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Hawaiian Electric Industries

332 hedge funds and large institutions have $2.34B invested in Hawaiian Electric Industries in 2021 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 103 increasing their positions, 97 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 22

148% more call options, than puts

Call options by funds: $298K | Put options by funds: $120K

11% more funds holding

Funds holding: 300332 (+32)

6% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 97

1% less capital invested

Capital invested by funds: $2.38B → $2.34B (-$32.4M)

1.43% less ownership

Funds ownership: 53.17%51.75% (-1.4%)

Holders
332
Holders Change
+32
Holders Change %
+10.67%
% of All Funds
5.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
58
Increased
103
Reduced
97
Closed
22
Calls
$298K
Puts
$120K
Net Calls
+$178K
Net Calls Change
-$108K
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
101
O'Shaughnessy Asset Management
Connecticut
$1.57M
PAM
102
Panagora Asset Management
Massachusetts
$1.54M -$296K -7,292 -16%
OPERF
103
Oregon Public Employees Retirement Fund
Oregon
$1.47M -$48.7K -1,200 -3%
DA
104
Duality Advisers
Florida
$1.45M +$476K +11,721 +51%
DCM
105
Dupont Capital Management
Delaware
$1.39M -$1.18M -29,089 -46%
ACM
106
AlphaCrest Capital Management
New York
$1.33M +$1.08M +26,665 +501%
Russell Investments Group
107
Russell Investments Group
United Kingdom
$1.3M -$5.58M -137,453 -81%
Two Sigma Advisers
108
Two Sigma Advisers
New York
$1.29M -$44.6K -1,100 -3%
NIPH
109
NN Investment Partners Holdings
Netherlands
$1.28M +$1.25M +30,800 New
Victory Capital Management
110
Victory Capital Management
Texas
$1.25M -$20.6K -508 -2%
PA
111
Parallel Advisors
California
$1.24M -$76.4K -1,882 -6%
ASRS
112
Arizona State Retirement System
Arizona
$1.22M -$12.9K -319 -1%
Creative Planning
113
Creative Planning
Kansas
$1.21M +$11.3K +278 +1%
AIP
114
Ameritas Investment Partners
Nebraska
$1.2M
Thrivent Financial for Lutherans
115
Thrivent Financial for Lutherans
Minnesota
$1.2M +$10.1K +249 +0.9%
PP
116
Prudential plc
United Kingdom
$1.19M +$459K +11,317 +66%
LSERS
117
Louisiana State Employees Retirement System
Louisiana
$1.17M +$8.12K +200 +0.7%
SOMRS
118
State of Michigan Retirement System
Michigan
$1.15M +$12.2K +300 +1%
Barclays
119
Barclays
United Kingdom
$1.08M -$1.28M -31,553 -55%
Arrowstreet Capital
120
Arrowstreet Capital
Massachusetts
$1.07M +$1.05M +25,791 New
Baird Financial Group
121
Baird Financial Group
Wisconsin
$1.01M -$77.1K -1,899 -7%
LPL Financial
122
LPL Financial
California
$972K -$44.2K -1,089 -4%
ERSOT
123
Employees Retirement System of Texas
Texas
$967K
Balyasny Asset Management
124
Balyasny Asset Management
Illinois
$948K +$928K +22,855 New
SOADOR
125
State of Alaska Department of Revenue
Alaska
$943K -$1.02M -25,077 -52%

HE Hedge Fund Activity: Q4 2021 in Review

332 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q4 2021, worth a combined $2.34B — down 1.4% from $2.38B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new HE positions and 22 closed out — a net gain of 36 holders — while 103 added to existing stakes and 97 trimmed.

The largest buyer was Millennium Management, adding an estimated $7.65M. The largest seller was Wells Fargo, cutting an estimated $109M.

  • 332 institutional investors held Hawaiian Electric Industries (HE) as of Q4 2021, up from 300 in Q3 2021.
  • Funds reported $2.34B of Hawaiian Electric Industries stock for Q4 2021, down 1.4% quarter-over-quarter.
  • 58 funds opened new Hawaiian Electric Industries positions in Q4 2021 and 22 closed out, a net change of +36 holders.
  • The largest Hawaiian Electric Industries buyer in Q4 2021 was Millennium Management, an estimated $7.65M added.
  • The largest Hawaiian Electric Industries seller in Q4 2021 was Wells Fargo, an estimated $109M sold.

Based on aggregated 13F filings for Q4 2021.