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Hawaiian Electric Industries

298 hedge funds and large institutions have $2.12B invested in Hawaiian Electric Industries in 2020 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 81 increasing their positions, 110 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more call options, than puts

Call options by funds: $32K | Put options by funds: $8K

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.61% less ownership

Funds ownership: 55.4%53.79% (-1.6%)

4% less funds holding

Funds holding: 311298 (-13)

18% less capital invested

Capital invested by funds: $2.59B → $2.12B (-$472M)

22% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 46

26% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 110

Holders
298
Holders Change
-13
Holders Change %
-4.18%
% of All Funds
6.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
36
Increased
81
Reduced
110
Closed
46
Calls
$32K
Puts
$8K
Net Calls
+$24K
Net Calls Change
-$753K
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
276
Gemmer Asset Management
California
$6K
CFGS
277
Concourse Financial Group Securities
Alabama
$5K
OSAM
278
O'Shaughnessy Asset Management
Connecticut
$5K +$5.77K +149 New
VCM
279
Versant Capital Management
Arizona
$4K -$3.88K -100 -42%
EFSCE
280
Enterprise Financial Services Corp (EFSC)
Missouri
$4K
NSIM
281
North Star Investment Management
Illinois
$4K
EW
282
Evoke Wealth
California
$4K +$4.57K +118 New
TPCW
283
TD Private Client Wealth
New York
$3.32K -$4.69K -121 -57%
HI
284
Hudock Inc
Pennsylvania
$3K
GWS
285
Glassman Wealth Services
Virginia
$3K +$3.1K +80 +533%
LC
286
Lindbrook Capital
California
$2K -$4.5K -116 -69%
HIM
287
Hillsdale Investment Management
Ontario, Canada
$2K
SL
288
Savior LLC
Massachusetts
$2K
TFO
289
Tarbox Family Office
California
$2K
CT
290
Caldwell Trust
Florida
$1.8K
GI
291
Gradient Investments
Minnesota
$1K
HGWM
292
Harvest Group Wealth Management
Massachusetts
$1K
IWP
293
IAG Wealth Partners
Wisconsin
$1K
WIM
294
Westside Investment Management
California
$70 +$9.69K +250 +15%
GLA
295
Great Lakes Advisors
Illinois
-$3.37M -78,202 Closed
RBA
296
Richard Bernstein Advisors
New York
-$2.96M -68,722 Closed
TCM
297
Twin Capital Management
Pennsylvania
-$2.35M -54,705 Closed
State of Tennessee, Department of Treasury
298
State of Tennessee, Department of Treasury
Tennessee
-$1.28M -29,655 Closed
DZ Bank
299
DZ Bank
Germany
-$1.02M -23,673 Closed
Balyasny Asset Management
300
Balyasny Asset Management
Illinois
-$1.01M -23,573 Closed

HE Hedge Fund Activity: Q2 2020 in Review

298 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q2 2020, worth a combined $2.12B — down 18% from $2.59B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of HE and 36 opened new positions — a net loss of 10 holders — while 110 trimmed existing stakes and 81 added.

The largest buyer was Norges Bank, adding an estimated $15.5M. The largest seller was Robeco Institutional Asset Management, cutting an estimated $22.3M.

  • 298 institutional investors held Hawaiian Electric Industries (HE) as of Q2 2020, down from 311 in Q1 2020.
  • Funds reported $2.12B of Hawaiian Electric Industries stock for Q2 2020, down 18% quarter-over-quarter.
  • 36 funds opened new Hawaiian Electric Industries positions in Q2 2020 and 46 closed out, a net change of -10 holders.
  • The largest Hawaiian Electric Industries buyer in Q2 2020 was Norges Bank, an estimated $15.5M added.
  • The largest Hawaiian Electric Industries seller in Q2 2020 was Robeco Institutional Asset Management, an estimated $22.3M sold.

Based on aggregated 13F filings for Q2 2020.