Hawaiian Electric Industries
214 hedge funds and large institutions have $1.45B invested in Hawaiian Electric Industries in 2015 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 68 increasing their positions, 66 reducing their positions, and 37 closing their positions.
3% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 66
0% more capital invested
Capital invested by funds: $1.45B → $1.45B (+$1.48M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.18% less ownership
Funds ownership: 42.22% → 42.03% (-0.18%)
7% less funds holding
Funds holding: 229 → 214 (-15)
32% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 37
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $430K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$29.1M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$9.07M |
| 3 |
Barclays
London,
United Kingdom
|
+$8.54M |
| 4 |
Two Sigma Investments
New York
|
+$7.87M |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$6.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCP
Lombardia Capital Partners
Pasadena,
California
|
-$34.2M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
-$33.5M |
| 3 |
Bank of New York Mellon
New York
|
-$31.1M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
-$21.3M |
| 5 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$14.7M |
HE Hedge Fund Activity: Q1 2015 in Review
214 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q1 2015, worth a combined $1.45B — up 0.1% from $1.45B a quarter earlier.
Sellers outnumbered buyers: 37 funds closed out of HE and 25 opened new positions — a net loss of 12 holders — while 66 trimmed existing stakes and 68 added.
The largest buyer was Morgan Stanley, adding an estimated $29.1M. The largest seller was Lombardia Capital Partners, exiting entirely with an estimated $34.2M sold.
- 214 institutional investors held Hawaiian Electric Industries (HE) as of Q1 2015, down from 229 in Q4 2014.
- Funds reported $1.45B of Hawaiian Electric Industries stock for Q1 2015, up 0.1% quarter-over-quarter.
- 25 funds opened new Hawaiian Electric Industries positions in Q1 2015 and 37 closed out, a net change of -12 holders.
- The largest Hawaiian Electric Industries buyer in Q1 2015 was Morgan Stanley, an estimated $29.1M added.
- The largest Hawaiian Electric Industries seller in Q1 2015 was Lombardia Capital Partners, an estimated $34.2M sold.
Based on aggregated 13F filings for Q1 2015.