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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
CSC
326
Caldwell Sutter Capital
California
-$53.2K -5,900 Closed
NFSG
327
Newbridge Financial Services Group
Florida
-$49.6K -5,500 Closed
WT
328
Whittier Trust
California
-$34.8K -3,859 Closed
Amundi
329
Amundi
France
-$19.7K -2,317 Closed
RTC
330
Riverview Trust Company
Washington
-$13K -1,445 Closed
CIA
331
Cape Investment Advisory
Georgia
-$11.8K -1,307 Closed
TIM
332
Tortoise Investment Management
New York
-$8.43K -935 Closed
CTC
333
Central Trust Company
Missouri
-$8.39K -930 Closed
CFB
334
Cullen/Frost Bankers
Texas
-$7.77K -861 Closed
MG
335
Mather Group
Illinois
-$7.89K -700 Closed
NA
336
NewEdge Advisors
Louisiana
-$4.51K -500 Closed
CC
337
Cypress Capital
Tennessee
-$4.06K -450 Closed
RWMG
338
Redwood Wealth Management Group
New Jersey
-$3.04K -338 Closed
WIA
339
Wetzel Investment Advisors
Indiana
-$2.25K -200 Closed
PFBT
340
Parkside Financial Bank & Trust
Missouri
-$1.71K -190 Closed
SAM
341
Smartleaf Asset Management
Massachusetts
-$1.45K -161 Closed
BWL
342
Bogart Wealth LLC
Virginia
-$1.35K -150 Closed
KFS
343
Kelly Financial Services
Massachusetts
-$911 -101 Closed
HWM
344
Hemington Wealth Management
Virginia
+$954 +77 New

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.