We are live on ! Find out more
HE icon

Hawaiian Electric Industries

300 hedge funds and large institutions have $2.1B invested in Hawaiian Electric Industries in 2018 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 94 increasing their positions, 90 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,514% more call options, than puts

Call options by funds: $226K | Put options by funds: $14K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

4% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 90

3% more capital invested

Capital invested by funds: $2.03B → $2.1B (+$66.3M)

0.32% more ownership

Funds ownership: 52.38%52.7% (+0.32%)

9% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 35

2% less funds holding

Funds holding: 305300 (-5)

Holders
300
Holders Change
-5
Holders Change %
-1.64%
% of All Funds
6.68%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
32
Increased
94
Reduced
90
Closed
35
Calls
$226K
Puts
$14K
Net Calls
+$212K
Net Calls Change
-$2K
Name Holding Trade Value Shares
Change
Change in
Stake
TCIM
51
TIAA CREF Investment Management
New York
$5.18M +$439K +11,824 +9%
Retirement Systems of Alabama
52
Retirement Systems of Alabama
Alabama
$5.17M +$17.2K +464 +0.3%
TA
53
Teachers Advisors
New York
$4.97M -$942K -25,408 -16%
ZIM
54
Zacks Investment Management
Illinois
$4.78M -$55.2K -1,489 -1%
TCM
55
Twin Capital Management
Pennsylvania
$4.31M -$3.34K -90 -0.1%
Barclays
56
Barclays
United Kingdom
$3.83M +$196K +5,285 +5%
SEI Investments
57
SEI Investments
Pennsylvania
$3.81M +$634K +17,095 +20%
AG
58
Aperio Group
California
$3.78M -$63.1K -1,701 -2%
MAM
59
Martingale Asset Management
Massachusetts
$3.6M +$61.2K +1,651 +2%
MOACM
60
Mutual of America Capital Management
New York
$3.45M +$42.9K +1,157 +1%
TD Asset Management
61
TD Asset Management
Ontario, Canada
$3.34M +$2.1M +56,500 +163%
LSV Asset Management
62
LSV Asset Management
Illinois
$3.34M
GIA
63
Gateway Investment Advisers
Ohio
$3.3M
CDH
64
Charles D. Hyman
$3.25M
Nisa Investment Advisors
65
Nisa Investment Advisors
Missouri
$3.19M +$223K +6,000 +7%
Comerica Bank
66
Comerica Bank
Texas
$2.92M -$1.61M -43,449 -35%
Ohio Public Employees Retirement System (OPERS)
67
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.89M -$438K -11,803 -13%
ASRS
68
Arizona State Retirement System
Arizona
$2.86M +$31.1K +838 +1%
GC
69
Guggenheim Capital
Illinois
$2.77M +$577K +15,556 +26%
T. Rowe Price Associates
70
T. Rowe Price Associates
Maryland
$2.73M +$521K +14,051 +23%
Los Angeles Capital Management
71
Los Angeles Capital Management
California
$2.71M
Arrowstreet Capital
72
Arrowstreet Capital
Massachusetts
$2.7M +$2.73M +73,688 New
TPSF
73
Texas Permanent School Fund
Texas
$2.61M +$102K +2,742 +4%
CS
74
Credit Suisse
Switzerland
$2.57M -$1.43M -38,621 -35%
Deutsche Bank
75
Deutsche Bank
Germany
$2.55M -$1.18M -31,817 -31%

HE Hedge Fund Activity: Q4 2018 in Review

300 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q4 2018, worth a combined $2.1B — up 3.3% from $2.03B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of HE and 32 opened new positions — a net loss of 3 holders — while 90 trimmed existing stakes and 94 added.

The largest buyer was Acadian Asset Management, adding an estimated $16.2M. The largest seller was Wells Fargo, cutting an estimated $13.4M.

  • 300 institutional investors held Hawaiian Electric Industries (HE) as of Q4 2018, down from 305 in Q3 2018.
  • Funds reported $2.1B of Hawaiian Electric Industries stock for Q4 2018, up 3.3% quarter-over-quarter.
  • 32 funds opened new Hawaiian Electric Industries positions in Q4 2018 and 35 closed out, a net change of -3 holders.
  • The largest Hawaiian Electric Industries buyer in Q4 2018 was Acadian Asset Management, an estimated $16.2M added.
  • The largest Hawaiian Electric Industries seller in Q4 2018 was Wells Fargo, an estimated $13.4M sold.

Based on aggregated 13F filings for Q4 2018.