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Hawaiian Electric Industries

291 hedge funds and large institutions have $1.15B invested in Hawaiian Electric Industries in 2024 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 92 increasing their positions, 77 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more capital invested

Capital invested by funds: $642M → $1.15B (+$506M)

32% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 53

19% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 77

7.79% more ownership

Funds ownership: 64.39%72.18% (+7.8%)

5% more funds holding

Funds holding: 277291 (+14)

25% less call options, than puts

Call options by funds: $26.6M | Put options by funds: $35.5M

Holders
291
Holders Change
+14
Holders Change %
+5.05%
% of All Funds
4.18%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.04%
New
70
Increased
92
Reduced
77
Closed
53
Calls
$26.6M
Puts
$35.5M
Net Calls
-$8.86M
Net Calls Change
-$180K
Name Holding Trade Value Shares
Change
Change in
Stake
AAIM
301
American Assets Investment Management
California
-$631K -70,000 Closed
AC
302
AXQ Capital
New Jersey
-$607K -67,271 Closed
AGM
303
Alpine Global Management
New York
-$368K -40,796 Closed
Capstone Investment Advisors
304
Capstone Investment Advisors
New York
-$358K -39,682 Closed
Pathstone Holdings
305
Pathstone Holdings
New Jersey
-$286K -31,745 Closed
CCIA
306
Campbell & Co Investment Adviser
Maryland
-$268K -29,669 Closed
BCM
307
Bayesian Capital Management
New York
-$262K -29,000 Closed
Acadian Asset Management
308
Acadian Asset Management
Massachusetts
-$251K -27,873 Closed
SOW
309
State of Wyoming
Wyoming
-$198K -21,907 Closed
BJL
310
Brighton Jones LLC
Washington
-$181K -20,111 Closed
AIM
311
Aigen Investment Management
New York
-$165K -18,279 Closed
Verition Fund Management
312
Verition Fund Management
Connecticut
-$159K -17,590 Closed
PCA
313
Pallas Capital Advisors
Massachusetts
-$180K -14,135 Closed
VFA
314
Valeo Financial Advisors
Indiana
-$113K -12,500 Closed
MTIM
315
Marathon Trading Investment Management
Pennsylvania
-$109K -12,100 Closed
I
316
InceptionR
California
-$108K -12,005 Closed
Holocene Advisors
317
Holocene Advisors
New York
-$103K -11,467 Closed
CAPTRUST Financial Advisors
318
CAPTRUST Financial Advisors
North Carolina
-$101K -11,230 Closed
SPS
319
Susquehanna Portfolio Strategies
Pennsylvania
-$100K -11,124 Closed
KFS
320
Keynote Financial Services
Connecticut
-$99.8K -11,060 Closed
PCIA
321
Prime Capital Investment Advisors
Kansas
-$98K -10,869 Closed
ECM
322
Evergreen Capital Management
Washington
-$91.3K -10,123 Closed
GT
323
Greenleaf Trust
Michigan
-$90.9K -10,073 Closed
HT
324
Headlands Technologies
Illinois
-$54.4K -6,033 Closed
CM
325
Caption Management
Oklahoma
-$74.3K -6,000 Closed

HE Hedge Fund Activity: Q3 2024 in Review

291 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q3 2024, worth a combined $1.15B — up 79% from $642M a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new HE positions and 53 closed out — a net gain of 17 holders — while 92 added to existing stakes and 77 trimmed.

The largest buyer was Zimmer Partners, opening a new position worth an estimated $186M. The largest seller was AQR Capital Management, cutting an estimated $79.6M.

  • 291 institutional investors held Hawaiian Electric Industries (HE) as of Q3 2024, up from 277 in Q2 2024.
  • Funds reported $1.15B of Hawaiian Electric Industries stock for Q3 2024, up 79% quarter-over-quarter.
  • 70 funds opened new Hawaiian Electric Industries positions in Q3 2024 and 53 closed out, a net change of +17 holders.
  • The largest Hawaiian Electric Industries buyer in Q3 2024 was Zimmer Partners, an estimated $186M added.
  • The largest Hawaiian Electric Industries seller in Q3 2024 was AQR Capital Management, an estimated $79.6M sold.

Based on aggregated 13F filings for Q3 2024.