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Hawaiian Electric Industries

339 hedge funds and large institutions have $2.45B invested in Hawaiian Electric Industries in 2022 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 117 increasing their positions, 98 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

311% more call options, than puts

Call options by funds: $850K | Put options by funds: $207K

34% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 35

19% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 98

2% more funds holding

Funds holding: 332339 (+7)

1.16% more ownership

Funds ownership: 51.75%52.91% (+1.2%)

5% more capital invested

Capital invested by funds: $2.34B → $2.45B (+$107M)

Holders
339
Holders Change
+7
Holders Change %
+2.11%
% of All Funds
5.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
47
Increased
117
Reduced
98
Closed
35
Calls
$850K
Puts
$207K
Net Calls
+$643K
Net Calls Change
+$465K
Name Holding Trade Value Shares
Change
Change in
Stake
BONH
276
Bank of New Hampshire
New Hampshire
$36K +$35K +840 New
SOW
277
State of Wyoming
Wyoming
$33K +$32.2K +772 New
Rockefeller Capital Management
278
Rockefeller Capital Management
New York
$30K +$125 +3 +0.4%
MAM
279
Meeder Asset Management
Ohio
$29K +$28.3K +680 New
BWM
280
BerganKDV Wealth Management
Minnesota
$27K
AssetMark Inc
281
AssetMark Inc
California
$26K
BFG
282
Baron Financial Group
New Jersey
$25.4K
BWA
283
BDO Wealth Advisors
Florida
$25K -$9.91K -238 -28%
HCP
284
Hexagon Capital Partners
Arkansas
$22K
CAL
285
Capital Analysts LLC
Pennsylvania
$22K +$167 +4 +0.8%
BLC
286
Brown, Lisle/Cummings
Rhode Island
$21.3K
SWM
287
Selective Wealth Management
Virginia
$21K
SC
288
SouthState Corp
Florida
$21K
HPC
289
HM Payson & Co
Maine
$20K
IA
290
IFP Advisors
Florida
$20K +$15.7K +378 +320%
CSB
291
City State Bank
Iowa
$19K
OIA
292
Optimum Investment Advisors
Illinois
$17K
ST
293
Smithfield Trust
Pennsylvania
$17K
SBL
294
Sargent Bickham Lagudis
Colorado
$15K +$42 +1 +0.3%
COCM
295
Charter Oak Capital Management
New Hampshire
$14K
AWM
296
Accel Wealth Management
Iowa
$14K +$125 +3 +0.9%
BWL
297
Bogart Wealth LLC
Virginia
$13K
GRP
298
Global Retirement Partners
California
$13K +$12.7K +305 New
DFCM
299
Dark Forest Capital Management
Puerto Rico
$12K +$12.1K +290 New
CFB
300
Cullen/Frost Bankers
Texas
$11K

HE Hedge Fund Activity: Q1 2022 in Review

339 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q1 2022, worth a combined $2.45B — up 4.6% from $2.34B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new HE positions and 35 closed out — a net gain of 12 holders — while 117 added to existing stakes and 98 trimmed.

The largest buyer was State Street, adding an estimated $23.2M. The largest seller was Geode Capital Management, cutting an estimated $15.2M.

  • 339 institutional investors held Hawaiian Electric Industries (HE) as of Q1 2022, up from 332 in Q4 2021.
  • Funds reported $2.45B of Hawaiian Electric Industries stock for Q1 2022, up 4.6% quarter-over-quarter.
  • 47 funds opened new Hawaiian Electric Industries positions in Q1 2022 and 35 closed out, a net change of +12 holders.
  • The largest Hawaiian Electric Industries buyer in Q1 2022 was State Street, an estimated $23.2M added.
  • The largest Hawaiian Electric Industries seller in Q1 2022 was Geode Capital Management, an estimated $15.2M sold.

Based on aggregated 13F filings for Q1 2022.