We are live on ! Find out more
HE icon

Hawaiian Electric Industries

300 hedge funds and large institutions have $2.1B invested in Hawaiian Electric Industries in 2018 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 94 increasing their positions, 90 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,514% more call options, than puts

Call options by funds: $226K | Put options by funds: $14K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

4% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 90

3% more capital invested

Capital invested by funds: $2.03B → $2.1B (+$66.3M)

0.32% more ownership

Funds ownership: 52.38%52.7% (+0.32%)

9% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 35

2% less funds holding

Funds holding: 305300 (-5)

Holders
300
Holders Change
-5
Holders Change %
-1.64%
% of All Funds
6.68%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
32
Increased
94
Reduced
90
Closed
35
Calls
$226K
Puts
$14K
Net Calls
+$212K
Net Calls Change
-$2K
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$14.4M -$3.32M -89,482 -19%
Goldman Sachs
27
Goldman Sachs
New York
$13M -$11.2M -302,827 -46%
Bank of America
28
Bank of America
North Carolina
$12.9M -$941K -25,373 -7%
BTW
29
Boston Trust Walden
Massachusetts
$12.2M -$470K -12,670 -4%
Prudential Financial
30
Prudential Financial
New Jersey
$11.7M -$3.68M -99,301 -24%
RhumbLine Advisers
31
RhumbLine Advisers
Massachusetts
$11.6M +$3.51M +94,683 +42%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$10.6M +$111 +3 +0%
Legal & General Group
33
Legal & General Group
United Kingdom
$10.5M +$526K +14,178 +5%
Ameriprise
34
Ameriprise
Minnesota
$10.5M -$592K -15,950 -5%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$10.1M -$6.67M -179,928 -39%
State of New Jersey Common Pension Fund D
36
State of New Jersey Common Pension Fund D
New Jersey
$9.15M -$1.11M -30,000 -11%
AIG
37
American International Group
New York
$8.13M +$22.2K +599 +0.3%
UBS AM
38
UBS AM
Illinois
$8.12M +$2.04M +55,016 +33%
Janus Henderson Group
39
Janus Henderson Group
United Kingdom
$7.5M +$3.89M +104,766 +105%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$7.31M -$223K -6,000 -3%
JP Morgan Chase
41
JP Morgan Chase
New York
$7.17M +$485K +13,079 +7%
Swiss National Bank
42
Swiss National Bank
Switzerland
$7.05M +$115K +3,100 +2%
Manulife (Manufacturers Life Insurance)
43
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.71M +$111K +2,987 +2%
State Board of Administration of Florida Retirement System
44
State Board of Administration of Florida Retirement System
Florida
$6.65M
AllianceBernstein
45
AllianceBernstein
Tennessee
$6.61M +$4.69M +126,567 +235%
PPL
46
PATRIZIA Pty Ltd
Australia
$6.5M -$344K -9,270 -5%
GLA
47
Great Lakes Advisors
Illinois
$6.42M +$962K +25,940 +17%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$6.42M -$49.5K -1,335 -0.8%
New York State Teachers Retirement System (NYSTRS)
49
New York State Teachers Retirement System (NYSTRS)
New York
$5.83M
Morgan Stanley
50
Morgan Stanley
New York
$5.27M -$2.71M -73,078 -34%

HE Hedge Fund Activity: Q4 2018 in Review

300 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q4 2018, worth a combined $2.1B — up 3.3% from $2.03B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of HE and 32 opened new positions — a net loss of 3 holders — while 90 trimmed existing stakes and 94 added.

The largest buyer was Acadian Asset Management, adding an estimated $16.2M. The largest seller was Wells Fargo, cutting an estimated $13.4M.

  • 300 institutional investors held Hawaiian Electric Industries (HE) as of Q4 2018, down from 305 in Q3 2018.
  • Funds reported $2.1B of Hawaiian Electric Industries stock for Q4 2018, up 3.3% quarter-over-quarter.
  • 32 funds opened new Hawaiian Electric Industries positions in Q4 2018 and 35 closed out, a net change of -3 holders.
  • The largest Hawaiian Electric Industries buyer in Q4 2018 was Acadian Asset Management, an estimated $16.2M added.
  • The largest Hawaiian Electric Industries seller in Q4 2018 was Wells Fargo, an estimated $13.4M sold.

Based on aggregated 13F filings for Q4 2018.