Hawaiian Electric Industries
282 hedge funds and large institutions have $1.87B invested in Hawaiian Electric Industries in 2018 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 83 increasing their positions, 94 reducing their positions, and 32 closing their positions.
1,602% more call options, than puts
Call options by funds: $698K | Put options by funds: $41K
16% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 32
1% more funds holding
Funds holding: 279 → 282 (+3)
0.96% more ownership
Funds ownership: 49.08% → 50.04% (+0.96%)
3% less capital invested
Capital invested by funds: $1.93B → $1.87B (-$55.8M)
12% less repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 94
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
+$44.5M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
+$15.7M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$12M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$10.7M |
| 5 |
BlackRock
New York
|
+$8.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$32.9M |
| 2 |
Bank of New York Mellon
New York
|
-$14.9M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
-$12M |
| 4 |
Goldman Sachs
New York
|
-$9.94M |
| 5 |
State Street
Boston,
Massachusetts
|
-$9.42M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
301
Calton & Associates
Tampa,
Florida
| – | -$52K | -1,535 | Closed |
|
|
WAS
302
Winch Advisory Services
Appleton,
Wisconsin
| – | -$54K | -1,500 | Closed |
|
303
Fuller & Thaler Asset Management
San Mateo,
California
| – | -$47K | -1,300 | Closed |
|
|
DCM
304
Delpha Capital Management
New York
| – | -$46K | -1,282 | Closed |
|
|
PRS
305
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| – | -$37K | -1,030 | Closed |
|
|
EWM
306
Evercore Wealth Management
New York
| – | -$36K | -1,000 | Closed |
|
|
KJWM
307
Kiley Juergens Wealth Management
Olympia,
Washington
| – | -$14K | -400 | Closed |
|
|
STA
308
Summit Trail Advisors
New York
| – | -$11K | -332 | Closed |
|
|
TC
309
Telemus Capital
Southfield,
Michigan
| – | -$4K | -115 | Closed |
|
|
MPWT
310
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$2.53K | -70 | Closed |
|
|
FRA
311
Front Row Advisors
Tiburon,
California
| – | -$1K | -37 | Closed |
|
312
AssetMark Inc
Concord,
California
| – | -$1K | -26 | Closed |
|
|
APP
313
Avantax Planning Partners
Dubuque,
Iowa
| – | +$507 | +15 | New |
|
HE Hedge Fund Activity: Q1 2018 in Review
282 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q1 2018, worth a combined $1.87B — down 2.9% from $1.93B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new HE positions and 32 closed out — a net gain of 5 holders — while 83 added to existing stakes and 94 trimmed.
The largest buyer was Robeco Institutional Asset Management, adding an estimated $44.5M. The largest seller was Panagora Asset Management, cutting an estimated $32.9M.
- 282 institutional investors held Hawaiian Electric Industries (HE) as of Q1 2018, up from 279 in Q4 2017.
- Funds reported $1.87B of Hawaiian Electric Industries stock for Q1 2018, down 2.9% quarter-over-quarter.
- 37 funds opened new Hawaiian Electric Industries positions in Q1 2018 and 32 closed out, a net change of +5 holders.
- The largest Hawaiian Electric Industries buyer in Q1 2018 was Robeco Institutional Asset Management, an estimated $44.5M added.
- The largest Hawaiian Electric Industries seller in Q1 2018 was Panagora Asset Management, an estimated $32.9M sold.
Based on aggregated 13F filings for Q1 2018.