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Hawaiian Electric Industries

291 hedge funds and large institutions have $1.15B invested in Hawaiian Electric Industries in 2024 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 92 increasing their positions, 77 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more capital invested

Capital invested by funds: $642M → $1.15B (+$506M)

32% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 53

19% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 77

7.79% more ownership

Funds ownership: 64.39%72.18% (+7.8%)

5% more funds holding

Funds holding: 277291 (+14)

25% less call options, than puts

Call options by funds: $26.6M | Put options by funds: $35.5M

Holders
291
Holders Change
+14
Holders Change %
+5.05%
% of All Funds
4.18%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.04%
New
70
Increased
92
Reduced
77
Closed
53
Calls
$26.6M
Puts
$35.5M
Net Calls
-$8.86M
Net Calls Change
-$180K
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$5.82M +$4.83M +389,808 +184%
Federated Hermes
27
Federated Hermes
Pennsylvania
$5.77M +$7.38M +596,015 New
GF
28
Gabelli Funds
New York
$5.03M +$37.2K +3,000 +0.6%
SGM
29
Seven Grand Managers
New York
$4.89M +$6.26M +505,000 New
Bank of America
30
Bank of America
North Carolina
$4.46M +$994K +80,209 +21%
First Trust Advisors
31
First Trust Advisors
Illinois
$4.17M -$10.4M -835,511 -66%
Legal & General Group
32
Legal & General Group
United Kingdom
$4.09M +$634K +51,151 +14%
Mitsubishi UFJ Trust & Banking
33
Mitsubishi UFJ Trust & Banking
Japan
$4M +$4.11M +331,520 +407%
WC
34
Wexford Capital
Florida
$3.93M +$5.04M +406,423 New
Allianz Asset Management
35
Allianz Asset Management
Germany
$3.77M +$4.37M +353,052 +964%
N
36
Nuveen
North Carolina
$3.61M +$857K +69,141 +23%
Group One Trading
37
Group One Trading
Illinois
$3.42M +$3.37M +272,031 +336%
Stifel Financial
38
Stifel Financial
Missouri
$3.31M +$3.74M +302,091 +763%
Swiss National Bank
39
Swiss National Bank
Switzerland
$3.11M +$1.3M +105,000 +49%
JP Morgan Chase
40
JP Morgan Chase
New York
$2.99M -$11.9M -960,347 -76%
RC
41
RBF Capital
California
$2.9M +$3.22M +260,000 +650%
Deutsche Bank
42
Deutsche Bank
Germany
$2.78M +$504K +40,678 +16%
COPPSERS
43
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.68M +$990K +79,875 +41%
AQR Capital Management
44
AQR Capital Management
Connecticut
$2.63M -$79.6M -6,421,755 -96%
UBS AM
45
UBS AM
Illinois
$2.62M -$53.9K -4,348 -2%
HF
46
HRT Financial
New York
$2.53M +$3.24M +261,526 New
Renaissance Technologies
47
Renaissance Technologies
New York
$2.53M +$3.23M +261,000 New
Tudor Investment Corp
48
Tudor Investment Corp
Connecticut
$2.49M +$998K +80,567 +45%
Barclays
49
Barclays
United Kingdom
$2.47M +$1.03M +83,496 +49%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$2.35M +$2.52M +203,733 +526%

HE Hedge Fund Activity: Q3 2024 in Review

291 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q3 2024, worth a combined $1.15B — up 79% from $642M a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new HE positions and 53 closed out — a net gain of 17 holders — while 92 added to existing stakes and 77 trimmed.

The largest buyer was Zimmer Partners, opening a new position worth an estimated $186M. The largest seller was AQR Capital Management, cutting an estimated $79.6M.

  • 291 institutional investors held Hawaiian Electric Industries (HE) as of Q3 2024, up from 277 in Q2 2024.
  • Funds reported $1.15B of Hawaiian Electric Industries stock for Q3 2024, up 79% quarter-over-quarter.
  • 70 funds opened new Hawaiian Electric Industries positions in Q3 2024 and 53 closed out, a net change of +17 holders.
  • The largest Hawaiian Electric Industries buyer in Q3 2024 was Zimmer Partners, an estimated $186M added.
  • The largest Hawaiian Electric Industries seller in Q3 2024 was AQR Capital Management, an estimated $79.6M sold.

Based on aggregated 13F filings for Q3 2024.