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Hawaiian Electric Industries
HE

Overview Fund Activity

322 hedge funds and large institutions have $2.6B invested in Hawaiian Electric Industries in 2019 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 109 increasing their positions, 112 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
+6
Holders Change %
+1.9%
% of All Funds
7%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
36
Increased
109
Reduced
112
Closed
24
Calls
$609K
Puts
$4K
Net Calls
+$605K
Net Calls Change
-$88K

Top Buyers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
$76.1M
2
Invesco
Invesco
Georgia
$65.6M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$10.8M
4
First Trust Advisors
First Trust Advisors
Illinois
$49.5M
5
MAM
Martingale Asset Management
Massachusetts
$14.5M

Top Sellers

1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
$6.35M
2
Russell Investments Group
Russell Investments Group
United Kingdom
$12.4M
3
VH
ValueAct Holdings
California
$51.2M
4
Renaissance Technologies
Renaissance Technologies
New York
$22.7M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$17.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
276
BerganKDV Wealth Management
Minnesota
$26K – – –
BCA
277
Berman Capital Advisors
Georgia
$25K +$43 +1 +0.2%
TWA
278
TCI Wealth Advisors
Arizona
$24K -$18.2K -424 -43%
SIM
279
Sonora Investment Management
Arizona
$22K – – –
CAC
280
Certified Advisory Corp
Florida
$21K +$44 +1 +0.2%
HPC
281
HM Payson & Co
Maine
$20K +$20K +464 New
MF
282
Manchester Financial
California
$20K +$20K +466 New
SPIA
283
Steward Partners Investment Advisory
New York
$18K +$18K +435 New
OIA
284
Optimum Investment Advisors
Illinois
$17K – – –
CCM
285
Cribstone Capital Management
Maine
$15K – – –
BRC
286
Bell Rock Capital
Delaware
$15K – – –
ASN
287
Advisory Services Network
Georgia
$14K +$8.23K +188 +142%
ADL
288
Asset Dedication LLC
California
$13K – – –
LFG
289
LifePlan Financial Group
Ohio
$13K – – –
GRP
290
Global Retirement Partners
California
$12K – – –
PCP
291
Proficio Capital Partners
Massachusetts
$12K +$6.02K +137 +101%
GTAM
292
Global Trust Asset Management
Florida
$11K – – –
SBL
293
Sargent Bickham Lagudis
Colorado
$11K +$86 +2 +0.8%
IF
294
Ironwood Financial
Arizona
$10K -$44 -1 -0.4%
Simplex Trading
295
Simplex Trading
Illinois
$9K -$54.7K -1,282 -86%
HIM
296
Hillsdale Investment Management
Ontario, Canada
$9K – – –
JPLA
297
Joseph P. Lucia & Associates
New York
$8K -$314K -7,032 -98%
Rockefeller Capital Management
298
Rockefeller Capital Management
New York
$8K -$19.3K -465 -71%
HI
299
Hudock Inc
Pennsylvania
$8K -$3.57K -92 -31%
VCM
300
Versant Capital Management
Arizona
$8K -$3.42K -83 -30%
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