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Hawaiian Electric Industries
HE

Overview Fund Activity

224 hedge funds and large institutions have $1.17B invested in Hawaiian Electric Industries in 2014 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 85 increasing their positions, 58 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
+11
Holders Change %
+5.16%
% of All Funds
6.47%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
29
Increased
85
Reduced
58
Closed
16
Calls
$249K
Puts
$778K
Net Calls
-$529K
Net Calls Change
+$26K

Top Buyers

1
LCP
Lombardia Capital Partners
California
$42M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$71.8M
3
ACA
Anchor Capital Advisors
Massachusetts
$9.42M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$16.9M
5
DVM
Dreman Value Management
Florida
$8.98M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$74.5M
2
ECP
Electron Capital Partners
New York
$0
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
$24.4M
4
WI
WHV Investments
California
$2.78M
5
SFM
Systematic Financial Management
New Jersey
$1.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRSOTSOK
126
Teachers Retirement System of the State of Kentucky
Kentucky
$521K – – –
OPCM
127
Osborne Partners Capital Management
California
$509K – – –
ANRIA
128
American National Registered Investment Advisor
Texas
$501K -$5.09K -200 -1%
ZCM
129
Zebra Capital Management
Connecticut
$454K +$454K +17,867 New
RC
130
RBO & Co
California
$451K – – –
URS
131
Utah Retirement Systems
Utah
$447K +$2.54K +100 +0.6%
AG
132
Aperio Group
California
$439K +$439K +17,263 New
Creative Planning
133
Creative Planning
Kansas
$435K -$11.9K -467 -3%
MNBTD
134
Moody National Bank Trust Division
Texas
$403K -$5.09K -200 -1%
AIP
135
Ameritas Investment Partners
Nebraska
$399K – – –
AQR Capital Management
136
AQR Capital Management
Connecticut
$391K – – –
AIS
137
American Investment Services
Massachusetts
$387K -$9.37K -368 -2%
LCS
138
Levin Capital Strategies
New York
$386K +$78.5K +3,091 +26%
LPL Financial
139
LPL Financial
California
$383K +$87.9K +3,453 +30%
SAM
140
Securian Asset Management
Minnesota
$372K +$6.2K +244 +2%
SB
141
Suntrust Banks
Georgia
$362K -$11.3K -446 -3%
COPPSERS
142
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$360K +$4.6K +181 +1%
CD
143
Carl Domino
Florida
$348K – – –
PAM
144
Paradigm Asset Management
New York
$339K – – –
ProShare Advisors
145
ProShare Advisors
Maryland
$332K -$1.51M -59,329 -82%
CAM
146
Capstone Asset Management
Texas
$311K -$28.3K -1,110 -8%
CC
147
Cadinha & Co
Hawaii
$299K +$10.2K +400 +4%
Susquehanna International Group
148
Susquehanna International Group
Pennsylvania
$298K -$931K -36,600 -76%
FHA
149
First Horizon Advisors
Tennessee
$295K +$79.5K +3,195 +37%
SG Americas Securities
150
SG Americas Securities
New York
$290K -$72.3K -2,843 -20%
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