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Hawaiian Electric Industries
HE

291 hedge funds and large institutions have $1B invested in Hawaiian Electric Industries in 2023 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 90 increasing their positions, 102 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 42

26% more capital invested

Capital invested by funds: $793M → $1B (+$209M)

6% more funds holding

Funds holding: 275 → 291 (+16)

5.4% more ownership

Funds ownership: 58.71% → 64.11% (+5.4%)

12% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 102

32% less call options, than puts

Call options by funds: $33.8M | Put options by funds: $49.4M

Holders
291
Holders Change
+16
Holders Change %
+5.82%
% of All Funds
4.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
61
Increased
90
Reduced
102
Closed
42
Calls
$33.8M
Puts
$49.4M
Net Calls
-$15.6M
Net Calls Change
+$79.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$91.4M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$17.4M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$15M
4
First Trust Advisors
First Trust Advisors
Illinois
+$13.1M
5
Verition Fund Management
Verition Fund Management
Connecticut
+$8.2M

Top Sellers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
-$21.4M
2
AQR Capital Management
AQR Capital Management
Connecticut
-$18.7M
3
JAM
Jupiter Asset Management
United Kingdom
-$14.9M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$9.09M
5
Northern Trust
Northern Trust
Illinois
-$8.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
76
Citadel Advisors
Florida
$1.07M -$388K -29,855 -28%
SSA
77
Schonfeld Strategic Advisors
New York
$1.07M +$460K +35,400 +88%
AAIM
78
American Assets Investment Management
California
$993K – – –
Norges Bank
79
Norges Bank
Norway
$976K -$7.32M -563,086 -89%
Man Group
80
Man Group
United Kingdom
$971K +$890K +68,416 New
OSAM
81
O'Shaughnessy Asset Management
Connecticut
$934K -$295K -22,709 -26%
Ohio Public Employees Retirement System (OPERS)
82
Ohio Public Employees Retirement System (OPERS)
Ohio
$874K +$181K +13,931 +29%
Squarepoint
83
Squarepoint
New York
$837K -$522K -40,151 -40%
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$827K -$31.8K -2,443 -4%
Citigroup
85
Citigroup
New York
$793K +$567K +43,586 +354%
APF
86
Alaska Permanent Fund
Alaska
$780K -$649K -49,935 -48%
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$745K +$94.9K +7,297 +16%
Janus Henderson Group
88
Janus Henderson Group
United Kingdom
$721K -$1.13K -87 -0.2%
ICM
89
IMS Capital Management
Oregon
$719K +$659K +50,700 New
XSC
90
X-Square Capital
Puerto Rico
$710K +$650K +50,000 New
RC
91
RBF Capital
California
$710K -$520K -40,000 -44%
FIM
92
Fernwood Investment Management
Massachusetts
$695K – – –
N
93
Nuveen
North Carolina
$681K +$306K +23,508 +96%
AIM
94
Aigen Investment Management
New York
$681K -$234K -17,999 -27%
LPL Financial
95
LPL Financial
California
$668K -$25.1K -1,931 -4%
CCIA
96
Campbell & Co Investment Adviser
Maryland
$643K +$589K +45,331 New
CAM
97
Cresset Asset Management
Illinois
$642K +$380K +29,227 +183%
Barclays
98
Barclays
United Kingdom
$621K -$485K -37,305 -46%
CDH
99
Charles D. Hyman
$608K -$192K -14,765 -26%
RJFSA
100
Raymond James Financial Services Advisors
Florida
$608K +$171K +13,128 +44%
2 3
4
5 6

HE Hedge Fund Activity: Q4 2023 in Review

291 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q4 2023, worth a combined $1B — up 26% from $793M a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new HE positions and 42 closed out — a net gain of 19 holders — while 90 added to existing stakes and 102 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $91.4M. The largest seller was Pacer Advisors, exiting entirely with an estimated $21.4M sold.

  • 291 institutional investors held Hawaiian Electric Industries (HE) as of Q4 2023, up from 275 in Q3 2023.
  • Funds reported $1B of Hawaiian Electric Industries stock for Q4 2023, up 26% quarter-over-quarter.
  • 61 funds opened new Hawaiian Electric Industries positions in Q4 2023 and 42 closed out, a net change of +19 holders.
  • The largest Hawaiian Electric Industries buyer in Q4 2023 was Morgan Stanley, an estimated $91.4M added.
  • The largest Hawaiian Electric Industries seller in Q4 2023 was Pacer Advisors, an estimated $21.4M sold.

Based on aggregated 13F filings for Q4 2023.