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Hawaiian Electric Industries
HE

Overview Fund Activity

322 hedge funds and large institutions have $2.84B invested in Hawaiian Electric Industries in 2019 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 110 increasing their positions, 96 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
+1
Holders Change %
+0.31%
% of All Funds
6.36%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
35
Increased
110
Reduced
96
Closed
26
Calls
$698K
Puts
$258K
Net Calls
+$440K
Net Calls Change
-$331K

Top Buyers

1
VH
ValueAct Holdings
California
$95.3M
2
BlackRock
BlackRock
New York
$493M
3
State Street
State Street
Massachusetts
$156M
4
Invesco
Invesco
Georgia
$97.6M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$23.4M

Top Sellers

1
Nordea Investment Management
Nordea Investment Management
Sweden
$0
2
Man Group
Man Group
United Kingdom
$13.2M
3
Prudential Financial
Prudential Financial
New Jersey
$5.41M
4
Renaissance Technologies
Renaissance Technologies
New York
$5.12M
5
WG
Winton Group
United Kingdom
$21M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIM
301
Hillsdale Investment Management
Ontario, Canada
$8K – – –
GAM
302
Gemmer Asset Management
California
$8K – – –
OPS
303
Orion Portfolio Solutions
Nebraska
$8K +$8K +170 New
FCMT
304
Founders Capital Management (Texas)
Texas
$7K – – –
CFGS
305
Concourse Financial Group Securities
Alabama
$7K – – –
CCM
306
Covington Capital Management
California
$7K +$7K +156 New
EFSCE
307
Enterprise Financial Services Corp (EFSC)
Missouri
$6K – – –
NFG
308
Next Financial Group
Texas
$5K -$30.1K -601 -86%
NSIM
309
North Star Investment Management
Illinois
$5K – – –
TPCW
310
TD Private Client Wealth
New York
$4.31K +$4.31K +92 New
ST
311
Smithfield Trust
Pennsylvania
$4K – – –
HI
312
Hudock Inc
Pennsylvania
$4K – – –
SL
313
Savior LLC
Massachusetts
$3K +$3K +54 New
GI
314
Gradient Investments
Minnesota
$2K -$29.4K -485 -94%
HGWM
315
Harvest Group Wealth Management
Massachusetts
$2K -$815 -22 -29%
PFBT
316
Parkside Financial Bank & Trust
Missouri
$2K – – –
CAW
317
Cornerstone Advisors (Washington)
Washington
$2K – – –
TFO
318
Tarbox Family Office
California
$2K – – –
IWP
319
IAG Wealth Partners
Wisconsin
$2K +$2K +23 New
CFG
320
CKW Financial Group
Hawaii
$1K – – –
PFGIA
321
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
GWS
322
Glassman Wealth Services
Virginia
$1K +$846 +11 +550%
Nordea Investment Management
323
Nordea Investment Management
Sweden
– -$24.3M -529,359 Closed
WSCM
324
Wellington Shields Capital Management
New York
– -$3.69M -80,900 Closed
PP
325
Paloma Partners
Connecticut
– -$1.71M -37,530 Closed
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