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Hawaiian Electric Industries

253 hedge funds and large institutions have $1.82B invested in Hawaiian Electric Industries in 2017 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 83 increasing their positions, 86 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

3% more funds holding

Funds holding: 246253 (+7)

4% more capital invested

Capital invested by funds: $1.75B → $1.82B (+$70.5M)

0.42% more ownership

Funds ownership: 49.82%50.23% (+0.42%)

3% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 86

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
253
Holders Change
+7
Holders Change %
+2.85%
% of All Funds
6.31%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
25
Increased
83
Reduced
86
Closed
15
Calls
$1.05M
Puts
Net Calls
+$1.05M
Net Calls Change
+$225K
Name Holding Trade Value Shares
Change
Change in
Stake
Robeco Institutional Asset Management
76
Robeco Institutional Asset Management
Netherlands
$2.28M
LSV Asset Management
77
LSV Asset Management
Illinois
$2.25M +$2.23M +67,300 New
RCM
78
Riverhead Capital Management
Delaware
$2.21M +$151K +4,569 +7%
Canada Life
79
Canada Life
Manitoba, Canada
$2.21M -$236K -7,134 -10%
Ohio Public Employees Retirement System (OPERS)
80
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.08M +$199K +6,006 +11%
ASRS
81
Arizona State Retirement System
Arizona
$2.06M +$524K +15,832 +35%
State of Tennessee, Department of Treasury
82
State of Tennessee, Department of Treasury
Tennessee
$2M -$3.64M -110,000 -65%
BPC
83
Banque Pictet & Cie
Switzerland
$2M -$827K -25,000 -29%
PNAA
84
Pictet North America Advisors
Switzerland
$2M -$827K -25,000 -29%
AllianceBernstein
85
AllianceBernstein
Tennessee
$1.95M -$22.5K -680 -1%
TAM
86
Tyers Asset Management
Texas
$1.94M +$135K +4,092 +8%
CCMH
87
Cornerstone Capital Management Holdings
New York
$1.87M +$1.65M +49,749 +800%
Federated Hermes
88
Federated Hermes
Pennsylvania
$1.81M -$36.7K -1,109 -2%
MSA
89
Mason Street Advisors
Wisconsin
$1.8M +$28.8K +870 +2%
LTFS
90
Ladenburg Thalmann Financial Services
Florida
$1.79M +$111K +3,362 +7%
BA
91
Bennicas & Associates
California
$1.75M -$9.93K -300 -0.6%
T. Rowe Price Associates
92
T. Rowe Price Associates
Maryland
$1.68M -$79.1K -2,390 -5%
D.E. Shaw & Co
93
D.E. Shaw & Co
New York
$1.64M +$896K +27,080 +124%
SFM
94
Systematic Financial Management
New Jersey
$1.55M -$98.8K -2,985 -6%
Teacher Retirement System of Texas
95
Teacher Retirement System of Texas
Texas
$1.45M +$636K +19,215 +80%
Creative Planning
96
Creative Planning
Kansas
$1.44M -$62.8K -1,898 -4%
SDIC
97
South Dakota Investment Council
South Dakota
$1.42M
GHCM
98
Glen Harbor Capital Management
California
$1.41M +$98.5K +2,976 +8%
BNP Paribas Financial Markets
99
BNP Paribas Financial Markets
France
$1.38M -$176K -5,309 -11%
SOMRS
100
State of Michigan Retirement System
Michigan
$1.37M -$22.4M -678,531 -94%

HE Hedge Fund Activity: Q3 2017 in Review

253 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q3 2017, worth a combined $1.82B — up 4% from $1.75B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new HE positions and 15 closed out — a net gain of 10 holders — while 83 added to existing stakes and 86 trimmed.

The largest buyer was Boston Trust Walden, opening a new position worth an estimated $13.6M. The largest seller was State of Michigan Retirement System, cutting an estimated $22.4M.

  • 253 institutional investors held Hawaiian Electric Industries (HE) as of Q3 2017, up from 246 in Q2 2017.
  • Funds reported $1.82B of Hawaiian Electric Industries stock for Q3 2017, up 4% quarter-over-quarter.
  • 25 funds opened new Hawaiian Electric Industries positions in Q3 2017 and 15 closed out, a net change of +10 holders.
  • The largest Hawaiian Electric Industries buyer in Q3 2017 was Boston Trust Walden, an estimated $13.6M added.
  • The largest Hawaiian Electric Industries seller in Q3 2017 was State of Michigan Retirement System, an estimated $22.4M sold.

Based on aggregated 13F filings for Q3 2017.