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Hawaiian Electric Industries

292 hedge funds and large institutions have $1.93B invested in Hawaiian Electric Industries in 2018 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 102 increasing their positions, 84 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $446K | Put options by funds: $220K

46% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 24

21% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 84

4% more funds holding

Funds holding: 282292 (+10)

1.56% more ownership

Funds ownership: 50.04%51.61% (+1.6%)

3% more capital invested

Capital invested by funds: $1.87B → $1.93B (+$53.8M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
292
Holders Change
+10
Holders Change %
+3.55%
% of All Funds
6.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
35
Increased
102
Reduced
84
Closed
24
Calls
$446K
Puts
$220K
Net Calls
+$226K
Net Calls Change
-$431K
Name Holding Trade Value Shares
Change
Change in
Stake
TPSF
76
Texas Permanent School Fund
Texas
$2.41M -$61.4K -1,806 -3%
UBS Group
77
UBS Group
Switzerland
$2.39M -$1.24M -36,627 -34%
MIM
78
MetLife Investment Management
New Jersey
$2.35M +$16.4K +484 +0.7%
Mackenzie Financial
79
Mackenzie Financial
Ontario, Canada
$2.21M -$328K -9,650 -13%
AIMCA
80
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.2M +$2.18M +64,200 New
Canada Life
81
Canada Life
Manitoba, Canada
$2.19M -$62.3K -1,832 -3%
Nisa Investment Advisors
82
Nisa Investment Advisors
Missouri
$2.18M -$510K -15,000 -19%
BPC
83
Banque Pictet & Cie
Switzerland
$2.06M
PNAA
84
Pictet North America Advisors
Switzerland
$2.06M
Squarepoint
85
Squarepoint
New York
$2.02M +$2.01M +59,040 New
GC
86
Guggenheim Capital
Illinois
$2M +$8.63K +254 +0.4%
T. Rowe Price Associates
87
T. Rowe Price Associates
Maryland
$1.96M +$139K +4,078 +8%
USAA
88
United Services Automobile Association
Texas
$1.95M +$175K +5,159 +10%
Wellington Management Group
89
Wellington Management Group
Massachusetts
$1.94M +$1.15M +33,714 +147%
MSA
90
Mason Street Advisors
Wisconsin
$1.92M +$39.3K +1,156 +2%
AllianceBernstein
91
AllianceBernstein
Tennessee
$1.87M -$85.9K -2,527 -4%
EGM
92
Engineers Gate Manager
New York
$1.84M +$1.82M +53,520 New
AAMU
93
Amundi Asset Management US
Massachusetts
$1.77M +$96.8K +2,848 +6%
BA
94
Bennicas & Associates
California
$1.73M
Creative Planning
95
Creative Planning
Kansas
$1.6M -$5.64K -166 -0.4%
BNP Paribas Financial Markets
96
BNP Paribas Financial Markets
France
$1.59M +$209K +6,137 +15%
QI
97
QS Investors
New York
$1.47M -$653K -19,210 -31%
SDIC
98
South Dakota Investment Council
South Dakota
$1.46M
SFM
99
Systematic Financial Management
New Jersey
$1.46M +$28.7K +845 +2%
OPERF
100
Oregon Public Employees Retirement Fund
Oregon
$1.45M +$50.3K +1,479 +4%

HE Hedge Fund Activity: Q2 2018 in Review

292 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q2 2018, worth a combined $1.93B — up 2.9% from $1.87B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new HE positions and 24 closed out — a net gain of 11 holders — while 102 added to existing stakes and 84 trimmed.

The largest buyer was Vanguard Group, adding an estimated $14.8M. The largest seller was Bank of New York Mellon, cutting an estimated $21.5M.

  • 292 institutional investors held Hawaiian Electric Industries (HE) as of Q2 2018, up from 282 in Q1 2018.
  • Funds reported $1.93B of Hawaiian Electric Industries stock for Q2 2018, up 2.9% quarter-over-quarter.
  • 35 funds opened new Hawaiian Electric Industries positions in Q2 2018 and 24 closed out, a net change of +11 holders.
  • The largest Hawaiian Electric Industries buyer in Q2 2018 was Vanguard Group, an estimated $14.8M added.
  • The largest Hawaiian Electric Industries seller in Q2 2018 was Bank of New York Mellon, an estimated $21.5M sold.

Based on aggregated 13F filings for Q2 2018.