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Hawaiian Electric Industries
HE

223 hedge funds and large institutions have $1.52B invested in Hawaiian Electric Industries in 2016 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 80 increasing their positions, 63 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 15

27% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 63

14% more capital invested

Capital invested by funds: $1.34B → $1.52B (+$188M)

8% more funds holding

Funds holding: 207 → 223 (+16)

1.33% more ownership

Funds ownership: 43.09% → 44.42% (+1.3%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
223
Holders Change
+16
Holders Change %
+7.73%
% of All Funds
5.94%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
32
Increased
80
Reduced
63
Closed
15
Calls
$49K
Puts
–
Net Calls
+$49K
Net Calls Change
+$52K

Top Buyers

1
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$24M
2
JP Morgan Chase
JP Morgan Chase
New York
+$18.7M
3
ECP
Electron Capital Partners
New York
+$17.1M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$10.9M
5
KWILP
Kiwi Wealth Investments Limited Partnership
New Zealand
+$7.61M

Top Sellers

1
ICM
Indaba Capital Management
California
-$19.4M
2
Deutsche Bank
Deutsche Bank
Germany
-$17.2M
3
Morgan Stanley
Morgan Stanley
New York
-$16.4M
4
Two Sigma Investments
Two Sigma Investments
New York
-$3.3M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$3.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
26
BlackRock Investment Management
Delaware
$10M +$42.6K +1,423 +0.5%
Ameriprise
27
Ameriprise
Minnesota
$8.66M +$124K +4,145 +2%
KWILP
28
Kiwi Wealth Investments Limited Partnership
New Zealand
$8.23M +$7.61M +254,006 New
New York State Common Retirement Fund
29
New York State Common Retirement Fund
New York
$7.98M – – –
AIG
30
American International Group
New York
$7.88M -$13.2K -440 -0.2%
Arrowstreet Capital
31
Arrowstreet Capital
Massachusetts
$7.76M +$7.18M +239,650 New
AI
32
Analytic Investors
California
$7.72M -$9.32K -311 -0.1%
California State Teachers Retirement System (CalSTRS)
33
California State Teachers Retirement System (CalSTRS)
California
$7.6M +$873K +29,149 +14%
AG
34
Aperio Group
California
$6.78M +$256K +8,550 +4%
TCIM
35
TIAA CREF Investment Management
New York
$6.74M -$118K -3,937 -2%
Barclays
36
Barclays
United Kingdom
$6.11M -$821K -27,404 -13%
NFA
37
Nationwide Fund Advisors
Ohio
$5.74M +$165K +5,492 +3%
Swiss National Bank
38
Swiss National Bank
Switzerland
$5.68M +$1.07M +35,700 +24%
Goldman Sachs
39
Goldman Sachs
New York
$5.59M -$420K -14,028 -8%
Two Sigma Advisers
40
Two Sigma Advisers
New York
$5.41M -$919K -30,663 -16%
New York State Teachers Retirement System (NYSTRS)
41
New York State Teachers Retirement System (NYSTRS)
New York
$5.16M – – –
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$5.08M +$139K +4,640 +3%
Manulife (Manufacturers Life Insurance)
43
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.58M +$89.6K +2,991 +2%
Retirement Systems of Alabama
44
Retirement Systems of Alabama
Alabama
$4.5M +$20.9K +699 +0.5%
WAM
45
Wolverine Asset Management
Illinois
$4.46M – – –
BF
46
BOK Financial
Oklahoma
$4.3M +$3.98M +132,816 New
PPA
47
Parametric Portfolio Associates
Washington
$3.85M +$527K +17,584 +17%
State Board of Administration of Florida Retirement System
48
State Board of Administration of Florida Retirement System
Florida
$3.73M – – –
UBS AM
49
UBS AM
Illinois
$3.61M -$250K -8,345 -7%
RIA
50
RPG Investment Advisory
California
$3.46M -$33.1K -1,104 -1%
1
2
3 4 5

HE Hedge Fund Activity: Q1 2016 in Review

223 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q1 2016, worth a combined $1.52B — up 14% from $1.34B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new HE positions and 15 closed out — a net gain of 17 holders — while 80 added to existing stakes and 63 trimmed.

The largest buyer was Adage Capital Partners, opening a new position worth an estimated $24M. The largest seller was Indaba Capital Management, exiting entirely with an estimated $19.4M sold.

  • 223 institutional investors held Hawaiian Electric Industries (HE) as of Q1 2016, up from 207 in Q4 2015.
  • Funds reported $1.52B of Hawaiian Electric Industries stock for Q1 2016, up 14% quarter-over-quarter.
  • 32 funds opened new Hawaiian Electric Industries positions in Q1 2016 and 15 closed out, a net change of +17 holders.
  • The largest Hawaiian Electric Industries buyer in Q1 2016 was Adage Capital Partners, an estimated $24M added.
  • The largest Hawaiian Electric Industries seller in Q1 2016 was Indaba Capital Management, an estimated $19.4M sold.

Based on aggregated 13F filings for Q1 2016.