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Hawaiian Electric Industries
HE

291 hedge funds and large institutions have $1B invested in Hawaiian Electric Industries in 2023 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 90 increasing their positions, 102 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 42

26% more capital invested

Capital invested by funds: $793M → $1B (+$209M)

6% more funds holding

Funds holding: 275 → 291 (+16)

5.4% more ownership

Funds ownership: 58.71% → 64.11% (+5.4%)

12% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 102

32% less call options, than puts

Call options by funds: $33.8M | Put options by funds: $49.4M

Holders
291
Holders Change
+16
Holders Change %
+5.82%
% of All Funds
4.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
61
Increased
90
Reduced
102
Closed
42
Calls
$33.8M
Puts
$49.4M
Net Calls
-$15.6M
Net Calls Change
+$79.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$91.4M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$17.4M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$15M
4
First Trust Advisors
First Trust Advisors
Illinois
+$13.1M
5
Verition Fund Management
Verition Fund Management
Connecticut
+$8.2M

Top Sellers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
-$21.4M
2
AQR Capital Management
AQR Capital Management
Connecticut
-$18.7M
3
JAM
Jupiter Asset Management
United Kingdom
-$14.9M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$9.09M
5
Northern Trust
Northern Trust
Illinois
-$8.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
NRG
276
Nemes Rush Group
Michigan
$1.03K – – –
CAL
277
Capital Analysts LLC
Pennsylvania
$1K -$6.23K -479 -87%
HWM
278
HighMark Wealth Management
Minnesota
$937 +$858 +66 New
BONH
279
Bank of New Hampshire
New Hampshire
$710 – – –
FFA
280
Farther Finance Advisors
California
$624 +$273 +21 +91%
QCG
281
Quadrant Capital Group
Ohio
$469 +$221 +17 +106%
GI
282
Gradient Investments
Minnesota
$468 – – –
VCM
283
Versant Capital Management
Arizona
$355 -$208 -16 -39%
BGAI
284
Bruce G. Allen Investments
Colorado
$241 +$221 +17 New
HCP
285
Hexagon Capital Partners
Arkansas
$185 -$663 -51 -80%
SIC
286
SJS Investment Consulting
Ohio
$128 – – –
QC
287
Quent Capital
New York
$57 -$676 -52 -93%
MCM
288
MV Capital Management
Maryland
$57 +$52 +4 New
DPW
289
DiNuzzo Private Wealth
Pennsylvania
$43 +$39 +3 New
S
290
SignatureFD
Georgia
$14 -$624 -48 -98%
TWP
291
TFO Wealth Partners
Ohio
$14 – – –
OP
292
ORG Partners
Indiana
$3 – – –
Pacer Advisors
293
Pacer Advisors
Pennsylvania
– -$21.4M -1,740,568 Closed
JAM
294
Jupiter Asset Management
United Kingdom
– -$14.9M -1,209,258 Closed
CCP
295
Clough Capital Partners
Massachusetts
– -$6.18M -501,700 Closed
Amundi
296
Amundi
France
– -$4.76M -387,137 Closed
National Bank of Canada
297
National Bank of Canada
Quebec, Canada
– -$4.25M -355,500 Closed
SPA
298
Sherbrooke Park Advisers
New York
– -$1.59M -129,364 Closed
PMEF
299
Point72 Middle East FZE
United Arab Emirates
– -$936K -76,073 Closed
WC
300
Wexford Capital
Florida
– -$807K -65,569 Closed
10 11
12
13 14

HE Hedge Fund Activity: Q4 2023 in Review

291 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q4 2023, worth a combined $1B — up 26% from $793M a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new HE positions and 42 closed out — a net gain of 19 holders — while 90 added to existing stakes and 102 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $91.4M. The largest seller was Pacer Advisors, exiting entirely with an estimated $21.4M sold.

  • 291 institutional investors held Hawaiian Electric Industries (HE) as of Q4 2023, up from 275 in Q3 2023.
  • Funds reported $1B of Hawaiian Electric Industries stock for Q4 2023, up 26% quarter-over-quarter.
  • 61 funds opened new Hawaiian Electric Industries positions in Q4 2023 and 42 closed out, a net change of +19 holders.
  • The largest Hawaiian Electric Industries buyer in Q4 2023 was Morgan Stanley, an estimated $91.4M added.
  • The largest Hawaiian Electric Industries seller in Q4 2023 was Pacer Advisors, an estimated $21.4M sold.

Based on aggregated 13F filings for Q4 2023.