We are live on ! Find out more
HE icon

Hawaiian Electric Industries
HE

316 hedge funds and large institutions have $2.38B invested in Hawaiian Electric Industries in 2019 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 120 increasing their positions, 74 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 22

62% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 74

14% more capital invested

Capital invested by funds: $2.1B → $2.38B (+$289M)

5% more funds holding

Funds holding: 300 → 316 (+16)

1.06% more ownership

Funds ownership: 52.7% → 53.76% (+1.1%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
316
Holders Change
+16
Holders Change %
+5.33%
% of All Funds
6.84%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
42
Increased
120
Reduced
74
Closed
22
Calls
$693K
Puts
–
Net Calls
+$693K
Net Calls Change
+$481K

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$13.3M
2
BlackRock
BlackRock
New York
+$11.6M
3
Invesco
Invesco
Georgia
+$10.9M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$10.6M
5
Man Group
Man Group
United Kingdom
+$5.08M

Top Sellers

Rank Fund Capital Flow
1
BC
Blackstart Capital
New York
-$19.2M
2
AQR Capital Management
AQR Capital Management
Connecticut
-$6.8M
3
Wells Fargo
Wells Fargo
California
-$5.18M
4
Renaissance Technologies
Renaissance Technologies
New York
-$5.03M
5
WG
Winton Group
United Kingdom
-$4.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
76
MetLife Investment Management
New Jersey
$2.71M +$532 +14 +0%
PAM
77
Panagora Asset Management
Massachusetts
$2.6M -$1.33K -35 -0.1%
AAMU
78
Amundi Asset Management US
Massachusetts
$2.48M +$81.2K +2,136 +4%
BPC
79
Banque Pictet & Cie
Switzerland
$2.45M – – –
PNAA
80
Pictet North America Advisors
Switzerland
$2.45M – – –
WSC
81
Wellington Shields & Co
New York
$2.41M +$2.25M +59,100 New
MSA
82
Mason Street Advisors
Wisconsin
$2.36M +$34.2K +899 +2%
Treasurer of the State of North Carolina
83
Treasurer of the State of North Carolina
North Carolina
$2.18M +$16.9K +445 +0.8%
Barclays
84
Barclays
United Kingdom
$2.16M -$1.96M -51,632 -49%
LCM
85
Laurion Capital Management
New York
$2.16M +$2.01M +52,884 New
UBS Group
86
UBS Group
Switzerland
$2.12M -$96.5K -2,540 -5%
WSCM
87
Wellington Shields Capital Management
New York
$2.12M +$1.97M +51,900 New
SDIC
88
South Dakota Investment Council
South Dakota
$2.1M +$334K +8,800 +21%
BA
89
Bennicas & Associates
California
$2.04M – – –
Creative Planning
90
Creative Planning
Kansas
$2.04M -$6K -158 -0.3%
SOADOR
91
State of Alaska Department of Revenue
Alaska
$2.03M +$76.7K +2,019 +4%
Citigroup
92
Citigroup
New York
$1.96M -$23.4K -615 -1%
FHB
93
First Hawaiian Bank
Hawaii
$1.8M +$466K +12,273 +38%
OPERF
94
Oregon Public Employees Retirement Fund
Oregon
$1.77M +$24.4K +642 +1%
VRS
95
Virginia Retirement Systems
Virginia
$1.75M -$790K -20,800 -33%
QI
96
QS Investors
New York
$1.73M +$13.9K +366 +0.9%
BNP Paribas Financial Markets
97
BNP Paribas Financial Markets
France
$1.7M +$769K +20,245 +94%
Wellington Management Group
98
Wellington Management Group
Massachusetts
$1.68M – – –
HW
99
Hancock Whitney
Mississippi
$1.68M +$57K +1,499 +4%
SFI
100
Susquehanna Fundamental Investments
Pennsylvania
$1.64M – – –
2 3
4
5 6

HE Hedge Fund Activity: Q1 2019 in Review

316 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q1 2019, worth a combined $2.38B — up 14% from $2.1B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new HE positions and 22 closed out — a net gain of 20 holders — while 120 added to existing stakes and 74 trimmed.

The largest buyer was Vanguard Group, adding an estimated $13.3M. The largest seller was Blackstart Capital, exiting entirely with an estimated $19.2M sold.

  • 316 institutional investors held Hawaiian Electric Industries (HE) as of Q1 2019, up from 300 in Q4 2018.
  • Funds reported $2.38B of Hawaiian Electric Industries stock for Q1 2019, up 14% quarter-over-quarter.
  • 42 funds opened new Hawaiian Electric Industries positions in Q1 2019 and 22 closed out, a net change of +20 holders.
  • The largest Hawaiian Electric Industries buyer in Q1 2019 was Vanguard Group, an estimated $13.3M added.
  • The largest Hawaiian Electric Industries seller in Q1 2019 was Blackstart Capital, an estimated $19.2M sold.

Based on aggregated 13F filings for Q1 2019.