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Hawaiian Electric Industries
HE

298 hedge funds and large institutions have $2.45B invested in Hawaiian Electric Industries in 2021 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 93 increasing their positions, 104 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more call options, than puts

Call options by funds: $1.67M | Put options by funds: $724K

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.82% less ownership

Funds ownership: 54% → 53.18% (-0.82%)

4% less funds holding

Funds holding: 312 → 298 (-14)

6% less capital invested

Capital invested by funds: $2.61B → $2.45B (-$161M)

11% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 104

32% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 41

Holders
298
Holders Change
-14
Holders Change %
-4.49%
% of All Funds
5.19%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
28
Increased
93
Reduced
104
Closed
41
Calls
$1.67M
Puts
$724K
Net Calls
+$944K
Net Calls Change
-$4.47M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$64M
2
Nordea Investment Management
Nordea Investment Management
Sweden
+$19.4M
3
Millennium Management
Millennium Management
New York
+$12.4M
4
State Street
State Street
Massachusetts
+$9.55M
5
DZ Bank
DZ Bank
Germany
+$7.59M

Top Sellers

Rank Fund Capital Flow
1
ICP
Inclusive Capital Partners
California
-$118M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$19.8M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$14.9M
4
AQR Capital Management
AQR Capital Management
Connecticut
-$13.5M
5
BBL
Beck Bode LLC
Massachusetts
-$10.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
EARNEST Partners
276
EARNEST Partners
Georgia
$8K – – –
GAM
277
Gemmer Asset Management
California
$8K – – –
SWM
278
Spire Wealth Management
Virginia
$8K – – –
BCA
279
Berman Capital Advisors
Georgia
$6K – – –
FCMT
280
Founders Capital Management (Texas)
Texas
$6K – – –
EFSCE
281
Enterprise Financial Services Corp (EFSC)
Missouri
$6K +$1.43K +33 +27%
IA
282
IFP Advisors
Florida
$5K – – –
PFBT
283
Parkside Financial Bank & Trust
Missouri
$5K – – –
NSIM
284
North Star Investment Management
Illinois
$4K – – –
VCM
285
Versant Capital Management
Arizona
$3K -$433 -10 -13%
CT
286
Caldwell Trust
Florida
$2.11K – – –
Walleye Capital
287
Walleye Capital
New York
$2.09K +$2.14M +49,451 New
QCG
288
Quadrant Capital Group
Ohio
$2K -$1.69K -39 -46%
LC
289
Lindbrook Capital
California
$2K -$476 -11 -16%
SL
290
Savior LLC
Massachusetts
$2K – – –
Nisa Investment Advisors
291
Nisa Investment Advisors
Missouri
$1.19K -$2.24M -51,700 -65%
CFG
292
CKW Financial Group
Hawaii
$1K – – –
GI
293
Gradient Investments
Minnesota
$1K – – –
TWA
294
TCI Wealth Advisors
Arizona
$1K – – –
FMP
295
Financial Management Professionals
Texas
$1K +$606 +14 New
TPCW
296
TD Private Client Wealth
New York
$423 – – –
WIM
297
Westside Investment Management
California
$65 – – –
Los Angeles Capital Management
298
Los Angeles Capital Management
California
– -$8.09M -182,017 Closed
Optiver Holding
299
Optiver Holding
Netherlands
– -$3.01M -67,766 Closed
MSL
300
Mackay Shields LLC
New York
– -$2.18M -49,153 Closed
10 11
12
13 14

HE Hedge Fund Activity: Q2 2021 in Review

298 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q2 2021, worth a combined $2.45B — down 6.2% from $2.61B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of HE and 28 opened new positions — a net loss of 13 holders — while 104 trimmed existing stakes and 93 added.

The largest buyer was BlackRock, adding an estimated $64M. The largest seller was Inclusive Capital Partners, cutting an estimated $118M.

  • 298 institutional investors held Hawaiian Electric Industries (HE) as of Q2 2021, down from 312 in Q1 2021.
  • Funds reported $2.45B of Hawaiian Electric Industries stock for Q2 2021, down 6.2% quarter-over-quarter.
  • 28 funds opened new Hawaiian Electric Industries positions in Q2 2021 and 41 closed out, a net change of -13 holders.
  • The largest Hawaiian Electric Industries buyer in Q2 2021 was BlackRock, an estimated $64M added.
  • The largest Hawaiian Electric Industries seller in Q2 2021 was Inclusive Capital Partners, an estimated $118M sold.

Based on aggregated 13F filings for Q2 2021.