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Hawaiian Electric Industries

339 hedge funds and large institutions have $2.45B invested in Hawaiian Electric Industries in 2022 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 117 increasing their positions, 98 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

311% more call options, than puts

Call options by funds: $850K | Put options by funds: $207K

34% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 35

19% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 98

2% more funds holding

Funds holding: 332339 (+7)

1.16% more ownership

Funds ownership: 51.75%52.91% (+1.2%)

5% more capital invested

Capital invested by funds: $2.34B → $2.45B (+$107M)

Holders
339
Holders Change
+7
Holders Change %
+2.11%
% of All Funds
5.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
47
Increased
117
Reduced
98
Closed
35
Calls
$850K
Puts
$207K
Net Calls
+$643K
Net Calls Change
+$465K
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
301
Gemmer Asset Management
California
$11K
CFG
302
CKW Financial Group
Hawaii
$10K
Fifth Third Bancorp
303
Fifth Third Bancorp
Ohio
$9K +$8.41K +202 New
TWC
304
TD Waterhouse Canada
Ontario, Canada
$8.67K -$4.17K -100 -33%
EARNEST Partners
305
EARNEST Partners
Georgia
$8K
SWM
306
Spire Wealth Management
Virginia
$8K
SPIA
307
Steward Partners Investment Advisory
New York
$8K
TFGT
308
TS Financial Group (TSFG)
Illinois
$8K
SFCL
309
Strengthening Families & Communities LLC
Massachusetts
$8K +$8.33K +200 New
CAL
310
Capital Advisors Ltd
Ohio
$6K
FCMT
311
Founders Capital Management (Texas)
Texas
$6K
DA
312
Denali Advisors
California
$6K +$1.46K +35 +34%
PFBT
313
Parkside Financial Bank & Trust
Missouri
$5K
APF
314
Alaska Permanent Fund
Alaska
$5K +$42 +1 +0.8%
QCG
315
Quadrant Capital Group
Ohio
$5K +$3.12K +75 +163%
WAM
316
WFA Asset Management
Wisconsin
$4.58K -$3.83K -92 -46%
NSIM
317
North Star Investment Management
Illinois
$4K
Bessemer Group
318
Bessemer Group
New Jersey
$4K +$167 +4 +4%
LC
319
Lindbrook Capital
California
$4K +$3.29K +79 +395%
VCM
320
Versant Capital Management
Arizona
$3K
FPS
321
Fieldpoint Private Securities
Connecticut
$3K +$833 +20 +33%
Loomis, Sayles & Company
322
Loomis, Sayles & Company
Massachusetts
$3K +$3.17K +76 New
Macquarie Group
323
Macquarie Group
Australia
$2.56K +$177K +4,259 +6%
Lazard Asset Management
324
Lazard Asset Management
New York
$2K -$93.1K -2,235 -98%
STCOSD
325
Sageworth Trust Company of South Dakota
South Dakota
$2K -$9.62K -231 -82%

HE Hedge Fund Activity: Q1 2022 in Review

339 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q1 2022, worth a combined $2.45B — up 4.6% from $2.34B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new HE positions and 35 closed out — a net gain of 12 holders — while 117 added to existing stakes and 98 trimmed.

The largest buyer was State Street, adding an estimated $23.2M. The largest seller was Geode Capital Management, cutting an estimated $15.2M.

  • 339 institutional investors held Hawaiian Electric Industries (HE) as of Q1 2022, up from 332 in Q4 2021.
  • Funds reported $2.45B of Hawaiian Electric Industries stock for Q1 2022, up 4.6% quarter-over-quarter.
  • 47 funds opened new Hawaiian Electric Industries positions in Q1 2022 and 35 closed out, a net change of +12 holders.
  • The largest Hawaiian Electric Industries buyer in Q1 2022 was State Street, an estimated $23.2M added.
  • The largest Hawaiian Electric Industries seller in Q1 2022 was Geode Capital Management, an estimated $15.2M sold.

Based on aggregated 13F filings for Q1 2022.