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Hawaiian Electric Industries

321 hedge funds and large institutions have $2.77B invested in Hawaiian Electric Industries in 2019 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 95 increasing their positions, 115 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

8,567% more call options, than puts

Call options by funds: $780K | Put options by funds: $9K

7% more capital invested

Capital invested by funds: $2.6B → $2.77B (+$171M)

0.92% more ownership

Funds ownership: 54.95%55.88% (+0.92%)

0% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 23

0% less funds holding

Funds holding: 322321 (-1)

17% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 115

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
321
Holders Change
-1
Holders Change %
-0.31%
% of All Funds
7.04%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
23
Increased
95
Reduced
115
Closed
23
Calls
$780K
Puts
$9K
Net Calls
+$771K
Net Calls Change
+$166K
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
276
Berman Capital Advisors
Georgia
$26K +$44 +1 +0.2%
TWA
277
TCI Wealth Advisors
Arizona
$25K
GI
278
Gradient Investments
Minnesota
$24K +$21.6K +485 +1,470%
SIM
279
Sonora Investment Management
Arizona
$23K
CAC
280
Certified Advisory Corp
Florida
$22K +$44 +1 +0.2%
HPC
281
HM Payson & Co
Maine
$21K
SBL
282
Sargent Bickham Lagudis
Colorado
$21K +$8.98K +202 +79%
SPIA
283
Steward Partners Investment Advisory
New York
$18K -$1.11K -25 -6%
OIA
284
Optimum Investment Advisors
Illinois
$18K
GRP
285
Global Retirement Partners
California
$18K +$6.05K +136 +51%
CCM
286
Cribstone Capital Management
Maine
$16K
BRC
287
Bell Rock Capital
Delaware
$15K
ASN
288
Advisory Services Network
Georgia
$14K
LFG
289
LifePlan Financial Group
Ohio
$14K
ADL
290
Asset Dedication LLC
California
$13K
GTAM
291
Global Trust Asset Management
Florida
$12K
IF
292
Ironwood Financial
Arizona
$10K
CIA
293
CSat Investment Advisory
Michigan
$10K +$1.42K +32 +16%
MAM
294
Meeder Asset Management
Ohio
$10K +$5.42K +122 +127%
EARNEST Partners
295
EARNEST Partners
Georgia
$9K
Rockefeller Capital Management
296
Rockefeller Capital Management
New York
$9K
LC
297
Lindbrook Capital
California
$9K +$3.38K +76 +68%
HIM
298
Hillsdale Investment Management
Ontario, Canada
$8K -$889 -20 -10%
GAM
299
Gemmer Asset Management
California
$8K
JPLA
300
Joseph P. Lucia & Associates
New York
$8K +$44 +1 +0.6%

HE Hedge Fund Activity: Q3 2019 in Review

321 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q3 2019, worth a combined $2.77B — up 6.6% from $2.6B a quarter earlier.

Fund positioning in HE was balanced in Q3 2019: 23 funds opened new positions, 23 closed out, 95 added to existing stakes and 115 trimmed.

The largest buyer was ValueAct Holdings, adding an estimated $19.8M. The largest seller was Nordea Investment Management, cutting an estimated $10.9M.

  • 321 institutional investors held Hawaiian Electric Industries (HE) as of Q3 2019, down from 322 in Q2 2019.
  • Funds reported $2.77B of Hawaiian Electric Industries stock for Q3 2019, up 6.6% quarter-over-quarter.
  • 23 funds opened new Hawaiian Electric Industries positions in Q3 2019 and 23 closed out, a net change of 0 holders.
  • The largest Hawaiian Electric Industries buyer in Q3 2019 was ValueAct Holdings, an estimated $19.8M added.
  • The largest Hawaiian Electric Industries seller in Q3 2019 was Nordea Investment Management, an estimated $10.9M sold.

Based on aggregated 13F filings for Q3 2019.