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Hawaiian Electric Industries

300 hedge funds and large institutions have $2.38B invested in Hawaiian Electric Industries in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 98 increasing their positions, 97 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more call options, than puts

Call options by funds: $863K | Put options by funds: $577K

24% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 21

1% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 97

1% more funds holding

Funds holding: 298300 (+2)

0.01% less ownership

Funds ownership: 53.18%53.17% (-0.01%)

3% less capital invested

Capital invested by funds: $2.45B → $2.38B (-$71.2M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
300
Holders Change
+2
Holders Change %
+0.67%
% of All Funds
5.25%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
26
Increased
98
Reduced
97
Closed
21
Calls
$863K
Puts
$577K
Net Calls
+$286K
Net Calls Change
-$658K
Name Holding Trade Value Shares
Change
Change in
Stake
Squarepoint
76
Squarepoint
New York
$2.21M -$29.2K -681 -1%
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$2.2M +$246K +5,728 +12%
Sumitomo Mitsui Trust Group
78
Sumitomo Mitsui Trust Group
Japan
$2.18M
T. Rowe Price Associates
79
T. Rowe Price Associates
Maryland
$2.17M -$23K -535 -1%
WG
80
Winton Group
United Kingdom
$2.17M +$199K +4,630 +10%
MIM
81
MetLife Investment Management
New Jersey
$2.14M -$87.6K -2,041 -4%
SEI Investments
82
SEI Investments
Pennsylvania
$2.08M -$148K -3,444 -6%
Osaic Holdings
83
Osaic Holdings
Arizona
$2.06M -$84.5K -1,970 -4%
GI
84
GAMCO Investors
Connecticut
$1.99M -$17.2K -400 -0.8%
VIA
85
Vident Investment Advisory
Georgia
$1.96M +$644K +15,011 +45%
UBS Group
86
UBS Group
Switzerland
$1.95M +$447K +10,417 +28%
SOADOR
87
State of Alaska Department of Revenue
Alaska
$1.95M +$1.33M +30,877 +182%
RJFSA
88
Raymond James Financial Services Advisors
Florida
$1.92M +$53.8K +1,254 +3%
HSBC Holdings
89
HSBC Holdings
United Kingdom
$1.84M +$1.44M +33,511 +293%
PAM
90
Panagora Asset Management
Massachusetts
$1.81M
BA
91
Bennicas & Associates
California
$1.73M
FHB
92
First Hawaiian Bank
Hawaii
$1.68M -$40.8K -951 -2%
ACI
93
AMP Capital Investors
Australia
$1.68M +$755K +17,598 +75%
Wellington Management Group
94
Wellington Management Group
Massachusetts
$1.66M +$744K +17,347 +74%
Treasurer of the State of North Carolina
95
Treasurer of the State of North Carolina
North Carolina
$1.55M +$54.9K +1,279 +3%
OSAM
96
O'Shaughnessy Asset Management
Connecticut
$1.55M
OQS
97
Occudo Quantitative Strategies
Florida
$1.51M -$620K -14,457 -28%
OPERF
98
Oregon Public Employees Retirement Fund
Oregon
$1.5M -$20.8K -484 -1%
OTPPB
99
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.42M +$641K +14,943 +76%
Two Sigma Advisers
100
Two Sigma Advisers
New York
$1.31M -$6.89M -160,600 -83%

HE Hedge Fund Activity: Q3 2021 in Review

300 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q3 2021, worth a combined $2.38B — down 2.9% from $2.45B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new HE positions and 21 closed out — a net gain of 5 holders — while 98 added to existing stakes and 97 trimmed.

The largest buyer was Nordea Investment Management, adding an estimated $43.1M. The largest seller was Inclusive Capital Partners, exiting entirely with an estimated $21.8M sold.

  • 300 institutional investors held Hawaiian Electric Industries (HE) as of Q3 2021, up from 298 in Q2 2021.
  • Funds reported $2.38B of Hawaiian Electric Industries stock for Q3 2021, down 2.9% quarter-over-quarter.
  • 26 funds opened new Hawaiian Electric Industries positions in Q3 2021 and 21 closed out, a net change of +5 holders.
  • The largest Hawaiian Electric Industries buyer in Q3 2021 was Nordea Investment Management, an estimated $43.1M added.
  • The largest Hawaiian Electric Industries seller in Q3 2021 was Inclusive Capital Partners, an estimated $21.8M sold.

Based on aggregated 13F filings for Q3 2021.