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Hawaiian Electric Industries

291 hedge funds and large institutions have $1.15B invested in Hawaiian Electric Industries in 2024 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 92 increasing their positions, 77 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more capital invested

Capital invested by funds: $642M → $1.15B (+$506M)

32% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 53

19% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 77

7.79% more ownership

Funds ownership: 64.39%72.18% (+7.8%)

5% more funds holding

Funds holding: 277291 (+14)

25% less call options, than puts

Call options by funds: $26.6M | Put options by funds: $35.5M

Holders
291
Holders Change
+14
Holders Change %
+5.05%
% of All Funds
4.18%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.04%
New
70
Increased
92
Reduced
77
Closed
53
Calls
$26.6M
Puts
$35.5M
Net Calls
-$8.86M
Net Calls Change
-$180K
Name Holding Trade Value Shares
Change
Change in
Stake
Treasurer of the State of North Carolina
101
Treasurer of the State of North Carolina
North Carolina
$556K -$694K -55,981 -49%
IMC Chicago
102
IMC Chicago
Illinois
$552K +$236K +19,008 +50%
TC
103
TwinBeech Capital
New York
$548K +$702K +56,647 New
VOYA Investment Management
104
VOYA Investment Management
Georgia
$531K +$220K +17,779 +48%
CAM
105
Cresset Asset Management
Illinois
$506K -$957K -77,215 -60%
ICM
106
IMS Capital Management
Oregon
$503K +$62 +5 +0%
Victory Capital Management
107
Victory Capital Management
Texas
$498K -$142K -11,479 -18%
PTC
108
Petrus Trust Company
Texas
$493K +$631K +50,947 New
Ensign Peak Advisors
109
Ensign Peak Advisors
Utah
$485K +$120K +9,700 +24%
DAM
110
Deltec Asset Management
New York
$484K +$620K +50,000 New
ET
111
Entropy Technologies
New York
$464K -$109K -8,827 -16%
VanEck Associates
112
VanEck Associates
New York
$443K +$211K +17,055 +60%
M&T Bank
113
M&T Bank
New York
$439K -$323K -26,078 -37%
CMF
114
Counterpoint Mutual Funds
California
$423K +$272K +21,956 +101%
Cetera Investment Advisers
115
Cetera Investment Advisers
Illinois
$418K +$84K +6,779 +19%
II
116
Inspire Investing
Idaho
$409K +$39.8K +3,215 +8%
SC
117
Savant Capital
Illinois
$406K -$19.8K -1,598 -4%
LPL Financial
118
LPL Financial
California
$406K -$19.8K -1,597 -4%
DT
119
Diversified Trust
Tennessee
$390K -$11.3K -916 -2%
Pictet Asset Management
120
Pictet Asset Management
Switzerland
$369K +$177K +14,261 +60%
VI
121
Versor Investments
New York
$367K +$470K +37,900 New
SG Americas Securities
122
SG Americas Securities
New York
$362K +$227K +18,312 +96%
XSC
123
X-Square Capital
Puerto Rico
$350K -$347K -28,013 -44%
MP
124
Mangrove Partners
Connecticut
$347K +$444K +35,816 New
Corient Private Wealth
125
Corient Private Wealth
Florida
$334K -$236K -19,008 -36%

HE Hedge Fund Activity: Q3 2024 in Review

291 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q3 2024, worth a combined $1.15B — up 79% from $642M a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new HE positions and 53 closed out — a net gain of 17 holders — while 92 added to existing stakes and 77 trimmed.

The largest buyer was Zimmer Partners, opening a new position worth an estimated $186M. The largest seller was AQR Capital Management, cutting an estimated $79.6M.

  • 291 institutional investors held Hawaiian Electric Industries (HE) as of Q3 2024, up from 277 in Q2 2024.
  • Funds reported $1.15B of Hawaiian Electric Industries stock for Q3 2024, up 79% quarter-over-quarter.
  • 70 funds opened new Hawaiian Electric Industries positions in Q3 2024 and 53 closed out, a net change of +17 holders.
  • The largest Hawaiian Electric Industries buyer in Q3 2024 was Zimmer Partners, an estimated $186M added.
  • The largest Hawaiian Electric Industries seller in Q3 2024 was AQR Capital Management, an estimated $79.6M sold.

Based on aggregated 13F filings for Q3 2024.