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Hawaiian Electric Industries

259 hedge funds and large institutions have $1.79B invested in Hawaiian Electric Industries in 2017 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 94 increasing their positions, 82 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

312% more call options, than puts

Call options by funds: $1.21M | Put options by funds: $294K

15% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 82

6% more capital invested

Capital invested by funds: $1.68B → $1.79B (+$107M)

2.6% more ownership

Funds ownership: 46.86%49.46% (+2.6%)

6% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 31

2% less funds holding

Funds holding: 264259 (-5)

Holders
259
Holders Change
-5
Holders Change %
-1.89%
% of All Funds
6.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
94
Reduced
82
Closed
31
Calls
$1.21M
Puts
$294K
Net Calls
+$917K
Net Calls Change
+$587K
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Advisers
26
Two Sigma Advisers
New York
$10.6M -$2.94M -88,692 -22%
PPA
27
Parametric Portfolio Associates
Washington
$9.96M +$1.52M +45,865 +18%
Ameriprise
28
Ameriprise
Minnesota
$9.8M -$2.42M -72,881 -20%
MAM
29
Martingale Asset Management
Massachusetts
$8.84M +$1.3M +39,200 +17%
AP
30
AHL Partners
United Kingdom
$8.2M +$5.24M +157,782 +179%
New York State Common Retirement Fund
31
New York State Common Retirement Fund
New York
$7.75M +$33 +1 +0%
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$7.74M +$1.5M +45,276 +24%
California State Teachers Retirement System (CalSTRS)
33
California State Teachers Retirement System (CalSTRS)
California
$7.33M -$319K -9,600 -4%
AIG
34
American International Group
New York
$7.24M +$264K +7,957 +4%
GC
35
Guggenheim Capital
Illinois
$6.94M +$2.74M +82,532 +66%
TCIM
36
TIAA CREF Investment Management
New York
$6.85M -$1.08M -32,643 -14%
LM
37
Luminus Management
Texas
$6.66M -$1.32M -39,737 -17%
NFA
38
Nationwide Fund Advisors
Ohio
$6.05M +$54.1K +1,631 +0.9%
Swiss National Bank
39
Swiss National Bank
Switzerland
$5.98M +$123K +3,700 +2%
Legal & General Group
40
Legal & General Group
United Kingdom
$5.96M +$1.36M +40,955 +30%
New York State Teachers Retirement System (NYSTRS)
41
New York State Teachers Retirement System (NYSTRS)
New York
$5.65M -$3.32K -100 -0.1%
AG
42
Aperio Group
California
$5.64M +$833K +25,118 +17%
WI
43
WBI Investments
New Jersey
$5.61M -$298K -8,966 -5%
Manulife (Manufacturers Life Insurance)
44
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.23M +$300K +9,037 +6%
VOYA Investment Management
45
VOYA Investment Management
Georgia
$5.16M +$2.43M +73,268 +90%
Retirement Systems of Alabama
46
Retirement Systems of Alabama
Alabama
$4.68M +$8.26K +249 +0.2%
State Board of Administration of Florida Retirement System
47
State Board of Administration of Florida Retirement System
Florida
$4.65M
Russell Investments Group
48
Russell Investments Group
United Kingdom
$4.58M -$2.01M -60,723 -31%
Bank of America
49
Bank of America
North Carolina
$4.51M -$1.13M -34,058 -20%
CIP
50
Convergence Investment Partners
Florida
$4.45M +$1.17M +35,176 +36%

HE Hedge Fund Activity: Q1 2017 in Review

259 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q1 2017, worth a combined $1.79B — up 6.3% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new HE positions and 31 closed out — a net gain of 2 holders — while 94 added to existing stakes and 82 trimmed.

The largest buyer was BlackRock, adding an estimated $297M. The largest seller was Denver Investment Advisors, exiting entirely with an estimated $18.6M sold.

  • 259 institutional investors held Hawaiian Electric Industries (HE) as of Q1 2017, down from 264 in Q4 2016.
  • Funds reported $1.79B of Hawaiian Electric Industries stock for Q1 2017, up 6.3% quarter-over-quarter.
  • 33 funds opened new Hawaiian Electric Industries positions in Q1 2017 and 31 closed out, a net change of +2 holders.
  • The largest Hawaiian Electric Industries buyer in Q1 2017 was BlackRock, an estimated $297M added.
  • The largest Hawaiian Electric Industries seller in Q1 2017 was Denver Investment Advisors, an estimated $18.6M sold.

Based on aggregated 13F filings for Q1 2017.