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Hawaiian Electric Industries

322 hedge funds and large institutions have $2.6B invested in Hawaiian Electric Industries in 2019 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 109 increasing their positions, 112 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

15,125% more call options, than puts

Call options by funds: $609K | Put options by funds: $4K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

50% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 24

9% more capital invested

Capital invested by funds: $2.38B → $2.6B (+$218M)

2% more funds holding

Funds holding: 316322 (+6)

1.19% more ownership

Funds ownership: 53.76%54.95% (+1.2%)

3% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 112

Holders
322
Holders Change
+6
Holders Change %
+1.9%
% of All Funds
6.99%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
36
Increased
109
Reduced
112
Closed
24
Calls
$609K
Puts
$4K
Net Calls
+$605K
Net Calls Change
-$88K
Name Holding Trade Value Shares
Change
Change in
Stake
EARNEST Partners
301
EARNEST Partners
Georgia
$8K
GAM
302
Gemmer Asset Management
California
$8K
CIA
303
CSat Investment Advisory
Michigan
$8K +$8.17K +195 New
FCMT
304
Founders Capital Management (Texas)
Texas
$7K
CFGS
305
Concourse Financial Group Securities
Alabama
$6K -$10.1K -241 -63%
NCM
306
Next Capital Management
New York
$6K +$6.04K +144 New
EFSCE
307
Enterprise Financial Services Corp (EFSC)
Missouri
$5K
PFGIA
308
Patriot Financial Group Insurance Agency
Massachusetts
$4K -$293 -7 -8%
ST
309
Smithfield Trust
Pennsylvania
$4K
LC
310
Lindbrook Capital
California
$4K +$2.6K +62 +124%
MAM
311
Meeder Asset Management
Ohio
$4K +$4.02K +96 New
GT
312
Glenmede Trust
Pennsylvania
$3.27K
FGAM
313
Financial Gravity Asset Management
Texas
$3K -$6.16K -147 -71%
HGWM
314
Harvest Group Wealth Management
Massachusetts
$3K
PFBT
315
Parkside Financial Bank & Trust
Missouri
$2K +$880 +21 +95%
CAW
316
Cornerstone Advisors (Washington)
Washington
$2K +$1.55K +37 New
TFO
317
Tarbox Family Office
California
$2K +$1.97K +47 New
GI
318
Gradient Investments
Minnesota
$1K -$4.28K -102 -76%
CFG
319
CKW Financial Group
Hawaii
$1K
CIR
320
Clear Investment Research
Georgia
$1K
WIM
321
Westside Investment Management
California
$52 +$50.1K +1,195 New
AAMU
322
Amundi Asset Management US
Massachusetts
-$2.48M -60,842 Closed
LCM
323
Laurion Capital Management
New York
-$2.16M -52,884 Closed
Verition Fund Management
324
Verition Fund Management
Connecticut
-$1.63M -40,000 Closed
RIM
325
Redpoint Investment Management
Australia
-$654K -16,041 Closed

HE Hedge Fund Activity: Q2 2019 in Review

322 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q2 2019, worth a combined $2.6B — up 9.1% from $2.38B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new HE positions and 24 closed out — a net gain of 12 holders — while 109 added to existing stakes and 112 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $13.1M. The largest seller was DePrince Race & Zollo Inc (DRZ), cutting an estimated $14.7M.

  • 322 institutional investors held Hawaiian Electric Industries (HE) as of Q2 2019, up from 316 in Q1 2019.
  • Funds reported $2.6B of Hawaiian Electric Industries stock for Q2 2019, up 9.1% quarter-over-quarter.
  • 36 funds opened new Hawaiian Electric Industries positions in Q2 2019 and 24 closed out, a net change of +12 holders.
  • The largest Hawaiian Electric Industries buyer in Q2 2019 was Acadian Asset Management, an estimated $13.1M added.
  • The largest Hawaiian Electric Industries seller in Q2 2019 was DePrince Race & Zollo Inc (DRZ), an estimated $14.7M sold.

Based on aggregated 13F filings for Q2 2019.