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Hawaiian Electric Industries

259 hedge funds and large institutions have $1.79B invested in Hawaiian Electric Industries in 2017 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 94 increasing their positions, 82 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

312% more call options, than puts

Call options by funds: $1.21M | Put options by funds: $294K

15% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 82

6% more capital invested

Capital invested by funds: $1.68B → $1.79B (+$107M)

2.6% more ownership

Funds ownership: 46.86%49.46% (+2.6%)

6% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 31

2% less funds holding

Funds holding: 264259 (-5)

Holders
259
Holders Change
-5
Holders Change %
-1.89%
% of All Funds
6.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
94
Reduced
82
Closed
31
Calls
$1.21M
Puts
$294K
Net Calls
+$917K
Net Calls Change
+$587K
Name Holding Trade Value Shares
Change
Change in
Stake
N
101
Nuveen
North Carolina
$1.08M -$272K -8,202 -20%
TAM
102
Tyers Asset Management
Texas
$1.08M +$612K +18,436 +133%
BNP Paribas Financial Markets
103
BNP Paribas Financial Markets
France
$1.07M -$11.7M -353,052 -92%
AIP
104
Ameritas Investment Partners
Nebraska
$1.07M -$28.6K -863 -3%
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$1.05M +$14.9K +449 +1%
Barclays
106
Barclays
United Kingdom
$1.03M -$5.18K -156 -0.5%
HW
107
Hancock Whitney
Mississippi
$1.01M +$84.5K +2,546 +9%
Macquarie Group
108
Macquarie Group
Australia
$983K +$256K +7,700 +35%
Jacobs Levy Equity Management
109
Jacobs Levy Equity Management
New Jersey
$982K -$5.2M -156,837 -84%
Cambridge Investment Research Advisors
110
Cambridge Investment Research Advisors
Iowa
$949K -$29.5K -890 -3%
LSERS
111
Louisiana State Employees Retirement System
Louisiana
$916K +$23.2K +700 +3%
VRS
112
Virginia Retirement Systems
Virginia
$886K +$883K +26,600 New
JMPWA
113
JP Morgan Private Wealth Advisors
California
$873K
FMII
114
Farmers & Merchants Investments Inc
Nebraska
$866K -$863K -26,000 -50%
BOH
115
Bank of Hawaii
Hawaii
$845K +$215K +6,492 +34%
Commonwealth Equity Services
116
Commonwealth Equity Services
Massachusetts
$838K +$664 +20 +0.1%
GIA
117
Gargoyle Investment Advisor
New Jersey
$833K +$830K +25,000 New
Susquehanna International Group
118
Susquehanna International Group
Pennsylvania
$816K -$246K -7,400 -23%
Baird Financial Group
119
Baird Financial Group
Wisconsin
$809K -$24.9K -750 -3%
PA
120
Profund Advisors
Maryland
$802K -$145K -4,359 -15%
GHCM
121
Glen Harbor Capital Management
California
$782K +$445K +13,408 +133%
Public Employees Retirement Association of Colorado
122
Public Employees Retirement Association of Colorado
Colorado
$772K -$1.43K -43 -0.2%
SCM
123
Sterling Capital Management
North Carolina
$755K +$22.1K +667 +3%
BCM
124
BlueCrest Capital Management
Jersey
$754K +$751K +22,637 New
Wellington Management Group
125
Wellington Management Group
Massachusetts
$752K +$749K +22,573 New

HE Hedge Fund Activity: Q1 2017 in Review

259 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q1 2017, worth a combined $1.79B — up 6.3% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new HE positions and 31 closed out — a net gain of 2 holders — while 94 added to existing stakes and 82 trimmed.

The largest buyer was BlackRock, adding an estimated $297M. The largest seller was Denver Investment Advisors, exiting entirely with an estimated $18.6M sold.

  • 259 institutional investors held Hawaiian Electric Industries (HE) as of Q1 2017, down from 264 in Q4 2016.
  • Funds reported $1.79B of Hawaiian Electric Industries stock for Q1 2017, up 6.3% quarter-over-quarter.
  • 33 funds opened new Hawaiian Electric Industries positions in Q1 2017 and 31 closed out, a net change of +2 holders.
  • The largest Hawaiian Electric Industries buyer in Q1 2017 was BlackRock, an estimated $297M added.
  • The largest Hawaiian Electric Industries seller in Q1 2017 was Denver Investment Advisors, an estimated $18.6M sold.

Based on aggregated 13F filings for Q1 2017.