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Hawaiian Electric Industries

323 hedge funds and large institutions have $2.84B invested in Hawaiian Electric Industries in 2019 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 110 increasing their positions, 96 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more call options, than puts

Call options by funds: $698K | Put options by funds: $258K

38% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 26

15% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 96

2% more capital invested

Capital invested by funds: $2.77B → $2.84B (+$68.7M)

1% more funds holding

Funds holding: 321323 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.22% less ownership

Funds ownership: 55.88%55.66% (-0.22%)

Holders
323
Holders Change
+2
Holders Change %
+0.62%
% of All Funds
6.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
36
Increased
110
Reduced
96
Closed
26
Calls
$698K
Puts
$258K
Net Calls
+$440K
Net Calls Change
-$331K
Name Holding Trade Value Shares
Change
Change in
Stake
BTW
26
Boston Trust Walden
Massachusetts
$15.6M +$4.39K +98 +0%
RhumbLine Advisers
27
RhumbLine Advisers
Massachusetts
$15.6M -$86.2K -1,924 -0.6%
Bank of America
28
Bank of America
North Carolina
$14.8M -$678K -15,136 -5%
Russell Investments Group
29
Russell Investments Group
United Kingdom
$13.7M +$3.96M +88,451 +43%
Goldman Sachs
30
Goldman Sachs
New York
$13.3M +$2.77M +61,885 +28%
Man Group
31
Man Group
United Kingdom
$13.2M -$14.4M -321,863 -53%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$12.3M -$927K -20,696 -7%
Ameriprise
33
Ameriprise
Minnesota
$11.8M -$816K -18,210 -7%
Morgan Stanley
34
Morgan Stanley
New York
$10.7M +$2.05M +45,733 +25%
N
35
Nuveen
North Carolina
$10.4M -$683K -15,246 -6%
Squarepoint
36
Squarepoint
New York
$10.3M +$5.73M +127,792 +140%
AIG
37
American International Group
New York
$9.86M +$56.6K +1,262 +0.6%
Swiss National Bank
38
Swiss National Bank
Switzerland
$9.78M +$170K +3,800 +2%
UBS AM
39
UBS AM
Illinois
$9.75M -$508K -11,338 -5%
State Board of Administration of Florida Retirement System
40
State Board of Administration of Florida Retirement System
Florida
$9.42M +$600K +13,383 +7%
Los Angeles Capital Management
41
Los Angeles Capital Management
California
$9.39M +$513K +11,450 +6%
TD Asset Management
42
TD Asset Management
Ontario, Canada
$8.83M +$802K +17,900 +10%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$8.69M -$408K -9,100 -5%
AllianceBernstein
44
AllianceBernstein
Tennessee
$8.5M +$263K +5,880 +3%
New York State Teachers Retirement System (NYSTRS)
45
New York State Teachers Retirement System (NYSTRS)
New York
$8.22M +$730K +16,300 +10%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$7.85M -$223K -4,984 -3%
GLA
47
Great Lakes Advisors
Illinois
$7.43M +$85.4K +1,906 +1%
Manulife (Manufacturers Life Insurance)
48
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.16M -$405K -9,046 -6%
Janus Henderson Group
49
Janus Henderson Group
United Kingdom
$6.87M -$3.23M -71,982 -33%
PPL
50
PATRIZIA Pty Ltd
Australia
$6.7M -$209K -4,663 -3%

HE Hedge Fund Activity: Q4 2019 in Review

323 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q4 2019, worth a combined $2.84B — up 2.5% from $2.77B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new HE positions and 26 closed out — a net gain of 10 holders — while 110 added to existing stakes and 96 trimmed.

The largest buyer was ValueAct Holdings, adding an estimated $18.5M. The largest seller was Nordea Investment Management, exiting entirely with an estimated $24.3M sold.

  • 323 institutional investors held Hawaiian Electric Industries (HE) as of Q4 2019, up from 321 in Q3 2019.
  • Funds reported $2.84B of Hawaiian Electric Industries stock for Q4 2019, up 2.5% quarter-over-quarter.
  • 36 funds opened new Hawaiian Electric Industries positions in Q4 2019 and 26 closed out, a net change of +10 holders.
  • The largest Hawaiian Electric Industries buyer in Q4 2019 was ValueAct Holdings, an estimated $18.5M added.
  • The largest Hawaiian Electric Industries seller in Q4 2019 was Nordea Investment Management, an estimated $24.3M sold.

Based on aggregated 13F filings for Q4 2019.