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Hawaiian Electric Industries

253 hedge funds and large institutions have $1.82B invested in Hawaiian Electric Industries in 2017 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 83 increasing their positions, 86 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

3% more funds holding

Funds holding: 246253 (+7)

4% more capital invested

Capital invested by funds: $1.75B → $1.82B (+$70.5M)

0.42% more ownership

Funds ownership: 49.82%50.23% (+0.42%)

3% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 86

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
253
Holders Change
+7
Holders Change %
+2.85%
% of All Funds
6.31%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
25
Increased
83
Reduced
86
Closed
15
Calls
$1.05M
Puts
Net Calls
+$1.05M
Net Calls Change
+$225K
Name Holding Trade Value Shares
Change
Change in
Stake
Mackenzie Financial
101
Mackenzie Financial
Ontario, Canada
$1.36M +$1.35M +40,700 New
QI
102
QS Investors
New York
$1.35M +$714K +21,576 +113%
OPERF
103
Oregon Public Employees Retirement Fund
Oregon
$1.34M +$33.3K +1,008 +3%
Nomura Holdings
104
Nomura Holdings
Japan
$1.32M +$1.31M +39,600 New
HW
105
Hancock Whitney
Mississippi
$1.28M +$127K +3,824 +11%
Credit Agricole
106
Credit Agricole
France
$1.28M +$63.1K +1,908 +5%
AG
107
Advisor Group
Arizona
$1.27M -$1.13K -34 -0.1%
AIS
108
American Investment Services
Massachusetts
$1.13M
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$1.11M +$7.94K +240 +0.7%
MERSOM
110
Municipal Employees' Retirement System of Michigan
Michigan
$1.1M -$300K -9,080 -22%
Cambridge Investment Research Advisors
111
Cambridge Investment Research Advisors
Iowa
$1.09M +$132K +3,993 +14%
AIP
112
Ameritas Investment Partners
Nebraska
$1.09M
Citigroup
113
Citigroup
New York
$1.08M -$1.15M -34,649 -52%
Squarepoint
114
Squarepoint
New York
$1.06M +$1.05M +31,801 New
HighTower Advisors
115
HighTower Advisors
Illinois
$1.04M +$596K +18,014 +138%
Macquarie Group
116
Macquarie Group
Australia
$991K +$321K +9,700 +49%
LSERS
117
Louisiana State Employees Retirement System
Louisiana
$968K +$19.9K +600 +2%
LMGAM
118
Liberty Mutual Group Asset Management
Massachusetts
$949K -$381K -11,517 -29%
FHB
119
First Hawaiian Bank
Hawaii
$923K -$73.5K -2,223 -7%
Commonwealth Equity Services
120
Commonwealth Equity Services
Massachusetts
$863K +$12.8K +386 +2%
Thrivent Financial for Lutherans
121
Thrivent Financial for Lutherans
Minnesota
$774K +$40.7K +1,230 +6%
Public Employees Retirement Association of Colorado
122
Public Employees Retirement Association of Colorado
Colorado
$773K
JMPWA
123
JP Morgan Private Wealth Advisors
California
$772K -$38.8K -1,173 -5%
VRS
124
Virginia Retirement Systems
Virginia
$764K +$251K +7,600 +50%
SCM
125
Sterling Capital Management
North Carolina
$756K

HE Hedge Fund Activity: Q3 2017 in Review

253 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q3 2017, worth a combined $1.82B — up 4% from $1.75B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new HE positions and 15 closed out — a net gain of 10 holders — while 83 added to existing stakes and 86 trimmed.

The largest buyer was Boston Trust Walden, opening a new position worth an estimated $13.6M. The largest seller was State of Michigan Retirement System, cutting an estimated $22.4M.

  • 253 institutional investors held Hawaiian Electric Industries (HE) as of Q3 2017, up from 246 in Q2 2017.
  • Funds reported $1.82B of Hawaiian Electric Industries stock for Q3 2017, up 4% quarter-over-quarter.
  • 25 funds opened new Hawaiian Electric Industries positions in Q3 2017 and 15 closed out, a net change of +10 holders.
  • The largest Hawaiian Electric Industries buyer in Q3 2017 was Boston Trust Walden, an estimated $13.6M added.
  • The largest Hawaiian Electric Industries seller in Q3 2017 was State of Michigan Retirement System, an estimated $22.4M sold.

Based on aggregated 13F filings for Q3 2017.