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Hawaiian Electric Industries

316 hedge funds and large institutions have $2.38B invested in Hawaiian Electric Industries in 2019 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 120 increasing their positions, 74 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 22

62% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 74

14% more capital invested

Capital invested by funds: $2.1B → $2.38B (+$289M)

5% more funds holding

Funds holding: 300316 (+16)

1.06% more ownership

Funds ownership: 52.7%53.76% (+1.1%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
316
Holders Change
+16
Holders Change %
+5.33%
% of All Funds
6.84%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
42
Increased
120
Reduced
74
Closed
22
Calls
$693K
Puts
Net Calls
+$693K
Net Calls Change
+$481K
Name Holding Trade Value Shares
Change
Change in
Stake
EFSCE
301
Enterprise Financial Services Corp (EFSC)
Missouri
$5K
ASN
302
Advisory Services Network
Georgia
$5K +$38 +1 +0.8%
NSIM
303
North Star Investment Management
Illinois
$4K
ST
304
Smithfield Trust
Pennsylvania
$4K
PFGIA
305
Patriot Financial Group Insurance Agency
Massachusetts
$4K +$2.7K +71 +323%
GT
306
Glenmede Trust
Pennsylvania
$3.06K -$113K -2,980 -4%
PWM
307
PRW Wealth Management
Massachusetts
$3K
CAM
308
Cresset Asset Management
Illinois
$3K +$2.55K +67 New
HGWM
309
Harvest Group Wealth Management
Massachusetts
$3K +$2.89K +76 New
LC
310
Lindbrook Capital
California
$2K
WEC
311
Winslow Evans & Crocker
Massachusetts
$2K +$532 +14 New
CIR
312
Clear Investment Research
Georgia
$1K
PFBT
313
Parkside Financial Bank & Trust
Missouri
$1K +$836 +22 New
JPLA
314
Joseph P. Lucia & Associates
New York
$177 +$274K +7,211 New
BC
315
Blackstart Capital
New York
-$19.2M -523,474 Closed
LSV Asset Management
316
LSV Asset Management
Illinois
-$3.34M -91,100 Closed
AIS
317
American Investment Services
Massachusetts
-$1.11M -30,325 Closed
EGM
318
Engineers Gate Manager
New York
-$644K -17,592 Closed
CC
319
Cipher Capital
New York
-$529K -14,441 Closed
BFM
320
Boothbay Fund Management
New York
-$475K -12,970 Closed
Balyasny Asset Management
321
Balyasny Asset Management
Illinois
-$382K -10,434 Closed
RQS
322
Ramsey Quantitative Systems
Kentucky
-$318K -8,674 Closed
QC
323
Quadrature Capital
United Kingdom
-$290K -7,915 Closed
UCFA
324
United Capital Financial Advisors
Texas
-$238K -6,509 Closed
QT
325
Quantamental Technologies
New York
-$238K -6,496 Closed

HE Hedge Fund Activity: Q1 2019 in Review

316 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q1 2019, worth a combined $2.38B — up 14% from $2.1B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new HE positions and 22 closed out — a net gain of 20 holders — while 120 added to existing stakes and 74 trimmed.

The largest buyer was Vanguard Group, adding an estimated $13.3M. The largest seller was Blackstart Capital, exiting entirely with an estimated $19.2M sold.

  • 316 institutional investors held Hawaiian Electric Industries (HE) as of Q1 2019, up from 300 in Q4 2018.
  • Funds reported $2.38B of Hawaiian Electric Industries stock for Q1 2019, up 14% quarter-over-quarter.
  • 42 funds opened new Hawaiian Electric Industries positions in Q1 2019 and 22 closed out, a net change of +20 holders.
  • The largest Hawaiian Electric Industries buyer in Q1 2019 was Vanguard Group, an estimated $13.3M added.
  • The largest Hawaiian Electric Industries seller in Q1 2019 was Blackstart Capital, an estimated $19.2M sold.

Based on aggregated 13F filings for Q1 2019.