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Hawaiian Electric Industries

332 hedge funds and large institutions have $2.34B invested in Hawaiian Electric Industries in 2021 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 103 increasing their positions, 97 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 22

148% more call options, than puts

Call options by funds: $298K | Put options by funds: $120K

11% more funds holding

Funds holding: 300332 (+32)

6% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 97

1% less capital invested

Capital invested by funds: $2.38B → $2.34B (-$32.4M)

1.43% less ownership

Funds ownership: 53.17%51.75% (-1.4%)

Holders
332
Holders Change
+32
Holders Change %
+10.67%
% of All Funds
5.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
58
Increased
103
Reduced
97
Closed
22
Calls
$298K
Puts
$120K
Net Calls
+$178K
Net Calls Change
-$108K
Name Holding Trade Value Shares
Change
Change in
Stake
C
276
Covestor
United Kingdom
$29K +$28.3K +697 New
CCM
277
Covington Capital Management
California
$28K -$17.4K -430 -39%
SFM
278
Signet Financial Management
New Jersey
$27K +$26K +640 New
AssetMark Inc
279
AssetMark Inc
California
$26K -$3.5M -86,240 -99%
BWM
280
BerganKDV Wealth Management
Minnesota
$26K
BFG
281
Baron Financial Group
New Jersey
$24.9K
HCP
282
Hexagon Capital Partners
Arkansas
$22K
SWM
283
Selective Wealth Management
Virginia
$21K
CAL
284
Capital Analysts LLC
Pennsylvania
$21K +$41 +1 +0.2%
CSWM
285
Cassady Schiller Wealth Management
Ohio
$21K +$20.3K +500 New
SC
286
SouthState Corp
Florida
$21K +$20.3K +500 New
MFT
287
Moisand Fitzgerald Tamayo
Florida
$21K +$20.3K +501 New
BLC
288
Brown, Lisle/Cummings
Rhode Island
$20.9K +$20.5K +504 New
HPC
289
HM Payson & Co
Maine
$19K
CSB
290
City State Bank
Iowa
$19K +$18.5K +456 New
OIA
291
Optimum Investment Advisors
Illinois
$17K
ST
292
Smithfield Trust
Pennsylvania
$16K
SBL
293
Sargent Bickham Lagudis
Colorado
$15K -$4.95K -122 -26%
COCM
294
Charter Oak Capital Management
New Hampshire
$14K
AWM
295
Accel Wealth Management
Iowa
$13K +$122 +3 +0.9%
TWC
296
TD Waterhouse Canada
Ontario, Canada
$12.6K +$12.2K +300 New
BWL
297
Bogart Wealth LLC
Virginia
$12K +$4.06K +100 +50%
STCOSD
298
Sageworth Trust Company of South Dakota
South Dakota
$12K +$11.5K +283 New
CA
299
Cornerstone Advisory
Maryland
$12K +$12.2K +300 New
CFB
300
Cullen/Frost Bankers
Texas
$11K

HE Hedge Fund Activity: Q4 2021 in Review

332 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q4 2021, worth a combined $2.34B — down 1.4% from $2.38B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new HE positions and 22 closed out — a net gain of 36 holders — while 103 added to existing stakes and 97 trimmed.

The largest buyer was Millennium Management, adding an estimated $7.65M. The largest seller was Wells Fargo, cutting an estimated $109M.

  • 332 institutional investors held Hawaiian Electric Industries (HE) as of Q4 2021, up from 300 in Q3 2021.
  • Funds reported $2.34B of Hawaiian Electric Industries stock for Q4 2021, down 1.4% quarter-over-quarter.
  • 58 funds opened new Hawaiian Electric Industries positions in Q4 2021 and 22 closed out, a net change of +36 holders.
  • The largest Hawaiian Electric Industries buyer in Q4 2021 was Millennium Management, an estimated $7.65M added.
  • The largest Hawaiian Electric Industries seller in Q4 2021 was Wells Fargo, an estimated $109M sold.

Based on aggregated 13F filings for Q4 2021.