Ontario, Canada
$8K +$760 +20 +11%
FGAM
294
Financial Gravity Asset Management
Texas
$8K +$7.9K +208 New
GAM
295
Gemmer Asset Management
California
$7K
IA
296
IFP Advisors
Florida
$6K -$219K -5,773 -98%
FCMT
297
Founders Capital Management (Texas)
Texas
$6K
PCP
298
Proficio Capital Partners
Massachusetts
$6K +$2.66K +70 +106%
GI
299
Gradient Investments
Minnesota
$6K +$3.88K +102 +309%
TA
300
TCG Advisors
Texas
$6K +$5.97K +157 New

HE Hedge Fund Activity: Q1 2019 in Review

316 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q1 2019, worth a combined $2.38B — up 14% from $2.1B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new HE positions and 22 closed out — a net gain of 20 holders — while 120 added to existing stakes and 74 trimmed.

The largest buyer was Vanguard Group, adding an estimated $13.3M. The largest seller was Blackstart Capital, exiting entirely with an estimated $19.2M sold.

  • 316 institutional investors held Hawaiian Electric Industries (HE) as of Q1 2019, up from 300 in Q4 2018.
  • Funds reported $2.38B of Hawaiian Electric Industries stock for Q1 2019, up 14% quarter-over-quarter.
  • 42 funds opened new Hawaiian Electric Industries positions in Q1 2019 and 22 closed out, a net change of +20 holders.
  • The largest Hawaiian Electric Industries buyer in Q1 2019 was Vanguard Group, an estimated $13.3M added.
  • The largest Hawaiian Electric Industries seller in Q1 2019 was Blackstart Capital, an estimated $19.2M sold.

Based on aggregated 13F filings for Q1 2019.