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Hawaiian Electric Industries

323 hedge funds and large institutions have $2.84B invested in Hawaiian Electric Industries in 2019 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 110 increasing their positions, 96 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more call options, than puts

Call options by funds: $698K | Put options by funds: $258K

38% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 26

15% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 96

2% more capital invested

Capital invested by funds: $2.77B → $2.84B (+$68.7M)

1% more funds holding

Funds holding: 321323 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.22% less ownership

Funds ownership: 55.88%55.66% (-0.22%)

Holders
323
Holders Change
+2
Holders Change %
+0.62%
% of All Funds
6.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
36
Increased
110
Reduced
96
Closed
26
Calls
$698K
Puts
$258K
Net Calls
+$440K
Net Calls Change
-$331K
Name Holding Trade Value Shares
Change
Change in
Stake
Jacobs Levy Equity Management
76
Jacobs Levy Equity Management
New Jersey
$2.99M +$1.96M +43,731 +217%
PAM
77
Panagora Asset Management
Massachusetts
$2.99M
MIM
78
MetLife Investment Management
New Jersey
$2.93M -$37.2K -830 -1%
BNP Paribas Financial Markets
79
BNP Paribas Financial Markets
France
$2.92M -$31.6K -706 -1%
ASRS
80
Arizona State Retirement System
Arizona
$2.9M -$274K -6,121 -9%
BPC
81
Banque Pictet & Cie
Switzerland
$2.81M
PNAA
82
Pictet North America Advisors
Switzerland
$2.81M
Citigroup
83
Citigroup
New York
$2.72M +$298K +6,653 +13%
MSA
84
Mason Street Advisors
Wisconsin
$2.72M +$36.4K +813 +1%
TCM
85
Twin Capital Management
Pennsylvania
$2.63M -$1.51M -33,660 -38%
VIA
86
Vident Investment Advisory
Georgia
$2.49M +$2.38M +53,176 New
FHB
87
First Hawaiian Bank
Hawaii
$2.34M +$896 +20 +0%
Mirae Asset Global Investments
88
Mirae Asset Global Investments
South Korea
$2.32M -$979K -21,842 -31%
Holocene Advisors
89
Holocene Advisors
New York
$2.31M -$271K -6,041 -11%
BA
90
Bennicas & Associates
California
$2.26M -$53.8K -1,200 -2%
Creative Planning
91
Creative Planning
Kansas
$2.19M -$37.8K -843 -2%
FQ
92
First Quadrant
California
$2.18M -$242K -5,400 -10%
Victory Capital Management
93
Victory Capital Management
Texas
$2.12M +$626K +13,975 +45%
Ohio Public Employees Retirement System (OPERS)
94
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.11M -$1.3M -28,922 -39%
CCM
95
Coldstream Capital Management
Washington
$2.07M -$1.43K -32 -0.1%
Franklin Resources
96
Franklin Resources
California
$1.96M +$234K +5,230 +14%
AG
97
Advisor Group
Arizona
$1.94M +$68.4K +1,526 +4%
OPERF
98
Oregon Public Employees Retirement Fund
Oregon
$1.94M -$164K -3,652 -8%
Mackenzie Financial
99
Mackenzie Financial
Ontario, Canada
$1.85M -$245K -5,475 -12%
Citadel Advisors
100
Citadel Advisors
Florida
$1.77M +$1.69M +37,724 New

HE Hedge Fund Activity: Q4 2019 in Review

323 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q4 2019, worth a combined $2.84B — up 2.5% from $2.77B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new HE positions and 26 closed out — a net gain of 10 holders — while 110 added to existing stakes and 96 trimmed.

The largest buyer was ValueAct Holdings, adding an estimated $18.5M. The largest seller was Nordea Investment Management, exiting entirely with an estimated $24.3M sold.

  • 323 institutional investors held Hawaiian Electric Industries (HE) as of Q4 2019, up from 321 in Q3 2019.
  • Funds reported $2.84B of Hawaiian Electric Industries stock for Q4 2019, up 2.5% quarter-over-quarter.
  • 36 funds opened new Hawaiian Electric Industries positions in Q4 2019 and 26 closed out, a net change of +10 holders.
  • The largest Hawaiian Electric Industries buyer in Q4 2019 was ValueAct Holdings, an estimated $18.5M added.
  • The largest Hawaiian Electric Industries seller in Q4 2019 was Nordea Investment Management, an estimated $24.3M sold.

Based on aggregated 13F filings for Q4 2019.