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Hawaiian Electric Industries

223 hedge funds and large institutions have $2.2B invested in Hawaiian Electric Industries in 2014 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 81 increasing their positions, 78 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

62% more capital invested

Capital invested by funds: $1.36B → $2.2B (+$840M)

4% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 78

1.34% less ownership

Funds ownership: 53.09%51.75% (-1.3%)

3% less funds holding

Funds holding: 230223 (-7)

17% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 29

27% less call options, than puts

Call options by funds: $1.02M | Put options by funds: $1.41M

Holders
223
Holders Change
-7
Holders Change %
-3.04%
% of All Funds
6.47%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
24
Increased
81
Reduced
78
Closed
29
Calls
$1.02M
Puts
$1.41M
Net Calls
-$381K
Net Calls Change
-$51K
Name Holding Trade Value Shares
Change
Change in
Stake
California Public Employees Retirement System
26
California Public Employees Retirement System
California
$12.3M -$1.19M -47,900 -9%
Morgan Stanley
27
Morgan Stanley
New York
$11.8M +$1.14M +45,958 +12%
VCAM
28
Valentine Capital Asset Management
California
$10.4M +$2.35M +94,725 +32%
CC
29
Carlson Capital
Texas
$9.78M +$9.14M +368,200 New
DVM
30
Dreman Value Management
Florida
$9.2M +$9.63K +388 +0.1%
DDPIC
31
Deroy & Devereaux Private Investment Counsel
Michigan
$8.28M -$59.8K -2,408 -0.8%
VM
32
Valinor Management
New York
$7.96M +$7.45M +300,000 New
BIM
33
BlackRock Investment Management
Delaware
$7.75M -$2.57M -103,673 -26%
AIG
34
American International Group
New York
$7.63M -$305K -12,281 -4%
Principal Financial Group
35
Principal Financial Group
Iowa
$6.83M +$360K +14,514 +6%
Ameriprise
36
Ameriprise
Minnesota
$6.8M +$174K +6,993 +3%
AI
37
Analytic Investors
California
$6.72M -$38.4K -1,546 -0.6%
BGIM
38
Brandywine Global Investment Management
Pennsylvania
$6.54M +$6.11M +246,232 New
Millennium Management
39
Millennium Management
New York
$6.23M -$1.66M -66,981 -22%
Charles Schwab
40
Charles Schwab
California
$6.15M +$269K +10,833 +5%
Bank of America
41
Bank of America
North Carolina
$5.68M +$1.15M +46,155 +28%
ARC
42
Absolute Return Capital
Massachusetts
$5.56M -$648K -26,123 -11%
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$5.13M +$197K +7,948 +4%
PPA
44
Parametric Portfolio Associates
Washington
$5.01M -$424K -17,090 -8%
GC
45
Guggenheim Capital
Illinois
$4.88M +$727K +29,302 +19%
JP Morgan Chase
46
JP Morgan Chase
New York
$4.87M +$306K +12,314 +7%
NFA
47
Nationwide Fund Advisors
Ohio
$4.49M +$73.8K +2,975 +2%
FIM
48
Frontier Investment Management
Texas
$4.24M +$3.97M +160,010 New
New York State Teachers Retirement System (NYSTRS)
49
New York State Teachers Retirement System (NYSTRS)
New York
$4.22M
U
50
UBS
Switzerland
$4.11M +$164K +6,591 +4%