Hawaiian Electric Industries
224 hedge funds and large institutions have $1.17B invested in Hawaiian Electric Industries in 2014 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 85 increasing their positions, 58 reducing their positions, and 16 closing their positions.
81% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 16
47% more repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 58
5% more capital invested
Capital invested by funds: $1.11B → $1.17B (+$60.1M)
5% more funds holding
Funds holding: 213 → 224 (+11)
2.64% more ownership
Funds ownership: 42.82% → 45.46% (+2.6%)
68% less call options, than puts
Call options by funds: $249K | Put options by funds: $778K
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCP
Lombardia Capital Partners
Pasadena,
California
|
+$42.2M |
| 2 |
Bank of New York Mellon
New York
|
+$15.7M |
| 3 |
ACA
Anchor Capital Advisors
Boston,
Massachusetts
|
+$9.48M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$9.35M |
| 5 |
DVM
Dreman Value Management
West Palm Beach,
Florida
|
+$9.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$22M |
| 2 |
ECP
Electron Capital Partners
New York
|
-$7.94M |
| 3 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$5M |
| 4 |
WI
WHV Investments
San Francisco,
California
|
-$3.85M |
| 5 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$3.84M |
HE Hedge Fund Activity: Q1 2014 in Review
224 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q1 2014, worth a combined $1.17B — up 5.4% from $1.11B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new HE positions and 16 closed out — a net gain of 13 holders — while 85 added to existing stakes and 58 trimmed.
The largest buyer was Lombardia Capital Partners, opening a new position worth an estimated $42.2M. The largest seller was Fidelity Investments, cutting an estimated $22M.
- 224 institutional investors held Hawaiian Electric Industries (HE) as of Q1 2014, up from 213 in Q4 2013.
- Funds reported $1.17B of Hawaiian Electric Industries stock for Q1 2014, up 5.4% quarter-over-quarter.
- 29 funds opened new Hawaiian Electric Industries positions in Q1 2014 and 16 closed out, a net change of +13 holders.
- The largest Hawaiian Electric Industries buyer in Q1 2014 was Lombardia Capital Partners, an estimated $42.2M added.
- The largest Hawaiian Electric Industries seller in Q1 2014 was Fidelity Investments, an estimated $22M sold.
Based on aggregated 13F filings for Q1 2014.