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Hawaiian Electric Industries

253 hedge funds and large institutions have $1.82B invested in Hawaiian Electric Industries in 2017 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 83 increasing their positions, 86 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

3% more funds holding

Funds holding: 246253 (+7)

4% more capital invested

Capital invested by funds: $1.75B → $1.82B (+$70.5M)

0.42% more ownership

Funds ownership: 49.82%50.23% (+0.42%)

3% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 86

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
253
Holders Change
+7
Holders Change %
+2.85%
% of All Funds
6.31%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
25
Increased
83
Reduced
86
Closed
15
Calls
$1.05M
Puts
Net Calls
+$1.05M
Net Calls Change
+$225K
Name Holding Trade Value Shares
Change
Change in
Stake
GT
51
Glenmede Trust
Pennsylvania
$4.54M +$3.77M +113,980 +519%
Two Sigma Advisers
52
Two Sigma Advisers
New York
$4.48M -$565K -17,076 -11%
UBS AM
53
UBS AM
Illinois
$4.46M +$745K +22,510 +20%
CS
54
Credit Suisse
Switzerland
$4.42M +$1.18M +35,605 +37%
Bank of America
55
Bank of America
North Carolina
$4.29M -$324K -9,807 -7%
TA
56
Teachers Advisors
New York
$4.07M -$78.6K -2,375 -2%
BF
57
BOK Financial
Oklahoma
$4.06M -$257K -7,765 -6%
RIA
58
RPG Investment Advisory
California
$3.84M -$41.2K -1,246 -1%
Fidelity Investments
59
Fidelity Investments
Massachusetts
$3.63M
VOYA Investment Management
60
VOYA Investment Management
Georgia
$3.52M +$1.52K +46 +0%
Russell Investments Group
61
Russell Investments Group
United Kingdom
$3.49M -$967K -29,241 -22%
Comerica Bank
62
Comerica Bank
Texas
$3.44M +$3.44K +104 +0.1%
MLICM
63
Metropolitan Life Insurance Company (MetLife)
New York
$3.42M -$496 -15 -0%
Asset Management One
64
Asset Management One
Japan
$3.33M -$3.31M -100,000 -50%
SEI Investments
65
SEI Investments
Pennsylvania
$3.06M +$907K +27,409 +43%
CDH
66
Charles D. Hyman
$3.06M -$218K -6,600 -7%
USAA
67
United Services Automobile Association
Texas
$3.05M
NA
68
Neuburgh Advisers
California
$3M +$209K +6,324 +8%
MOACM
69
Mutual of America Capital Management
New York
$2.9M -$22.2K -671 -0.8%
TPSF
70
Texas Permanent School Fund
Texas
$2.65M +$629 +19 +0%
Nisa Investment Advisors
71
Nisa Investment Advisors
Missouri
$2.62M -$430K -13,000 -14%
UBS Group
72
UBS Group
Switzerland
$2.62M +$305K +9,227 +13%
FCM
73
Flinton Capital Management
Pennsylvania
$2.47M +$172K +5,208 +8%
Jacobs Levy Equity Management
74
Jacobs Levy Equity Management
New Jersey
$2.36M
Allianz Asset Management
75
Allianz Asset Management
Germany
$2.32M +$2.3M +69,657 New

HE Hedge Fund Activity: Q3 2017 in Review

253 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q3 2017, worth a combined $1.82B — up 4% from $1.75B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new HE positions and 15 closed out — a net gain of 10 holders — while 83 added to existing stakes and 86 trimmed.

The largest buyer was Boston Trust Walden, opening a new position worth an estimated $13.6M. The largest seller was State of Michigan Retirement System, cutting an estimated $22.4M.

  • 253 institutional investors held Hawaiian Electric Industries (HE) as of Q3 2017, up from 246 in Q2 2017.
  • Funds reported $1.82B of Hawaiian Electric Industries stock for Q3 2017, up 4% quarter-over-quarter.
  • 25 funds opened new Hawaiian Electric Industries positions in Q3 2017 and 15 closed out, a net change of +10 holders.
  • The largest Hawaiian Electric Industries buyer in Q3 2017 was Boston Trust Walden, an estimated $13.6M added.
  • The largest Hawaiian Electric Industries seller in Q3 2017 was State of Michigan Retirement System, an estimated $22.4M sold.

Based on aggregated 13F filings for Q3 2017.