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Hawaiian Electric Industries

320 hedge funds and large institutions have $1.99B invested in Hawaiian Electric Industries in 2020 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 89 increasing their positions, 117 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 36

31% more call options, than puts

Call options by funds: $254K | Put options by funds: $194K

10% more capital invested

Capital invested by funds: $1.81B → $1.99B (+$173M)

3% more funds holding

Funds holding: 312320 (+8)

1.59% more ownership

Funds ownership: 50.03%51.62% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

24% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 117

Holders
320
Holders Change
+8
Holders Change %
+2.56%
% of All Funds
5.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
48
Increased
89
Reduced
117
Closed
36
Calls
$254K
Puts
$194K
Net Calls
+$60K
Net Calls Change
-$33K
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
301
Parkside Financial Bank & Trust
Missouri
$3K
BWA
302
Burt Wealth Advisors
Maryland
$3K +$2.65K +75 New
LC
303
Lindbrook Capital
California
$2K -$389 -11 -16%
HIM
304
Hillsdale Investment Management
Ontario, Canada
$2K
SL
305
Savior LLC
Massachusetts
$2K
TFO
306
Tarbox Family Office
California
$2K
VCM
307
Versant Capital Management
Arizona
$2K
ABC
308
Associated Banc-Corp
Wisconsin
$2K +$1.17K +33 +110%
AWM
309
Avior Wealth Management
Nebraska
$2K +$2.55K +72 New
CT
310
Caldwell Trust
Florida
$1.77K
Lazard Asset Management
311
Lazard Asset Management
New York
$1K -$28.9K -816 -94%
HGWM
312
Harvest Group Wealth Management
Massachusetts
$1K -$283 -8 -22%
GI
313
Gradient Investments
Minnesota
$1K
TPCW
314
TD Private Client Wealth
New York
$354 -$2.9K -82 -89%
WIM
315
Westside Investment Management
California
$43 -$2.65K -75 -6%
BTW
316
Boston Trust Walden
Massachusetts
-$10.9M -328,967 Closed
ZIM
317
Zacks Investment Management
Illinois
-$4.28M -128,777 Closed
Man Group
318
Man Group
United Kingdom
-$3.81M -114,549 Closed
Marshall Wace
319
Marshall Wace
United Kingdom
-$3.56M -107,091 Closed
Voloridge Investment Management
320
Voloridge Investment Management
Florida
-$2.77M -83,305 Closed
APG Asset Management
321
APG Asset Management
Netherlands
-$1.91M -67,200 Closed
Assenagon Asset Management
322
Assenagon Asset Management
Luxembourg
-$1.72M -51,803 Closed
Janus Henderson Group
323
Janus Henderson Group
United Kingdom
-$1.67M -50,080 Closed
SO
324
STRS Ohio
Ohio
-$1.3M -39,158 Closed
Balyasny Asset Management
325
Balyasny Asset Management
Illinois
-$1.03M -30,967 Closed

HE Hedge Fund Activity: Q4 2020 in Review

320 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q4 2020, worth a combined $1.99B — up 9.5% from $1.81B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new HE positions and 36 closed out — a net gain of 12 holders — while 89 added to existing stakes and 117 trimmed.

The largest buyer was Geode Capital Management, adding an estimated $9.2M. The largest seller was Norges Bank, cutting an estimated $11.1M.

  • 320 institutional investors held Hawaiian Electric Industries (HE) as of Q4 2020, up from 312 in Q3 2020.
  • Funds reported $1.99B of Hawaiian Electric Industries stock for Q4 2020, up 9.5% quarter-over-quarter.
  • 48 funds opened new Hawaiian Electric Industries positions in Q4 2020 and 36 closed out, a net change of +12 holders.
  • The largest Hawaiian Electric Industries buyer in Q4 2020 was Geode Capital Management, an estimated $9.2M added.
  • The largest Hawaiian Electric Industries seller in Q4 2020 was Norges Bank, an estimated $11.1M sold.

Based on aggregated 13F filings for Q4 2020.