We are live on ! Find out more
HE icon

Hawaiian Electric Industries

332 hedge funds and large institutions have $2.34B invested in Hawaiian Electric Industries in 2021 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 103 increasing their positions, 97 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 22

148% more call options, than puts

Call options by funds: $298K | Put options by funds: $120K

11% more funds holding

Funds holding: 300332 (+32)

6% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 97

1% less capital invested

Capital invested by funds: $2.38B → $2.34B (-$32.4M)

1.43% less ownership

Funds ownership: 53.17%51.75% (-1.4%)

Holders
332
Holders Change
+32
Holders Change %
+10.67%
% of All Funds
5.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
58
Increased
103
Reduced
97
Closed
22
Calls
$298K
Puts
$120K
Net Calls
+$178K
Net Calls Change
-$108K
Name Holding Trade Value Shares
Change
Change in
Stake
LC
326
Lindbrook Capital
California
$1K -$1.58K -39 -66%
FWM
327
Focused Wealth Management
New York
$1K
TWA
328
TCI Wealth Advisors
Arizona
$1K
JWA
329
JFS Wealth Advisors
Pennsylvania
$1K +$852 +21 New
SWA
330
Sutton Wealth Advisors
Florida
$664 +$649 +16 New
WIM
331
Westside Investment Management
California
$63
Capital World Investors
332
Capital World Investors
California
-$9.02M -220,859 Closed
RA
333
Royce & Associates
New York
-$5.08M -124,388 Closed
Susquehanna International Group
334
Susquehanna International Group
Pennsylvania
-$818K -20,030 Closed
PAMP
335
Polar Asset Management Partners
Ontario, Canada
-$541K -13,252 Closed
Qube Research & Technologies (QRT)
336
Qube Research & Technologies (QRT)
United Kingdom
-$511K -12,506 Closed
JG
337
Jefferies Group
New York
-$478K -11,700 Closed
FTDI
338
First Trust Direct Indexing
Massachusetts
-$421K -10,317 Closed
JAM
339
Jupiter Asset Management
United Kingdom
-$388K -9,499 Closed
DT
340
Diversified Trust
Tennessee
-$313K -7,664 Closed
NICM
341
Neo Ivy Capital Management
New York
-$94K -2,619 Closed
ZB
342
Zions Bancorporation
Utah
-$82K -2,000 Closed
MAM
343
Meeder Asset Management
Ohio
-$62K -1,524 Closed
PI
344
PEAK6 Investments
Illinois
-$62K -1,514 Closed
FNBOSM
345
First National Bank of South Miami
Florida
-$35K -850 Closed
KIG
346
Kowal Investment Group
Wisconsin
-$30K -743 Closed
GRP
347
Global Retirement Partners
California
-$11K -268 Closed
CFA
348
Cahill Financial Advisors
Minnesota
-$10K -236 Closed
LWCFA
349
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$8K -200 Closed
Fifth Third Bancorp
350
Fifth Third Bancorp
Ohio
-$8K -198 Closed

HE Hedge Fund Activity: Q4 2021 in Review

332 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q4 2021, worth a combined $2.34B — down 1.4% from $2.38B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new HE positions and 22 closed out — a net gain of 36 holders — while 103 added to existing stakes and 97 trimmed.

The largest buyer was Millennium Management, adding an estimated $7.65M. The largest seller was Wells Fargo, cutting an estimated $109M.

  • 332 institutional investors held Hawaiian Electric Industries (HE) as of Q4 2021, up from 300 in Q3 2021.
  • Funds reported $2.34B of Hawaiian Electric Industries stock for Q4 2021, down 1.4% quarter-over-quarter.
  • 58 funds opened new Hawaiian Electric Industries positions in Q4 2021 and 22 closed out, a net change of +36 holders.
  • The largest Hawaiian Electric Industries buyer in Q4 2021 was Millennium Management, an estimated $7.65M added.
  • The largest Hawaiian Electric Industries seller in Q4 2021 was Wells Fargo, an estimated $109M sold.

Based on aggregated 13F filings for Q4 2021.