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Hawaiian Electric Industries

229 hedge funds and large institutions have $1.45B invested in Hawaiian Electric Industries in 2014 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 66 increasing their positions, 73 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 42

3% more funds holding

Funds holding: 223229 (+6)

10% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 73

9.53% less ownership

Funds ownership: 51.75%42.22% (-9.5%)

34% less capital invested

Capital invested by funds: $2.2B → $1.45B (-$758M)

64% less call options, than puts

Call options by funds: $410K | Put options by funds: $1.13M

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
229
Holders Change
+6
Holders Change %
+2.69%
% of All Funds
6.11%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
50
Increased
66
Reduced
73
Closed
42
Calls
$410K
Puts
$1.13M
Net Calls
-$723K
Net Calls Change
-$342K
Name Holding Trade Value Shares
Change
Change in
Stake
DBT
126
Dubuque Bank & Trust
Iowa
$529K +$74.7K +2,565 +19%
MAM
127
Mizuho Asset Management
Japan
$522K +$454K +15,595 New
SG Americas Securities
128
SG Americas Securities
New York
$521K +$123K +4,226 +37%
LPL Financial
129
LPL Financial
California
$510K -$43.7K -1,500 -9%
AIP
130
Ameritas Investment Partners
Nebraska
$506K
HW
131
Hedeker Wealth
Illinois
$498K +$433K +14,869 New
BA
132
BlackRock Advisors
Delaware
$481K
SAM
133
Securian Asset Management
Minnesota
$480K -$4.25K -146 -1%
HA
134
Hamel Associates
New Jersey
$471K -$387K -13,300 -49%
BOH
135
Bank of Hawaii
Hawaii
$436K +$6.84K +235 +2%
AG
136
Aperio Group
California
$431K +$45.7K +1,568 +14%
Tudor Investment Corp
137
Tudor Investment Corp
Connecticut
$424K -$88.8K -3,048 -19%
SB
138
Suntrust Banks
Georgia
$397K +$347K +11,900 New
Stifel Financial
139
Stifel Financial
Missouri
$382K -$79.8K -2,740 -19%
DDPIC
140
Deroy & Devereaux Private Investment Counsel
Michigan
$375K -$8.76M -300,632 -96%
PFS
141
Prospera Financial Services
Texas
$375K -$43.7K -1,500 -12%
NBC
142
Neuberger Berman Canada
Ontario, Canada
$366K +$319K +10,941 New
DADC
143
D.A. Davidson & Co
Montana
$364K -$72.5K -2,488 -19%
SCM
144
Shelton Capital Management
Colorado
$363K
PL
145
Parkwood LLC
Ohio
$353K +$307K +10,553 New
ZIM
146
Zacks Investment Management
Illinois
$351K +$305K +10,487 New
CC
147
Cadinha & Co
Hawaii
$336K +$1.4K +48 +0.5%
CL
148
CSS LLC
Illinois
$335K +$291K +10,000 New
EGM
149
Engineers Gate Manager
New York
$332K +$288K +9,902 New
CAM
150
Capstone Asset Management
Texas
$328K -$43.4K -1,490 -13%

HE Hedge Fund Activity: Q4 2014 in Review

229 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q4 2014, worth a combined $1.45B — down 34% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new HE positions and 42 closed out — a net gain of 8 holders — while 66 added to existing stakes and 73 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $26.9M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $799M sold.

  • 229 institutional investors held Hawaiian Electric Industries (HE) as of Q4 2014, up from 223 in Q3 2014.
  • Funds reported $1.45B of Hawaiian Electric Industries stock for Q4 2014, down 34% quarter-over-quarter.
  • 50 funds opened new Hawaiian Electric Industries positions in Q4 2014 and 42 closed out, a net change of +8 holders.
  • The largest Hawaiian Electric Industries buyer in Q4 2014 was AQR Capital Management, an estimated $26.9M added.
  • The largest Hawaiian Electric Industries seller in Q4 2014 was Americafirst Capital Management, an estimated $799M sold.

Based on aggregated 13F filings for Q4 2014.