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Hawaiian Electric Industries

300 hedge funds and large institutions have $2.1B invested in Hawaiian Electric Industries in 2018 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 94 increasing their positions, 90 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,514% more call options, than puts

Call options by funds: $226K | Put options by funds: $14K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

4% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 90

3% more capital invested

Capital invested by funds: $2.03B → $2.1B (+$66.3M)

0.32% more ownership

Funds ownership: 52.38%52.7% (+0.32%)

9% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 35

2% less funds holding

Funds holding: 305300 (-5)

Holders
300
Holders Change
-5
Holders Change %
-1.64%
% of All Funds
6.68%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
32
Increased
94
Reduced
90
Closed
35
Calls
$226K
Puts
$14K
Net Calls
+$212K
Net Calls Change
-$2K
Name Holding Trade Value Shares
Change
Change in
Stake
Mackenzie Financial
76
Mackenzie Financial
Ontario, Canada
$2.48M
MIM
77
MetLife Investment Management
New Jersey
$2.43M -$9.94K -268 -0.4%
PAM
78
Panagora Asset Management
Massachusetts
$2.34M -$96.5K -2,602 -4%
VRS
79
Virginia Retirement Systems
Virginia
$2.33M -$415K -11,200 -15%
Two Sigma Advisers
80
Two Sigma Advisers
New York
$2.33M -$1.57M -42,336 -40%
Canada Life
81
Canada Life
Manitoba, Canada
$2.24M -$369K -9,939 -13%
BPC
82
Banque Pictet & Cie
Switzerland
$2.2M
PNAA
83
Pictet North America Advisors
Switzerland
$2.2M
MSA
84
Mason Street Advisors
Wisconsin
$2.09M +$41.2K +1,110 +2%
UBS Group
85
UBS Group
Switzerland
$2M -$510K -13,762 -20%
Treasurer of the State of North Carolina
86
Treasurer of the State of North Carolina
North Carolina
$1.94M +$35K +943 +2%
Creative Planning
87
Creative Planning
Kansas
$1.84M +$49.1K +1,324 +3%
BA
88
Bennicas & Associates
California
$1.83M -$9.27K -250 -0.5%
Citigroup
89
Citigroup
New York
$1.78M +$926K +24,972 +105%
SOADOR
90
State of Alaska Department of Revenue
Alaska
$1.75M +$518K +13,957 +41%
Holocene Advisors
91
Holocene Advisors
New York
$1.67M +$410K +11,057 +32%
OPERF
92
Oregon Public Employees Retirement Fund
Oregon
$1.57M
SDIC
93
South Dakota Investment Council
South Dakota
$1.56M
QI
94
QS Investors
New York
$1.54M +$816 +22 +0.1%
Wellington Management Group
95
Wellington Management Group
Massachusetts
$1.51M
SFI
96
Susquehanna Fundamental Investments
Pennsylvania
$1.47M +$794K +21,400 +114%
HW
97
Hancock Whitney
Mississippi
$1.46M -$14.7K -395 -1%
SOMRS
98
State of Michigan Retirement System
Michigan
$1.42M -$51.9K -1,400 -3%
AG
99
Advisor Group
Arizona
$1.41M -$211K -5,682 -13%
Cambridge Investment Research Advisors
100
Cambridge Investment Research Advisors
Iowa
$1.27M +$28.8K +777 +2%

HE Hedge Fund Activity: Q4 2018 in Review

300 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q4 2018, worth a combined $2.1B — up 3.3% from $2.03B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of HE and 32 opened new positions — a net loss of 3 holders — while 90 trimmed existing stakes and 94 added.

The largest buyer was Acadian Asset Management, adding an estimated $16.2M. The largest seller was Wells Fargo, cutting an estimated $13.4M.

  • 300 institutional investors held Hawaiian Electric Industries (HE) as of Q4 2018, down from 305 in Q3 2018.
  • Funds reported $2.1B of Hawaiian Electric Industries stock for Q4 2018, up 3.3% quarter-over-quarter.
  • 32 funds opened new Hawaiian Electric Industries positions in Q4 2018 and 35 closed out, a net change of -3 holders.
  • The largest Hawaiian Electric Industries buyer in Q4 2018 was Acadian Asset Management, an estimated $16.2M added.
  • The largest Hawaiian Electric Industries seller in Q4 2018 was Wells Fargo, an estimated $13.4M sold.

Based on aggregated 13F filings for Q4 2018.