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Hawaiian Electric Industries

259 hedge funds and large institutions have $1.79B invested in Hawaiian Electric Industries in 2017 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 94 increasing their positions, 82 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

312% more call options, than puts

Call options by funds: $1.21M | Put options by funds: $294K

15% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 82

6% more capital invested

Capital invested by funds: $1.68B → $1.79B (+$107M)

2.6% more ownership

Funds ownership: 46.86%49.46% (+2.6%)

6% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 31

2% less funds holding

Funds holding: 264259 (-5)

Holders
259
Holders Change
-5
Holders Change %
-1.89%
% of All Funds
6.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
94
Reduced
82
Closed
31
Calls
$1.21M
Puts
$294K
Net Calls
+$917K
Net Calls Change
+$587K
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
76
Royal Bank of Canada
Ontario, Canada
$2.09M -$1.76M -52,979 -46%
AllianceBernstein
77
AllianceBernstein
Tennessee
$2.02M -$86.3K -2,600 -4%
PP
78
Paloma Partners
Connecticut
$2.02M +$1.49M +44,847 +285%
Ohio Public Employees Retirement System (OPERS)
79
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.92M +$4.58K +138 +0.2%
SFM
80
Systematic Financial Management
New Jersey
$1.86M -$11.4K -345 -0.6%
T. Rowe Price Associates
81
T. Rowe Price Associates
Maryland
$1.77M -$322K -9,694 -15%
BA
82
Bennicas & Associates
California
$1.76M -$83K -2,500 -5%
OAC
83
OMERS Administration Corp
Ontario, Canada
$1.75M +$345K +10,400 +25%
MSA
84
Mason Street Advisors
Wisconsin
$1.71M +$24K +723 +1%
MERSOM
85
Municipal Employees' Retirement System of Michigan
Michigan
$1.68M +$30.2K +910 +2%
LTFS
86
Ladenburg Thalmann Financial Services
Florida
$1.67M -$49.2K -1,484 -3%
NA
87
Neuburgh Advisers
California
$1.66M +$945K +28,492 +133%
LMGAM
88
Liberty Mutual Group Asset Management
Massachusetts
$1.62M +$98.3K +2,961 +6%
Acadian Asset Management
89
Acadian Asset Management
Massachusetts
$1.55M +$801K +24,142 +108%
ASRS
90
Arizona State Retirement System
Arizona
$1.51M -$108K -3,263 -7%
Creative Planning
91
Creative Planning
Kansas
$1.45M +$18.8K +568 +1%
SEI Investments
92
SEI Investments
Pennsylvania
$1.41M +$1.32M +39,728 +1,560%
ZIG
93
Zurich Insurance Group
Switzerland
$1.4M +$1.39M +41,922 New
FCM
94
Flinton Capital Management
Pennsylvania
$1.37M +$779K +23,464 +133%
AG
95
Advisor Group
Arizona
$1.28M -$2.46K -74 -0.2%
Squarepoint
96
Squarepoint
New York
$1.25M +$1.25M +37,647 New
OPERF
97
Oregon Public Employees Retirement Fund
Oregon
$1.24M +$16.6K +500 +1%
RCM
98
Riverhead Capital Management
Delaware
$1.22M +$697K +21,000 +134%
D.E. Shaw & Co
99
D.E. Shaw & Co
New York
$1.2M -$3.24M -97,619 -73%
AIS
100
American Investment Services
Massachusetts
$1.09M

HE Hedge Fund Activity: Q1 2017 in Review

259 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q1 2017, worth a combined $1.79B — up 6.3% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new HE positions and 31 closed out — a net gain of 2 holders — while 94 added to existing stakes and 82 trimmed.

The largest buyer was BlackRock, adding an estimated $297M. The largest seller was Denver Investment Advisors, exiting entirely with an estimated $18.6M sold.

  • 259 institutional investors held Hawaiian Electric Industries (HE) as of Q1 2017, down from 264 in Q4 2016.
  • Funds reported $1.79B of Hawaiian Electric Industries stock for Q1 2017, up 6.3% quarter-over-quarter.
  • 33 funds opened new Hawaiian Electric Industries positions in Q1 2017 and 31 closed out, a net change of +2 holders.
  • The largest Hawaiian Electric Industries buyer in Q1 2017 was BlackRock, an estimated $297M added.
  • The largest Hawaiian Electric Industries seller in Q1 2017 was Denver Investment Advisors, an estimated $18.6M sold.

Based on aggregated 13F filings for Q1 2017.