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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
PP
326
Paloma Partners
Connecticut
-$1.71M -37,530 Closed
FAF
327
Första AP-fonden
Sweden
-$1.18M -25,900 Closed
CS
328
Candriam SCA
Luxembourg
-$988K -21,657 Closed
SFI
329
Susquehanna Fundamental Investments
Pennsylvania
-$976K -21,400 Closed
MSL
330
Mackay Shields LLC
New York
-$856K -18,771 Closed
CANY
331
Caxton Associates (New York)
New York
-$700K -15,349 Closed
AIL
332
AGF Investments LLC
Ontario, Canada
-$475K -10,406 Closed
CAC
333
Cowen and Company
New York
-$369K -8,100 Closed
JG
334
Jefferies Group
New York
-$324K -7,100 Closed
Voloridge Investment Management
335
Voloridge Investment Management
Florida
-$281K -6,154 Closed
CIP
336
Convergence Investment Partners
Florida
-$266K -5,829 Closed
SAM
337
Symphony Asset Management
California
-$219K -4,797 Closed
FIM
338
Freedom Investment Management
Connecticut
-$215K -4,705 Closed
QT
339
Quantbot Technologies
New York
-$164K -3,614 Closed
NIT
340
NumerixS Investment Technologies
British Columbia, Canada
-$96K -2,100 Closed
ETI
341
Enterprise Trust & Investment
California
-$91K -2,000 Closed
CAPTRUST Financial Advisors
342
CAPTRUST Financial Advisors
North Carolina
-$80K -1,754 Closed
NIC
343
Northwest Investment Counselors
Oregon
-$73K -1,600 Closed
PCM
344
Price Capital Management
Louisiana
-$64K -1,400 Closed
Rockefeller Capital Management
345
Rockefeller Capital Management
New York
-$9K -193 Closed
PO
346
Private Ocean
California
-$2K -34 Closed
MPWT
347
MassMutual Private Wealth & Trust
Connecticut
-$1K -17 Closed
CIR
348
Clear Investment Research
Georgia
-$1K -13 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.