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Hawaiian Electric Industries

321 hedge funds and large institutions have $2.77B invested in Hawaiian Electric Industries in 2019 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 95 increasing their positions, 115 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

8,567% more call options, than puts

Call options by funds: $780K | Put options by funds: $9K

7% more capital invested

Capital invested by funds: $2.6B → $2.77B (+$171M)

0.92% more ownership

Funds ownership: 54.95%55.88% (+0.92%)

0% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 23

0% less funds holding

Funds holding: 322321 (-1)

17% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 115

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
321
Holders Change
-1
Holders Change %
-0.31%
% of All Funds
7.04%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
23
Increased
95
Reduced
115
Closed
23
Calls
$780K
Puts
$9K
Net Calls
+$771K
Net Calls Change
+$166K
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
301
Versant Capital Management
Arizona
$7K -$1.07K -24 -12%
FCMT
302
Founders Capital Management (Texas)
Texas
$7K
CFGS
303
Concourse Financial Group Securities
Alabama
$6K
EFSCE
304
Enterprise Financial Services Corp (EFSC)
Missouri
$6K
NSIM
305
North Star Investment Management
Illinois
$5K +$4.45K +100 New
HI
306
Hudock Inc
Pennsylvania
$4K -$4.45K -100 -49%
ST
307
Smithfield Trust
Pennsylvania
$4K
GT
308
Glenmede Trust
Pennsylvania
$3.37K -$44.5K -1,000 -1%
HGWM
309
Harvest Group Wealth Management
Massachusetts
$3K
PCM
310
Penserra Capital Management
California
$3K +$3.33K +75 New
CAW
311
Cornerstone Advisors (Washington)
Washington
$2K
PFBT
312
Parkside Financial Bank & Trust
Missouri
$2K
TFO
313
Tarbox Family Office
California
$2K
PO
314
Private Ocean
California
$2K +$1.51K +34 New
MPWT
315
MassMutual Private Wealth & Trust
Connecticut
$1K -$168K -3,779 -100%
PFGIA
316
Patriot Financial Group Insurance Agency
Massachusetts
$1K -$2.85K -64 -74%
CFG
317
CKW Financial Group
Hawaii
$1K
CIR
318
Clear Investment Research
Georgia
$1K
DRZID
319
DePrince Race & Zollo Inc (DRZ)
Florida
-$6.35M -145,737 Closed
WSC
320
Wellington Shields & Co
New York
-$3.53M -81,100 Closed
DF
321
Donoghue Forlines
Massachusetts
-$2.55M -58,586 Closed
UH
322
Unigestion Holding
Switzerland
-$1.98M -45,423 Closed
USAA
323
United Services Automobile Association
Texas
-$1.4M -32,212 Closed
Point72 Asset Management
324
Point72 Asset Management
Connecticut
-$1.04M -23,830 Closed
CBOA
325
Commonwealth Bank of Australia
Australia
-$810K -18,600 Closed

HE Hedge Fund Activity: Q3 2019 in Review

321 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q3 2019, worth a combined $2.77B — up 6.6% from $2.6B a quarter earlier.

Fund positioning in HE was balanced in Q3 2019: 23 funds opened new positions, 23 closed out, 95 added to existing stakes and 115 trimmed.

The largest buyer was ValueAct Holdings, adding an estimated $19.8M. The largest seller was Nordea Investment Management, cutting an estimated $10.9M.

  • 321 institutional investors held Hawaiian Electric Industries (HE) as of Q3 2019, down from 322 in Q2 2019.
  • Funds reported $2.77B of Hawaiian Electric Industries stock for Q3 2019, up 6.6% quarter-over-quarter.
  • 23 funds opened new Hawaiian Electric Industries positions in Q3 2019 and 23 closed out, a net change of 0 holders.
  • The largest Hawaiian Electric Industries buyer in Q3 2019 was ValueAct Holdings, an estimated $19.8M added.
  • The largest Hawaiian Electric Industries seller in Q3 2019 was Nordea Investment Management, an estimated $10.9M sold.

Based on aggregated 13F filings for Q3 2019.