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Hawaiian Electric Industries
HE

223 hedge funds and large institutions have $1.52B invested in Hawaiian Electric Industries in 2016 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 80 increasing their positions, 63 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 15

27% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 63

14% more capital invested

Capital invested by funds: $1.34B → $1.52B (+$188M)

8% more funds holding

Funds holding: 207 → 223 (+16)

1.33% more ownership

Funds ownership: 43.09% → 44.42% (+1.3%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
223
Holders Change
+16
Holders Change %
+7.73%
% of All Funds
5.94%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
32
Increased
80
Reduced
63
Closed
15
Calls
$49K
Puts
–
Net Calls
+$49K
Net Calls Change
+$52K

Top Buyers

1
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$24M
2
JP Morgan Chase
JP Morgan Chase
New York
+$18.7M
3
ECP
Electron Capital Partners
New York
+$17.1M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$10.9M
5
KWILP
Kiwi Wealth Investments Limited Partnership
New Zealand
+$7.61M

Top Sellers

1
ICM
Indaba Capital Management
California
-$19.4M
2
Deutsche Bank
Deutsche Bank
Germany
-$17.2M
3
Morgan Stanley
Morgan Stanley
New York
-$16.4M
4
Two Sigma Investments
Two Sigma Investments
New York
-$3.3M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$3.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
76
BlackRock
New York
$1.6M +$262K +8,744 +22%
GI
77
GAMCO Investors
Connecticut
$1.59M -$475K -15,858 -24%
OFG
78
OTA Financial Group
New York
$1.56M -$134K -4,475 -8%
Ohio Public Employees Retirement System (OPERS)
79
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.55M +$175K +5,840 +14%
SG Americas Securities
80
SG Americas Securities
New York
$1.54M +$512K +17,092 +56%
MSA
81
Mason Street Advisors
Wisconsin
$1.52M +$55.4K +1,851 +4%
JHIU
82
Janus Henderson Investors US
Colorado
$1.51M -$165K -5,500 -11%
ST
83
Spot Trading
Illinois
$1.42M +$1.32M +43,952 New
LMGAM
84
Liberty Mutual Group Asset Management
Massachusetts
$1.38M -$797K -26,607 -38%
T. Rowe Price Associates
85
T. Rowe Price Associates
Maryland
$1.34M +$246K +8,208 +25%
GCIA
86
Gabelli & Co Investment Advisers
New York
$1.34M -$1.35M -45,055 -52%
Two Sigma Investments
87
Two Sigma Investments
New York
$1.25M -$3.3M -110,014 -74%
Baird Financial Group
88
Baird Financial Group
Wisconsin
$1.25M +$172K +5,748 +18%
Citigroup
89
Citigroup
New York
$1.21M +$155K +5,188 +16%
AIS
90
American Investment Services
Massachusetts
$1.18M – – –
MERSOM
91
Municipal Employees' Retirement System of Michigan
Michigan
$1.16M +$44.6K +1,490 +4%
OPERF
92
Oregon Public Employees Retirement Fund
Oregon
$1.14M +$41.6K +1,390 +4%
VOYA Investment Management
93
VOYA Investment Management
Georgia
$1.09M -$20.8K -696 -2%
Creative Planning
94
Creative Planning
Kansas
$1.07M +$199K +6,651 +25%
JG
95
Jefferies Group
New York
$1.04M +$959K +32,002 New
AWCI
96
Alpine Woods Capital Investors
New York
$1.02M – – –
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$982K +$105K +3,502 +13%
BPC
98
Banque Pictet & Cie
Switzerland
$972K +$899K +30,000 New
PNAA
99
Pictet North America Advisors
Switzerland
$972K +$899K +30,000 New
LSERS
100
Louisiana State Employees Retirement System
Louisiana
$969K +$5.99K +200 +0.7%
2 3
4
5 6

HE Hedge Fund Activity: Q1 2016 in Review

223 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q1 2016, worth a combined $1.52B — up 14% from $1.34B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new HE positions and 15 closed out — a net gain of 17 holders — while 80 added to existing stakes and 63 trimmed.

The largest buyer was Adage Capital Partners, opening a new position worth an estimated $24M. The largest seller was Indaba Capital Management, exiting entirely with an estimated $19.4M sold.

  • 223 institutional investors held Hawaiian Electric Industries (HE) as of Q1 2016, up from 207 in Q4 2015.
  • Funds reported $1.52B of Hawaiian Electric Industries stock for Q1 2016, up 14% quarter-over-quarter.
  • 32 funds opened new Hawaiian Electric Industries positions in Q1 2016 and 15 closed out, a net change of +17 holders.
  • The largest Hawaiian Electric Industries buyer in Q1 2016 was Adage Capital Partners, an estimated $24M added.
  • The largest Hawaiian Electric Industries seller in Q1 2016 was Indaba Capital Management, an estimated $19.4M sold.

Based on aggregated 13F filings for Q1 2016.