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Hawaiian Electric Industries

300 hedge funds and large institutions have $2.38B invested in Hawaiian Electric Industries in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 98 increasing their positions, 97 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more call options, than puts

Call options by funds: $863K | Put options by funds: $577K

24% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 21

1% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 97

1% more funds holding

Funds holding: 298300 (+2)

0.01% less ownership

Funds ownership: 53.18%53.17% (-0.01%)

3% less capital invested

Capital invested by funds: $2.45B → $2.38B (-$71.2M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
300
Holders Change
+2
Holders Change %
+0.67%
% of All Funds
5.25%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
26
Increased
98
Reduced
97
Closed
21
Calls
$863K
Puts
$577K
Net Calls
+$286K
Net Calls Change
-$658K
Name Holding Trade Value Shares
Change
Change in
Stake
PA
101
Parallel Advisors
California
$1.29M +$18.9K +440 +1%
Victory Capital Management
102
Victory Capital Management
Texas
$1.25M +$636K +14,809 +94%
ASRS
103
Arizona State Retirement System
Arizona
$1.21M -$558 -13 -0%
Holocene Advisors
104
Holocene Advisors
New York
$1.2M -$938K -21,852 -43%
AIP
105
Ameritas Investment Partners
Nebraska
$1.18M -$23.8K -554 -2%
Creative Planning
106
Creative Planning
Kansas
$1.17M -$19.2K -447 -2%
Thrivent Financial for Lutherans
107
Thrivent Financial for Lutherans
Minnesota
$1.17M -$17.6K -411 -1%
LSERS
108
Louisiana State Employees Retirement System
Louisiana
$1.14M -$17.2K -400 -1%
HF
109
HRT Financial
New York
$1.13M +$524K +12,220 +79%
SOMRS
110
State of Michigan Retirement System
Michigan
$1.12M -$4.29K -100 -0.4%
KWILP
111
Kiwi Wealth Investments Limited Partnership
New Zealand
$1.12M
Axa
112
Axa
France
$1.11M +$1.16M +27,100 New
TD Asset Management
113
TD Asset Management
Ontario, Canada
$1.1M -$571K -13,300 -33%
Baird Financial Group
114
Baird Financial Group
Wisconsin
$1.07M +$36.4K +849 +3%
WAS
115
Wealth Advisory Solutions
Indiana
$1.07M -$163K -3,802 -13%
Two Sigma Investments
116
Two Sigma Investments
New York
$1.07M -$3.9M -90,983 -78%
Federated Hermes
117
Federated Hermes
Pennsylvania
$1.03M -$13.9K -323 -1%
LPL Financial
118
LPL Financial
California
$1M -$52.7K -1,229 -5%
Bank of Montreal
119
Bank of Montreal
Ontario, Canada
$971K +$55.2K +1,286 +6%
ERSOT
120
Employees Retirement System of Texas
Texas
$951K +$1,000K +23,300 New
DA
121
Duality Advisers
Florida
$946K +$389K +9,056 +64%
Stifel Financial
122
Stifel Financial
Missouri
$924K +$76.6K +1,784 +9%
NMERB
123
New Mexico Educational Retirement Board
New Mexico
$923K
Deutsche Bank
124
Deutsche Bank
Germany
$905K +$222K +5,184 +31%
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
$859K -$11.5K -267 -1%

HE Hedge Fund Activity: Q3 2021 in Review

300 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q3 2021, worth a combined $2.38B — down 2.9% from $2.45B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new HE positions and 21 closed out — a net gain of 5 holders — while 98 added to existing stakes and 97 trimmed.

The largest buyer was Nordea Investment Management, adding an estimated $43.1M. The largest seller was Inclusive Capital Partners, exiting entirely with an estimated $21.8M sold.

  • 300 institutional investors held Hawaiian Electric Industries (HE) as of Q3 2021, up from 298 in Q2 2021.
  • Funds reported $2.38B of Hawaiian Electric Industries stock for Q3 2021, down 2.9% quarter-over-quarter.
  • 26 funds opened new Hawaiian Electric Industries positions in Q3 2021 and 21 closed out, a net change of +5 holders.
  • The largest Hawaiian Electric Industries buyer in Q3 2021 was Nordea Investment Management, an estimated $43.1M added.
  • The largest Hawaiian Electric Industries seller in Q3 2021 was Inclusive Capital Partners, an estimated $21.8M sold.

Based on aggregated 13F filings for Q3 2021.