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Hawaiian Electric Industries
HE

336 hedge funds and large institutions have $2.38B invested in Hawaiian Electric Industries in 2022 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 130 increasing their positions, 85 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

237% more call options, than puts

Call options by funds: $977K | Put options by funds: $290K

53% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 85

16% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 31

0.37% more ownership

Funds ownership: 52.91% → 53.27% (+0.37%)

1% less funds holding

Funds holding: 339 → 336 (-3)

3% less capital invested

Capital invested by funds: $2.45B → $2.38B (-$65.7M)

Holders
336
Holders Change
-3
Holders Change %
-0.88%
% of All Funds
5.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
36
Increased
130
Reduced
85
Closed
31
Calls
$977K
Puts
$290K
Net Calls
+$687K
Net Calls Change
+$44K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$22.9M
2
BlackRock
BlackRock
New York
+$16.8M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$10.3M
4
Renaissance Technologies
Renaissance Technologies
New York
+$8.22M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$7.33M

Top Sellers

1
Allspring Global Investments
Allspring Global Investments
North Carolina
-$23M
2
Prudential Financial
Prudential Financial
New Jersey
-$13M
3
BBL
Beck Bode LLC
Massachusetts
-$11.2M
4
DZ Bank
DZ Bank
Germany
-$6.04M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$5.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
GI
326
Gradient Investments
Minnesota
$1K – – –
MPWT
327
MassMutual Private Wealth & Trust
Connecticut
$1K – – –
TWA
328
TCI Wealth Advisors
Arizona
$1K – – –
DI
329
Disciplined Investments
Oklahoma
$1K +$126 +3 +21%
SC
330
Schubert & Co
Texas
$1K +$421 +10 +63%
MBFW
331
Morton Brown Family Wealth
Pennsylvania
$1K +$631 +15 New
SFG
332
Steward Financial Group
Texas
$1K +$1.51K +36 New
SWA
333
Sutton Wealth Advisors
Florida
$654 – – –
Bank of Montreal
334
Bank of Montreal
Ontario, Canada
$621 +$63.2K +1,502 +11%
IAIM
335
International Assets Investment Management
Florida
$312 -$10.4K -247 -3%
WIM
336
Westside Investment Management
California
$99 +$32.6K +775 +47%
BBL
337
Beck Bode LLC
Massachusetts
– -$11.2M -265,642 Closed
Bank of Nova Scotia
338
Bank of Nova Scotia
Ontario, Canada
– -$3.39M -80,100 Closed
Balyasny Asset Management
339
Balyasny Asset Management
Illinois
– -$2.75M -65,081 Closed
Fidelity International
340
Fidelity International
Bermuda
– -$2.68M -63,335 Closed
ERSOT
341
Employees Retirement System of Texas
Texas
– -$1.96M -46,300 Closed
Assenagon Asset Management
342
Assenagon Asset Management
Luxembourg
– -$1.6M -37,942 Closed
Axa
343
Axa
France
– -$588K -13,900 Closed
Two Sigma Investments
344
Two Sigma Investments
New York
– -$494K -11,666 Closed
HF
345
HRT Financial
New York
– -$491K -11,616 Closed
FRM
346
Fox Run Management
Connecticut
– -$482K -11,401 Closed
DekaBank Deutsche Girozentrale
347
DekaBank Deutsche Girozentrale
Germany
– -$482K -11,230 Closed
Natixis Advisors
348
Natixis Advisors
Massachusetts
– -$465K -10,981 Closed
DA
349
Duality Advisers
Florida
– -$399K -9,423 Closed
DT
350
Diversified Trust
Tennessee
– -$361K -8,541 Closed
11 12 13
14
15

HE Hedge Fund Activity: Q2 2022 in Review

336 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q2 2022, worth a combined $2.38B — down 2.7% from $2.45B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new HE positions and 31 closed out — a net gain of 5 holders — while 130 added to existing stakes and 85 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $22.9M. The largest seller was Allspring Global Investments, cutting an estimated $23M.

  • 336 institutional investors held Hawaiian Electric Industries (HE) as of Q2 2022, down from 339 in Q1 2022.
  • Funds reported $2.38B of Hawaiian Electric Industries stock for Q2 2022, down 2.7% quarter-over-quarter.
  • 36 funds opened new Hawaiian Electric Industries positions in Q2 2022 and 31 closed out, a net change of +5 holders.
  • The largest Hawaiian Electric Industries buyer in Q2 2022 was Morgan Stanley, an estimated $22.9M added.
  • The largest Hawaiian Electric Industries seller in Q2 2022 was Allspring Global Investments, an estimated $23M sold.

Based on aggregated 13F filings for Q2 2022.