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Hawaiian Electric Industries

323 hedge funds and large institutions have $2.84B invested in Hawaiian Electric Industries in 2019 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 110 increasing their positions, 96 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more call options, than puts

Call options by funds: $698K | Put options by funds: $258K

38% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 26

15% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 96

2% more capital invested

Capital invested by funds: $2.77B → $2.84B (+$68.7M)

1% more funds holding

Funds holding: 321323 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.22% less ownership

Funds ownership: 55.88%55.66% (-0.22%)

Holders
323
Holders Change
+2
Holders Change %
+0.62%
% of All Funds
6.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
36
Increased
110
Reduced
96
Closed
26
Calls
$698K
Puts
$258K
Net Calls
+$440K
Net Calls Change
-$331K
Name Holding Trade Value Shares
Change
Change in
Stake
HW
101
Hancock Whitney
Mississippi
$1.75M -$336K -7,500 -17%
Pacer Advisors
102
Pacer Advisors
Pennsylvania
$1.75M -$128K -2,852 -7%
CIC
103
Cornercap Investment Counsel
Georgia
$1.73M +$2.91K +65 +0.2%
Cambridge Investment Research Advisors
104
Cambridge Investment Research Advisors
Iowa
$1.53M -$1.07K -24 -0.1%
CI
105
Cigna Investments
Connecticut
$1.51M -$8.96K -200 -0.6%
SOMRS
106
State of Michigan Retirement System
Michigan
$1.5M +$17.9K +400 +1%
BOH
107
Bank of Hawaii
Hawaii
$1.49M +$351K +7,830 +33%
LTFS
108
Ladenburg Thalmann Financial Services
Florida
$1.48M -$54.4K -1,213 -4%
Commonwealth Equity Services
109
Commonwealth Equity Services
Massachusetts
$1.47M +$7.8K +174 +0.6%
Balyasny Asset Management
110
Balyasny Asset Management
Illinois
$1.47M -$346K -7,730 -20%
NMIMC
111
Northwestern Mutual Investment Management Company
Wisconsin
$1.46M +$2.38K +53 +0.2%
AIP
112
Ameritas Investment Partners
Nebraska
$1.44M
MLICM
113
Metropolitan Life Insurance Company (MetLife)
New York
$1.43M +$8.34K +186 +0.6%
Federated Hermes
114
Federated Hermes
Pennsylvania
$1.41M -$101K -2,245 -7%
RP
115
Rice Partnership
Hawaii
$1.36M -$37.3K -832 -3%
SO
116
STRS Ohio
Ohio
$1.36M +$742K +16,557 +132%
Thrivent Financial for Lutherans
117
Thrivent Financial for Lutherans
Minnesota
$1.33M +$8.11K +181 +0.6%
ECM
118
ETrade Capital Management
Virginia
$1.3M +$20.8K +464 +2%
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$1.27M -$4.83M -107,684 -80%
State of Tennessee, Department of Treasury
120
State of Tennessee, Department of Treasury
Tennessee
$1.26M -$3.78M -84,432 -76%
GIA
121
Gateway Investment Advisers
Ohio
$1.25M +$546K +12,195 +84%
RJFSA
122
Raymond James Financial Services Advisors
Florida
$1.24M +$199K +4,431 +20%
LSERS
123
Louisiana State Employees Retirement System
Louisiana
$1.24M +$8.96K +200 +0.8%
ACI
124
AMP Capital Investors
Australia
$1.23M +$124K +2,759 +12%
Treasurer of the State of North Carolina
125
Treasurer of the State of North Carolina
North Carolina
$1.22M +$9.86K +220 +0.8%

HE Hedge Fund Activity: Q4 2019 in Review

323 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q4 2019, worth a combined $2.84B — up 2.5% from $2.77B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new HE positions and 26 closed out — a net gain of 10 holders — while 110 added to existing stakes and 96 trimmed.

The largest buyer was ValueAct Holdings, adding an estimated $18.5M. The largest seller was Nordea Investment Management, exiting entirely with an estimated $24.3M sold.

  • 323 institutional investors held Hawaiian Electric Industries (HE) as of Q4 2019, up from 321 in Q3 2019.
  • Funds reported $2.84B of Hawaiian Electric Industries stock for Q4 2019, up 2.5% quarter-over-quarter.
  • 36 funds opened new Hawaiian Electric Industries positions in Q4 2019 and 26 closed out, a net change of +10 holders.
  • The largest Hawaiian Electric Industries buyer in Q4 2019 was ValueAct Holdings, an estimated $18.5M added.
  • The largest Hawaiian Electric Industries seller in Q4 2019 was Nordea Investment Management, an estimated $24.3M sold.

Based on aggregated 13F filings for Q4 2019.