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Hawaiian Electric Industries

279 hedge funds and large institutions have $1.93B invested in Hawaiian Electric Industries in 2017 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 91 increasing their positions, 70 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

329% more call options, than puts

Call options by funds: $326K | Put options by funds: $76K

104% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 26

30% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 70

10% more funds holding

Funds holding: 253279 (+26)

6% more capital invested

Capital invested by funds: $1.82B → $1.93B (+$104M)

1.15% less ownership

Funds ownership: 50.23%49.08% (-1.2%)

Holders
279
Holders Change
+26
Holders Change %
+10.28%
% of All Funds
6.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
53
Increased
91
Reduced
70
Closed
26
Calls
$326K
Puts
$76K
Net Calls
+$250K
Net Calls Change
-$801K
Name Holding Trade Value Shares
Change
Change in
Stake
CS
51
Credit Suisse
Switzerland
$5.04M +$256K +7,065 +5%
GT
52
Glenmede Trust
Pennsylvania
$4.91M
Two Sigma Advisers
53
Two Sigma Advisers
New York
$4.81M -$36.2K -1,000 -0.7%
ZIM
54
Zacks Investment Management
Illinois
$4.66M +$4.66M +128,817 New
TA
55
Teachers Advisors
New York
$4.5M +$81K +2,238 +2%
UBS Group
56
UBS Group
Switzerland
$4.3M +$1.47M +40,592 +52%
Janus Henderson Group
57
Janus Henderson Group
United Kingdom
$4.17M -$2.71M -74,900 -39%
RIA
58
RPG Investment Advisory
California
$4.12M -$43.1K -1,192 -1%
Acadian Asset Management
59
Acadian Asset Management
Massachusetts
$3.6M +$2.88M +79,588 +397%
SEI Investments
60
SEI Investments
Pennsylvania
$3.54M +$220K +6,088 +7%
USAA
61
United Services Automobile Association
Texas
$3.35M +$43.1K +1,192 +1%
CDH
62
Charles D. Hyman
$3.33M +$23.5K +650 +0.7%
BF
63
BOK Financial
Oklahoma
$3.31M -$1.08M -29,944 -25%
Comerica Bank
64
Comerica Bank
Texas
$3.29M +$16.9K +467 +0.5%
GIA
65
Gateway Investment Advisers
Ohio
$3.25M -$1.95M -54,004 -38%
MOACM
66
Mutual of America Capital Management
New York
$3.25M +$102K +2,831 +3%
VOYA Investment Management
67
VOYA Investment Management
Georgia
$3.04M -$772K -21,314 -20%
Nisa Investment Advisors
68
Nisa Investment Advisors
Missouri
$2.85M +$7.24K +200 +0.3%
ASRS
69
Arizona State Retirement System
Arizona
$2.83M +$603K +16,670 +27%
LSV Asset Management
70
LSV Asset Management
Illinois
$2.79M +$358K +9,900 +15%
Mackenzie Financial
71
Mackenzie Financial
Ontario, Canada
$2.73M +$1.26M +34,785 +85%
TPSF
72
Texas Permanent School Fund
Texas
$2.66M -$213K -5,883 -7%
BC
73
Blackstart Capital
New York
$2.6M +$2.6M +71,920 New
State of Tennessee, Department of Treasury
74
State of Tennessee, Department of Treasury
Tennessee
$2.53M +$362K +10,000 +17%
MIM
75
MetLife Investment Management
New Jersey
$2.49M +$2.49M +68,829 New

HE Hedge Fund Activity: Q4 2017 in Review

279 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q4 2017, worth a combined $1.93B — up 5.7% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new HE positions and 26 closed out — a net gain of 27 holders — while 91 added to existing stakes and 70 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $32.8M. The largest seller was First Trust Advisors, cutting an estimated $48.8M.

  • 279 institutional investors held Hawaiian Electric Industries (HE) as of Q4 2017, up from 253 in Q3 2017.
  • Funds reported $1.93B of Hawaiian Electric Industries stock for Q4 2017, up 5.7% quarter-over-quarter.
  • 53 funds opened new Hawaiian Electric Industries positions in Q4 2017 and 26 closed out, a net change of +27 holders.
  • The largest Hawaiian Electric Industries buyer in Q4 2017 was Fidelity Investments, an estimated $32.8M added.
  • The largest Hawaiian Electric Industries seller in Q4 2017 was First Trust Advisors, an estimated $48.8M sold.

Based on aggregated 13F filings for Q4 2017.