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Hawaiian Electric Industries

232 hedge funds and large institutions have $1.59B invested in Hawaiian Electric Industries in 2016 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 97 increasing their positions, 58 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

484% more call options, than puts

Call options by funds: $3.51M | Put options by funds: $601K

79% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 14

67% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 58

4% more funds holding

Funds holding: 223232 (+9)

4% more capital invested

Capital invested by funds: $1.52B → $1.59B (+$64.4M)

0.45% more ownership

Funds ownership: 44.42%44.87% (+0.45%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
232
Holders Change
+9
Holders Change %
+4.04%
% of All Funds
6.19%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
25
Increased
97
Reduced
58
Closed
14
Calls
$3.51M
Puts
$601K
Net Calls
+$2.91M
Net Calls Change
+$2.86M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
51
UBS AM
Illinois
$3.72M +$69.6K +2,112 +2%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$3.54M +$850K +25,788 +31%
GIA
53
Gateway Investment Advisers
Ohio
$3.44M
VOYA Investment Management
54
VOYA Investment Management
Georgia
$3.4M +$2.31M +70,093 +208%
MLICM
55
Metropolitan Life Insurance Company (MetLife)
New York
$3.32M +$125K +3,797 +4%
CDH
56
Charles D. Hyman
$3.32M +$3.29K +100 +0.1%
TPSF
57
Texas Permanent School Fund
Texas
$2.71M -$117K -3,560 -4%
JHIU
58
Janus Henderson Investors US
Colorado
$2.66M +$1.14M +34,700 +75%
BlackRock
59
BlackRock
New York
$2.64M +$1.02M +31,066 +63%
MOACM
60
Mutual of America Capital Management
New York
$2.63M +$244K +7,414 +10%
Comerica Bank
61
Comerica Bank
Texas
$2.55M +$71K +2,153 +3%
BG
62
BlackRock Group
United Kingdom
$2.49M +$49.3K +1,495 +2%
LTFS
63
Ladenburg Thalmann Financial Services
Florida
$2.45M +$356K +10,809 +17%
GC
64
Guggenheim Capital
Illinois
$2.43M +$291K +8,843 +14%
Legal & General Group
65
Legal & General Group
United Kingdom
$2.38M -$156K -4,745 -6%
State of Wisconsin Investment Board
66
State of Wisconsin Investment Board
Wisconsin
$2.29M -$155K -4,700 -6%
Federated Hermes
67
Federated Hermes
Pennsylvania
$2.29M +$287K +8,699 +14%
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$2.17M +$1.81M +55,000 +493%
BF
69
BOK Financial
Oklahoma
$2.17M -$2.2M -66,753 -50%
AllianceBernstein
70
AllianceBernstein
Tennessee
$2.16M -$36.6K -1,110 -2%
Prudential Financial
71
Prudential Financial
New Jersey
$2.13M +$26.4K +800 +1%
UBS Group
72
UBS Group
Switzerland
$2.1M -$183K -5,554 -8%
Invesco
73
Invesco
Georgia
$2.06M +$99K +3,005 +5%
Canada Life
74
Canada Life
Manitoba, Canada
$2.04M +$1.68M +50,869 +450%
ERSOT
75
Employees Retirement System of Texas
Texas
$1.97M

HE Hedge Fund Activity: Q2 2016 in Review

232 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q2 2016, worth a combined $1.59B — up 4.2% from $1.52B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new HE positions and 14 closed out — a net gain of 11 holders — while 97 added to existing stakes and 58 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $13.5M. The largest seller was Credit Suisse, cutting an estimated $21.3M.

  • 232 institutional investors held Hawaiian Electric Industries (HE) as of Q2 2016, up from 223 in Q1 2016.
  • Funds reported $1.59B of Hawaiian Electric Industries stock for Q2 2016, up 4.2% quarter-over-quarter.
  • 25 funds opened new Hawaiian Electric Industries positions in Q2 2016 and 14 closed out, a net change of +11 holders.
  • The largest Hawaiian Electric Industries buyer in Q2 2016 was First Trust Advisors, an estimated $13.5M added.
  • The largest Hawaiian Electric Industries seller in Q2 2016 was Credit Suisse, an estimated $21.3M sold.

Based on aggregated 13F filings for Q2 2016.