Hawaiian Electric Industries
291 hedge funds and large institutions have $1B invested in Hawaiian Electric Industries in 2023 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 90 increasing their positions, 102 reducing their positions, and 42 closing their positions.
45% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 42
26% more capital invested
Capital invested by funds: $793M → $1B (+$209M)
6% more funds holding
Funds holding: 275 → 291 (+16)
5.4% more ownership
Funds ownership: 58.71% → 64.11% (+5.4%)
12% less repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 102
32% less call options, than puts
Call options by funds: $33.8M | Put options by funds: $49.4M
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$91.4M |
| 2 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$17.4M |
| 3 |
D.E. Shaw & Co
New York
|
+$15M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$13.1M |
| 5 |
Verition Fund Management
Greenwich,
Connecticut
|
+$8.2M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ST
326
Smithfield Trust
Pittsburgh,
Pennsylvania
| – | -$5K | -370 | Closed |
|
|
AWM
327
Avior Wealth Management
Omaha,
Nebraska
| – | -$3.64K | -296 | Closed |
|
|
HGERS
328
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| – | -$2.49K | -202 | Closed |
|
329
EARNEST Partners
Atlanta,
Georgia
| – | -$2.31K | -188 | Closed |
|
|
SFCL
330
Strengthening Families & Communities LLC
Boston,
Massachusetts
| – | -$2K | -181 | Closed |
|
|
AF
331
Allworth Financial
Folsom,
California
| – | -$2K | -162 | Closed |
|
|
FCMT
332
Founders Capital Management (Texas)
Houston,
Texas
| – | -$1.85K | -150 | Closed |
|
|
AWA
333
Authentikos Wealth Advisory
Morgan Hill,
California
| – | -$997 | -81 | Closed |
|
|
NECFA
334
New England Capital Financial Advisors
Meriden,
Connecticut
| – | -$679 | -55 | Closed |
|
HE Hedge Fund Activity: Q4 2023 in Review
291 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q4 2023, worth a combined $1B — up 26% from $793M a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new HE positions and 42 closed out — a net gain of 19 holders — while 90 added to existing stakes and 102 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $91.4M. The largest seller was Pacer Advisors, exiting entirely with an estimated $21.4M sold.
- 291 institutional investors held Hawaiian Electric Industries (HE) as of Q4 2023, up from 275 in Q3 2023.
- Funds reported $1B of Hawaiian Electric Industries stock for Q4 2023, up 26% quarter-over-quarter.
- 61 funds opened new Hawaiian Electric Industries positions in Q4 2023 and 42 closed out, a net change of +19 holders.
- The largest Hawaiian Electric Industries buyer in Q4 2023 was Morgan Stanley, an estimated $91.4M added.
- The largest Hawaiian Electric Industries seller in Q4 2023 was Pacer Advisors, an estimated $21.4M sold.
Based on aggregated 13F filings for Q4 2023.