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Hawaiian Electric Industries

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

15,125% more call options, than puts

Call options by funds: $609K | Put options by funds: $4K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

50% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 24

9% more capital invested

Capital invested by funds: $2.38B → $2.6B (+$218M)

2% more funds holding

Funds holding: 316322 (+6)

1.19% more ownership

Funds ownership: 53.76%54.95% (+1.2%)

3% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 112

Holders
322
Holders Change
+6
Holders Change %
+1.9%
% of All Funds
6.99%
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
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
276
BerganKDV Wealth Management
Minnesota
$26K
BCA
277
Berman Capital Advisors
Georgia
$25K +$42 +1 +0.2%
TWA
278
TCI Wealth Advisors
Arizona
$24K -$17.8K -424 -43%
SIM
279
Sonora Investment Management
Arizona
$22K
CAC
280
Certified Advisory Corp
Florida
$21K +$42 +1 +0.2%
HPC
281
HM Payson & Co
Maine
$20K +$19.4K +464 New
MF
282
Manchester Financial
California
$20K +$19.5K +466 New
SPIA
283
Steward Partners Investment Advisory
New York
$18K +$18.2K +435 New
OIA
284
Optimum Investment Advisors
Illinois
$17K
BRC
285
Bell Rock Capital
Delaware
$15K
CCM
286
Cribstone Capital Management
Maine
$15K
ASN
287
Advisory Services Network
Georgia
$14K +$7.88K +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 +$5.74K +137 +101%
GTAM
292
Global Trust Asset Management
Florida
$11K
SBL
293
Sargent Bickham Lagudis
Colorado
$11K +$84 +2 +0.8%
IF
294
Ironwood Financial
Arizona
$10K -$42 -1 -0.4%
Simplex Trading
295
Simplex Trading
Illinois
$9K -$53.7K -1,282 -86%
HIM
296
Hillsdale Investment Management
Ontario, Canada
$9K
JPLA
297
Joseph P. Lucia & Associates
New York
$8K -$295K -7,032 -98%
Rockefeller Capital Management
298
Rockefeller Capital Management
New York
$8K -$19.5K -465 -71%
HI
299
Hudock Inc
Pennsylvania
$8K -$3.86K -92 -31%
VCM
300
Versant Capital Management
Arizona
$8K -$3.48K -83 -30%

HE Hedge Fund Activity: Q2 2019 in Review

322 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q2 2019, worth a combined $2.6B — up 9.1% from $2.38B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new HE positions and 24 closed out — a net gain of 12 holders — while 109 added to existing stakes and 112 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $13.1M. The largest seller was DePrince Race & Zollo Inc (DRZ), cutting an estimated $14.7M.

  • 322 institutional investors held Hawaiian Electric Industries (HE) as of Q2 2019, up from 316 in Q1 2019.
  • Funds reported $2.6B of Hawaiian Electric Industries stock for Q2 2019, up 9.1% quarter-over-quarter.
  • 36 funds opened new Hawaiian Electric Industries positions in Q2 2019 and 24 closed out, a net change of +12 holders.
  • The largest Hawaiian Electric Industries buyer in Q2 2019 was Acadian Asset Management, an estimated $13.1M added.
  • The largest Hawaiian Electric Industries seller in Q2 2019 was DePrince Race & Zollo Inc (DRZ), an estimated $14.7M sold.

Based on aggregated 13F filings for Q2 2019.