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Hawaiian Electric Industries
HE

336 hedge funds and large institutions have $2.38B invested in Hawaiian Electric Industries in 2022 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 130 increasing their positions, 85 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

237% more call options, than puts

Call options by funds: $977K | Put options by funds: $290K

53% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 85

16% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 31

0.37% more ownership

Funds ownership: 52.91% → 53.27% (+0.37%)

1% less funds holding

Funds holding: 339 → 336 (-3)

3% less capital invested

Capital invested by funds: $2.45B → $2.38B (-$65.7M)

Holders
336
Holders Change
-3
Holders Change %
-0.88%
% of All Funds
5.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
36
Increased
130
Reduced
85
Closed
31
Calls
$977K
Puts
$290K
Net Calls
+$687K
Net Calls Change
+$44K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$22.9M
2
BlackRock
BlackRock
New York
+$16.8M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$10.3M
4
Renaissance Technologies
Renaissance Technologies
New York
+$8.22M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$7.33M

Top Sellers

1
Allspring Global Investments
Allspring Global Investments
North Carolina
-$23M
2
Prudential Financial
Prudential Financial
New Jersey
-$13M
3
BBL
Beck Bode LLC
Massachusetts
-$11.2M
4
DZ Bank
DZ Bank
Germany
-$6.04M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$5.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
AW
276
ACG Wealth
Georgia
$33K +$33.6K +800 New
Lazard Asset Management
277
Lazard Asset Management
New York
$32K +$31.5K +749 +1,469%
TCOV
278
Trust Company of Vermont
Vermont
$30K +$30.8K +733 New
AssetMark Inc
279
AssetMark Inc
California
$26K – – –
BWM
280
BerganKDV Wealth Management
Minnesota
$26K – – –
BWA
281
BDO Wealth Advisors
Florida
$25K – – –
QCG
282
Quadrant Capital Group
Ohio
$25K +$21.1K +501 +414%
BFG
283
Baron Financial Group
New Jersey
$24.5K – – –
HCP
284
Hexagon Capital Partners
Arkansas
$22K +$841 +20 +4%
CAL
285
Capital Analysts LLC
Pennsylvania
$21K +$210 +5 +1%
MFT
286
Moisand Fitzgerald Tamayo
Florida
$21K +$21.4K +509 New
BLC
287
Brown, Lisle/Cummings
Rhode Island
$20.6K – – –
TF
288
Tompkins Financial
New York
$20K -$37.9K -900 -64%
IA
289
IFP Advisors
Florida
$20K – – –
SWM
290
Selective Wealth Management
Virginia
$20K – – –
SC
291
SouthState Corp
Florida
$20K – – –
CSB
292
City State Bank
Iowa
$19K – – –
HPC
293
HM Payson & Co
Maine
$19K – – –
OIA
294
Optimum Investment Advisors
Illinois
$16K – – –
ST
295
Smithfield Trust
Pennsylvania
$16K – – –
COCM
296
Charter Oak Capital Management
New Hampshire
$14K – – –
AWM
297
Accel Wealth Management
Iowa
$13K +$84 +2 +0.6%
BWL
298
Bogart Wealth LLC
Virginia
$12K – – –
GRP
299
Global Retirement Partners
California
$11K -$1.26K -30 -10%
CFG
300
CKW Financial Group
Hawaii
$10K – – –
10 11
12
13 14

HE Hedge Fund Activity: Q2 2022 in Review

336 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q2 2022, worth a combined $2.38B — down 2.7% from $2.45B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new HE positions and 31 closed out — a net gain of 5 holders — while 130 added to existing stakes and 85 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $22.9M. The largest seller was Allspring Global Investments, cutting an estimated $23M.

  • 336 institutional investors held Hawaiian Electric Industries (HE) as of Q2 2022, down from 339 in Q1 2022.
  • Funds reported $2.38B of Hawaiian Electric Industries stock for Q2 2022, down 2.7% quarter-over-quarter.
  • 36 funds opened new Hawaiian Electric Industries positions in Q2 2022 and 31 closed out, a net change of +5 holders.
  • The largest Hawaiian Electric Industries buyer in Q2 2022 was Morgan Stanley, an estimated $22.9M added.
  • The largest Hawaiian Electric Industries seller in Q2 2022 was Allspring Global Investments, an estimated $23M sold.

Based on aggregated 13F filings for Q2 2022.