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Hawaiian Electric Industries

300 hedge funds and large institutions have $2.38B invested in Hawaiian Electric Industries in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 98 increasing their positions, 97 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more call options, than puts

Call options by funds: $863K | Put options by funds: $577K

24% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 21

1% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 97

1% more funds holding

Funds holding: 298300 (+2)

0.01% less ownership

Funds ownership: 53.18%53.17% (-0.01%)

3% less capital invested

Capital invested by funds: $2.45B → $2.38B (-$71.2M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
300
Holders Change
+2
Holders Change %
+0.67%
% of All Funds
5.25%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
26
Increased
98
Reduced
97
Closed
21
Calls
$863K
Puts
$577K
Net Calls
+$286K
Net Calls Change
-$658K
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
276
Bogart Wealth LLC
Virginia
$8K
EARNEST Partners
277
EARNEST Partners
Georgia
$8K
SWM
278
Spire Wealth Management
Virginia
$8K
SPIA
279
Steward Partners Investment Advisory
New York
$8K
BCA
280
Berman Capital Advisors
Georgia
$8K +$2.23K +52 +35%
GAM
281
Gemmer Asset Management
California
$7K
FCMT
282
Founders Capital Management (Texas)
Texas
$6K
IA
283
IFP Advisors
Florida
$6K +$215 +5 +4%
PFBT
284
Parkside Financial Bank & Trust
Missouri
$5K
VCM
285
Versant Capital Management
Arizona
$5K +$1.89K +44 +64%
NSIM
286
North Star Investment Management
Illinois
$4K
GI
287
Gradient Investments
Minnesota
$4K +$3.05K +71 +215%
WT
288
Washington Trust
Rhode Island
$3K +$2.88K +67 New
LC
289
Lindbrook Capital
California
$2K
QCG
290
Quadrant Capital Group
Ohio
$2K
DA
291
Denali Advisors
California
$2K +$2.15K +50 New
BIA
292
Bell Investment Advisors
California
$2K +$2.58K +60 New
Nisa Investment Advisors
293
Nisa Investment Advisors
Missouri
$1.16K +$8.58K +200 +0.7%
TWA
294
TCI Wealth Advisors
Arizona
$1K
FWM
295
Focused Wealth Management
New York
$1K +$858 +20 New
CFA
296
Carroll Financial Associates
North Carolina
$1K +$2.06K +48 New
TPCW
297
TD Private Client Wealth
New York
$408
WIM
298
Westside Investment Management
California
$62
ICP
299
Inclusive Capital Partners
California
-$21.8M -516,668 Closed
RRAM
300
River Road Asset Management
Kentucky
-$6.46M -152,750 Closed

HE Hedge Fund Activity: Q3 2021 in Review

300 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q3 2021, worth a combined $2.38B — down 2.9% from $2.45B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new HE positions and 21 closed out — a net gain of 5 holders — while 98 added to existing stakes and 97 trimmed.

The largest buyer was Nordea Investment Management, adding an estimated $43.1M. The largest seller was Inclusive Capital Partners, exiting entirely with an estimated $21.8M sold.

  • 300 institutional investors held Hawaiian Electric Industries (HE) as of Q3 2021, up from 298 in Q2 2021.
  • Funds reported $2.38B of Hawaiian Electric Industries stock for Q3 2021, down 2.9% quarter-over-quarter.
  • 26 funds opened new Hawaiian Electric Industries positions in Q3 2021 and 21 closed out, a net change of +5 holders.
  • The largest Hawaiian Electric Industries buyer in Q3 2021 was Nordea Investment Management, an estimated $43.1M added.
  • The largest Hawaiian Electric Industries seller in Q3 2021 was Inclusive Capital Partners, an estimated $21.8M sold.

Based on aggregated 13F filings for Q3 2021.