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Hawaiian Electric Industries

277 hedge funds and large institutions have $642M invested in Hawaiian Electric Industries in 2024 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 105 increasing their positions, 76 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 76

5.8% more ownership

Funds ownership: 58.59%64.39% (+5.8%)

7% less funds holding

Funds holding: 297277 (-20)

12% less capital invested

Capital invested by funds: $730M → $642M (-$87.6M)

26% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 54

43% less call options, than puts

Call options by funds: $11.6M | Put options by funds: $20.3M

Holders
277
Holders Change
-20
Holders Change %
-6.73%
% of All Funds
4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
40
Increased
105
Reduced
76
Closed
54
Calls
$11.6M
Puts
$20.3M
Net Calls
-$8.68M
Net Calls Change
-$9.48M
Name Holding Trade Value Shares
Change
Change in
Stake
Ensign Peak Advisors
101
Ensign Peak Advisors
Utah
$365K
RC
102
RBF Capital
California
$361K -$104K -10,000 -20%
Capstone Investment Advisors
103
Capstone Investment Advisors
New York
$358K +$45.9K +4,414 +13%
Stifel Financial
104
Stifel Financial
Missouri
$357K +$52.4K +5,041 +15%
II
105
Inspire Investing
Idaho
$352K +$77K +7,413 +23%
Royal Bank of Canada
106
Royal Bank of Canada
Ontario, Canada
$349K +$31.9K +3,073 +9%
IMC Chicago
107
IMC Chicago
Illinois
$343K +$95.4K +9,182 +32%
VOYA Investment Management
108
VOYA Investment Management
Georgia
$335K +$179K +17,255 +87%
Allianz Asset Management
109
Allianz Asset Management
Germany
$330K -$1.2M -115,126 -76%
Cetera Investment Advisers
110
Cetera Investment Advisers
Illinois
$328K +$92.4K +8,889 +32%
ACM
111
Aquatic Capital Management
Illinois
$318K +$366K +35,200 New
Ameriprise
112
Ameriprise
Minnesota
$312K -$68.2K -6,566 -16%
Pathstone Holdings
113
Pathstone Holdings
New Jersey
$286K -$1.49M -143,164 -82%
State Board of Administration of Florida Retirement System
114
State Board of Administration of Florida Retirement System
Florida
$285K -$1.3M -125,182 -80%
OC
115
Oppenheimer & Co
New York
$280K
ASRS
116
Arizona State Retirement System
Arizona
$278K +$5.94K +572 +2%
CCIA
117
Campbell & Co Investment Adviser
Maryland
$268K +$47.8K +4,596 +18%
BCM
118
Bayesian Capital Management
New York
$262K +$301K +29,000 New
GI
119
GAMCO Investors
Connecticut
$260K -$98.7K -9,500 -25%
Commonwealth Equity Services
120
Commonwealth Equity Services
Massachusetts
$257K -$20K -1,929 -6%
VanEck Associates
121
VanEck Associates
New York
$257K +$25.8K +2,482 +10%
MIM
122
MetLife Investment Management
New Jersey
$252K +$268K +25,834 +1,209%
Acadian Asset Management
123
Acadian Asset Management
Massachusetts
$251K +$178K +17,093 +159%
Russell Investments Group
124
Russell Investments Group
United Kingdom
$238K +$74.2K +7,140 +37%
PCM
125
Prelude Capital Management
New York
$220K +$91.5K +8,810 +57%

HE Hedge Fund Activity: Q2 2024 in Review

277 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q2 2024, worth a combined $642M — down 12% from $730M a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of HE and 40 opened new positions — a net loss of 14 holders — while 76 trimmed existing stakes and 105 added.

The largest buyer was BlackRock, adding an estimated $46.8M. The largest seller was Morgan Stanley, cutting an estimated $15.2M.

  • 277 institutional investors held Hawaiian Electric Industries (HE) as of Q2 2024, down from 297 in Q1 2024.
  • Funds reported $642M of Hawaiian Electric Industries stock for Q2 2024, down 12% quarter-over-quarter.
  • 40 funds opened new Hawaiian Electric Industries positions in Q2 2024 and 54 closed out, a net change of -14 holders.
  • The largest Hawaiian Electric Industries buyer in Q2 2024 was BlackRock, an estimated $46.8M added.
  • The largest Hawaiian Electric Industries seller in Q2 2024 was Morgan Stanley, an estimated $15.2M sold.

Based on aggregated 13F filings for Q2 2024.