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Hawaiian Electric Industries

323 hedge funds and large institutions have $2.84B invested in Hawaiian Electric Industries in 2019 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 110 increasing their positions, 96 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more call options, than puts

Call options by funds: $698K | Put options by funds: $258K

38% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 26

15% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 96

2% more capital invested

Capital invested by funds: $2.77B → $2.84B (+$68.7M)

1% more funds holding

Funds holding: 321323 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.22% less ownership

Funds ownership: 55.88%55.66% (-0.22%)

Holders
323
Holders Change
+2
Holders Change %
+0.62%
% 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
36
Increased
110
Reduced
96
Closed
26
Calls
$698K
Puts
$258K
Net Calls
+$440K
Net Calls Change
-$331K
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
301
Gemmer Asset Management
California
$8K
HIM
302
Hillsdale Investment Management
Ontario, Canada
$8K
OPS
303
Orion Portfolio Solutions
Nebraska
$8K +$7.62K +170 New
CFGS
304
Concourse Financial Group Securities
Alabama
$7K
FCMT
305
Founders Capital Management (Texas)
Texas
$7K
CCM
306
Covington Capital Management
California
$7K +$6.99K +156 New
EFSCE
307
Enterprise Financial Services Corp (EFSC)
Missouri
$6K
NFG
308
Next Financial Group
Texas
$5K -$26.9K -601 -86%
NSIM
309
North Star Investment Management
Illinois
$5K
CT
310
Caldwell Trust
Florida
$4.69K +$4.48K +100 New
TPCW
311
TD Private Client Wealth
New York
$4.31K +$4.12K +92 New
HI
312
Hudock Inc
Pennsylvania
$4K
ST
313
Smithfield Trust
Pennsylvania
$4K
SL
314
Savior LLC
Massachusetts
$3K +$2.42K +54 New
GI
315
Gradient Investments
Minnesota
$2K -$21.7K -485 -94%
HGWM
316
Harvest Group Wealth Management
Massachusetts
$2K -$986 -22 -29%
CAW
317
Cornerstone Advisors (Washington)
Washington
$2K
PFBT
318
Parkside Financial Bank & Trust
Missouri
$2K
TFO
319
Tarbox Family Office
California
$2K
IWP
320
IAG Wealth Partners
Wisconsin
$2K +$1.03K +23 New
CFG
321
CKW Financial Group
Hawaii
$1K
PFGIA
322
Patriot Financial Group Insurance Agency
Massachusetts
$1K
GWS
323
Glassman Wealth Services
Virginia
$1K +$493 +11 +550%
Nordea Investment Management
324
Nordea Investment Management
Sweden
-$24.3M -529,359 Closed
WSCM
325
Wellington Shields Capital Management
New York
-$3.69M -80,900 Closed

HE Hedge Fund Activity: Q4 2019 in Review

323 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q4 2019, worth a combined $2.84B — up 2.5% from $2.77B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new HE positions and 26 closed out — a net gain of 10 holders — while 110 added to existing stakes and 96 trimmed.

The largest buyer was ValueAct Holdings, adding an estimated $18.5M. The largest seller was Nordea Investment Management, exiting entirely with an estimated $24.3M sold.

  • 323 institutional investors held Hawaiian Electric Industries (HE) as of Q4 2019, up from 321 in Q3 2019.
  • Funds reported $2.84B of Hawaiian Electric Industries stock for Q4 2019, up 2.5% quarter-over-quarter.
  • 36 funds opened new Hawaiian Electric Industries positions in Q4 2019 and 26 closed out, a net change of +10 holders.
  • The largest Hawaiian Electric Industries buyer in Q4 2019 was ValueAct Holdings, an estimated $18.5M added.
  • The largest Hawaiian Electric Industries seller in Q4 2019 was Nordea Investment Management, an estimated $24.3M sold.

Based on aggregated 13F filings for Q4 2019.