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Hawaiian Electric Industries
HE

207 hedge funds and large institutions have $1.34B invested in Hawaiian Electric Industries in 2015 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 80 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

43% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 56

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

1% more funds holding

Funds holding: 205 → 207 (+2)

0% more capital invested

Capital invested by funds: $1.33B → $1.34B (+$790K)

0.37% less ownership

Funds ownership: 43.46% → 43.09% (-0.37%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3K

Holders
207
Holders Change
+2
Holders Change %
+0.98%
% of All Funds
5.43%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
21
Increased
80
Reduced
56
Closed
16
Calls
–
Puts
$3K
Net Calls
-$3K
Net Calls Change
-$124K

Top Buyers

1
ICM
Indaba Capital Management
California
+$19.3M
2
ECP
Electron Capital Partners
New York
+$7.75M
3
Wells Fargo
Wells Fargo
California
+$5.72M
4
BFA
BlackRock Fund Advisors
California
+$5.34M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$5.23M

Top Sellers

1
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$44.6M
2
AAM
Advisors Asset Management
Colorado
-$10.3M
3
CS
Credit Suisse
Switzerland
-$9.56M
4
Barclays
Barclays
United Kingdom
-$5.99M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$5.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
PPA
51
Parametric Portfolio Associates
Washington
$2.93M +$243K +8,415 +9%
CDH
52
Charles D. Hyman
$2.93M -$92.3K -3,200 -3%
Bank of Nova Scotia
53
Bank of Nova Scotia
Ontario, Canada
$2.9M +$2.88M +100,000 New
TA
54
Teachers Advisors
New York
$2.83M +$46.6K +1,618 +2%
MLICM
55
Metropolitan Life Insurance Company (MetLife)
New York
$2.74M +$11.2K +390 +0.4%
TPSF
56
Texas Permanent School Fund
Texas
$2.58M +$8.13K +282 +0.3%
GCIA
57
Gabelli & Co Investment Advisers
New York
$2.5M -$794K -27,550 -24%
Legal & General Group
58
Legal & General Group
United Kingdom
$2.46M +$8.36K +290 +0.3%
Comerica Bank
59
Comerica Bank
Texas
$2.39M -$35.9K -1,244 -1%
GC
60
Guggenheim Capital
Illinois
$2.36M -$1.94M -67,372 -45%
State of Wisconsin Investment Board
61
State of Wisconsin Investment Board
Wisconsin
$2.26M -$60K -2,080 -3%
UBS Group
62
UBS Group
Switzerland
$2.21M +$247K +8,574 +13%
MOACM
63
Mutual of America Capital Management
New York
$2.06M -$7.44K -258 -0.4%
LMGAM
64
Liberty Mutual Group Asset Management
Massachusetts
$2M +$678K +23,500 +51%
AllianceBernstein
65
AllianceBernstein
Tennessee
$1.98M -$47.6K -1,652 -2%
PAM
66
Panagora Asset Management
Massachusetts
$1.93M +$405K +14,059 +27%
RFC
67
Russell Frank Company
Washington
$1.92M +$328K +11,373 +21%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$1.89M +$1.08M +37,524 +136%
Prudential Financial
69
Prudential Financial
New Jersey
$1.88M +$17.3K +600 +0.9%
GI
70
GAMCO Investors
Connecticut
$1.88M -$506K -17,564 -21%
LTFS
71
Ladenburg Thalmann Financial Services
Florida
$1.87M +$47.9K +1,661 +3%
Invesco
72
Invesco
Georgia
$1.79M -$490K -16,995 -22%
Federated Hermes
73
Federated Hermes
Pennsylvania
$1.74M +$23.3K +807 +1%
BG
74
BlackRock Group
United Kingdom
$1.73M +$13.7K +476 +0.8%
BA
75
Bennicas & Associates
California
$1.71M -$124K -4,300 -7%
1 2
3
4 5

HE Hedge Fund Activity: Q4 2015 in Review

207 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q4 2015, worth a combined $1.34B — up 0.06% from $1.33B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new HE positions and 16 closed out — a net gain of 5 holders — while 80 added to existing stakes and 56 trimmed.

The largest buyer was Indaba Capital Management, opening a new position worth an estimated $19.3M. The largest seller was Grantham, Mayo, Van Otterloo & Co (GMO), exiting entirely with an estimated $44.6M sold.

  • 207 institutional investors held Hawaiian Electric Industries (HE) as of Q4 2015, up from 205 in Q3 2015.
  • Funds reported $1.34B of Hawaiian Electric Industries stock for Q4 2015, up 0.06% quarter-over-quarter.
  • 21 funds opened new Hawaiian Electric Industries positions in Q4 2015 and 16 closed out, a net change of +5 holders.
  • The largest Hawaiian Electric Industries buyer in Q4 2015 was Indaba Capital Management, an estimated $19.3M added.
  • The largest Hawaiian Electric Industries seller in Q4 2015 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $44.6M sold.

Based on aggregated 13F filings for Q4 2015.