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Hawaiian Electric Industries

320 hedge funds and large institutions have $1.99B invested in Hawaiian Electric Industries in 2020 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 89 increasing their positions, 117 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 36

31% more call options, than puts

Call options by funds: $254K | Put options by funds: $194K

10% more capital invested

Capital invested by funds: $1.81B → $1.99B (+$173M)

3% more funds holding

Funds holding: 312320 (+8)

1.59% more ownership

Funds ownership: 50.03%51.62% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

24% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 117

Holders
320
Holders Change
+8
Holders Change %
+2.56%
% of All Funds
5.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
48
Increased
89
Reduced
117
Closed
36
Calls
$254K
Puts
$194K
Net Calls
+$60K
Net Calls Change
-$33K
Name Holding Trade Value Shares
Change
Change in
Stake
CFB
276
Cullen/Frost Bankers
Texas
$9K
Fifth Third Bancorp
277
Fifth Third Bancorp
Ohio
$9K
VCG
278
Vantage Consulting Group
Virginia
$9K +$9.16K +259 New
BAM
279
Bellevue Asset Management
Washington
$7K
BWL
280
Bogart Wealth LLC
Virginia
$7K
EARNEST Partners
281
EARNEST Partners
Georgia
$7K
SPIA
282
Steward Partners Investment Advisory
New York
$7K
JPLA
283
Joseph P. Lucia & Associates
New York
$7K +$6.65K +188 New
LWCFA
284
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7K +$7.07K +200 New
AIG
285
American International Group
New York
$6.97K -$110K -3,113 -2%
GAM
286
Gemmer Asset Management
California
$6K
Northwestern Mutual Wealth Management
287
Northwestern Mutual Wealth Management
Wisconsin
$5K
OSAM
288
O'Shaughnessy Asset Management
Connecticut
$5K
BCA
289
Berman Capital Advisors
Georgia
$5K +$1.1K +31 +26%
FTDI
290
First Trust Direct Indexing
Massachusetts
$5K +$4.6K +130 New
FPS
291
Fieldpoint Private Securities
Connecticut
$5K +$4.95K +140 New
PWPS
292
Pinnacle Wealth Planning Services
Ohio
$5K +$5.27K +149 New
FCMT
293
Founders Capital Management (Texas)
Texas
$5K +$5.31K +150 New
HNB
294
Huntington National Bank
Ohio
$5K +$5.45K +154 New
IA
295
IFP Advisors
Florida
$4K -$2.44K -69 -36%
EFSCE
296
Enterprise Financial Services Corp (EFSC)
Missouri
$4K
NSIM
297
North Star Investment Management
Illinois
$4K
SFP
298
Sterling Financial Planning
New Jersey
$4K +$3.54K +100 New
APA
299
American Portfolios Advisors
New York
$3.29K +$460 +13 +16%
HI
300
Hudock Inc
Pennsylvania
$3K

HE Hedge Fund Activity: Q4 2020 in Review

320 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q4 2020, worth a combined $1.99B — up 9.5% from $1.81B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new HE positions and 36 closed out — a net gain of 12 holders — while 89 added to existing stakes and 117 trimmed.

The largest buyer was Geode Capital Management, adding an estimated $9.2M. The largest seller was Norges Bank, cutting an estimated $11.1M.

  • 320 institutional investors held Hawaiian Electric Industries (HE) as of Q4 2020, up from 312 in Q3 2020.
  • Funds reported $1.99B of Hawaiian Electric Industries stock for Q4 2020, up 9.5% quarter-over-quarter.
  • 48 funds opened new Hawaiian Electric Industries positions in Q4 2020 and 36 closed out, a net change of +12 holders.
  • The largest Hawaiian Electric Industries buyer in Q4 2020 was Geode Capital Management, an estimated $9.2M added.
  • The largest Hawaiian Electric Industries seller in Q4 2020 was Norges Bank, an estimated $11.1M sold.

Based on aggregated 13F filings for Q4 2020.