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Hawaiian Electric Industries
HE

Overview Fund Activity

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
Holders
321
Holders Change
-1
Holders Change %
-0.31%
% of All Funds
7.05%
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

Top Buyers

1
VH
ValueAct Holdings
California
$73.9M
2
Invesco
Invesco
Georgia
$84.8M
3
Man Group
Man Group
United Kingdom
$27.5M
4
Charles Schwab
Charles Schwab
California
$45.5M
5
AQR Capital Management
AQR Capital Management
Connecticut
$29.2M

Top Sellers

1
Nordea Investment Management
Nordea Investment Management
Sweden
$24.3M
2
Renaissance Technologies
Renaissance Technologies
New York
$13.7M
3
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$7.05M
4
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
$0
5
UBS AM
UBS AM
Illinois
$10M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCA
276
Berman Capital Advisors
Georgia
$26K +$45 +1 +0.2%
TWA
277
TCI Wealth Advisors
Arizona
$25K – – –
GI
278
Gradient Investments
Minnesota
$24K +$22.5K +485 +1,470%
SIM
279
Sonora Investment Management
Arizona
$23K – – –
CAC
280
Certified Advisory Corp
Florida
$22K +$46 +1 +0.2%
HPC
281
HM Payson & Co
Maine
$21K – – –
SBL
282
Sargent Bickham Lagudis
Colorado
$21K +$9.28K +202 +79%
SPIA
283
Steward Partners Investment Advisory
New York
$18K -$1.1K -25 -6%
OIA
284
Optimum Investment Advisors
Illinois
$18K – – –
GRP
285
Global Retirement Partners
California
$18K +$6.06K +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 +$1.41K +32 +16%
MAM
294
Meeder Asset Management
Ohio
$10K +$5.6K +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 +$3.64K +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%
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