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Hawaiian Electric Industries

316 hedge funds and large institutions have $2.38B invested in Hawaiian Electric Industries in 2019 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 120 increasing their positions, 74 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 22

62% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 74

14% more capital invested

Capital invested by funds: $2.1B → $2.38B (+$289M)

5% more funds holding

Funds holding: 300316 (+16)

1.06% more ownership

Funds ownership: 52.7%53.76% (+1.1%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
316
Holders Change
+16
Holders Change %
+5.33%
% of All Funds
6.84%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
42
Increased
120
Reduced
74
Closed
22
Calls
$693K
Puts
Net Calls
+$693K
Net Calls Change
+$481K
Name Holding Trade Value Shares
Change
Change in
Stake
RBA
101
Richard Bernstein Advisors
New York
$1.64M +$1.52M +40,110 New
Verition Fund Management
102
Verition Fund Management
Connecticut
$1.63M +$1.52M +40,000 New
Arrowstreet Capital
103
Arrowstreet Capital
Massachusetts
$1.59M -$1.32M -34,788 -47%
SOMRS
104
State of Michigan Retirement System
Michigan
$1.58M
AG
105
Advisor Group
Arizona
$1.57M +$1.71K +45 +0.1%
Millennium Management
106
Millennium Management
New York
$1.56M +$1.46M +38,386 New
Federated Hermes
107
Federated Hermes
Pennsylvania
$1.56M +$246K +6,476 +20%
GIP
108
Granite Investment Partners
California
$1.43M +$242K +6,374 +22%
SFM
109
Systematic Financial Management
New Jersey
$1.41M +$1.31M +34,455 New
Cambridge Investment Research Advisors
110
Cambridge Investment Research Advisors
Iowa
$1.37M -$45.5K -1,198 -3%
AL
111
AJO LP
Pennsylvania
$1.33M
AIP
112
Ameritas Investment Partners
Nebraska
$1.3M
RP
113
Rice Partnership
Hawaii
$1.28M +$297K +7,818 +33%
USAA
114
United Services Automobile Association
Texas
$1.28M +$24.7K +650 +2%
Baird Financial Group
115
Baird Financial Group
Wisconsin
$1.27M -$20.7K -545 -2%
MLICM
116
Metropolitan Life Insurance Company (MetLife)
New York
$1.27M -$1.29K -34 -0.1%
CIC
117
Cornercap Investment Counsel
Georgia
$1.19M +$41.2K +1,085 +4%
LSERS
118
Louisiana State Employees Retirement System
Louisiana
$1.19M +$11.4K +300 +1%
Commonwealth Equity Services
119
Commonwealth Equity Services
Massachusetts
$1.15M +$26.5K +698 +3%
Thrivent Financial for Lutherans
120
Thrivent Financial for Lutherans
Minnesota
$1.15M +$21.1K +554 +2%
NA
121
Neuburgh Advisers
California
$1.11M +$78.8K +2,074 +8%
LTFS
122
Ladenburg Thalmann Financial Services
Florida
$1.07M -$24.3K -640 -2%
Franklin Resources
123
Franklin Resources
California
$1.06M +$451K +11,879 +84%
FAF
124
Första AP-fonden
Sweden
$1.06M
FAM
125
Formidable Asset Management
Ohio
$1.03M +$468K +12,318 New

HE Hedge Fund Activity: Q1 2019 in Review

316 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q1 2019, worth a combined $2.38B — up 14% from $2.1B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new HE positions and 22 closed out — a net gain of 20 holders — while 120 added to existing stakes and 74 trimmed.

The largest buyer was Vanguard Group, adding an estimated $13.3M. The largest seller was Blackstart Capital, exiting entirely with an estimated $19.2M sold.

  • 316 institutional investors held Hawaiian Electric Industries (HE) as of Q1 2019, up from 300 in Q4 2018.
  • Funds reported $2.38B of Hawaiian Electric Industries stock for Q1 2019, up 14% quarter-over-quarter.
  • 42 funds opened new Hawaiian Electric Industries positions in Q1 2019 and 22 closed out, a net change of +20 holders.
  • The largest Hawaiian Electric Industries buyer in Q1 2019 was Vanguard Group, an estimated $13.3M added.
  • The largest Hawaiian Electric Industries seller in Q1 2019 was Blackstart Capital, an estimated $19.2M sold.

Based on aggregated 13F filings for Q1 2019.