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Hawaiian Electric Industries

232 hedge funds and large institutions have $1.59B invested in Hawaiian Electric Industries in 2016 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 97 increasing their positions, 58 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

484% more call options, than puts

Call options by funds: $3.51M | Put options by funds: $601K

79% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 14

67% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 58

4% more funds holding

Funds holding: 223232 (+9)

4% more capital invested

Capital invested by funds: $1.52B → $1.59B (+$64.4M)

0.45% more ownership

Funds ownership: 44.42%44.87% (+0.45%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
232
Holders Change
+9
Holders Change %
+4.04%
% of All Funds
6.19%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
25
Increased
97
Reduced
58
Closed
14
Calls
$3.51M
Puts
$601K
Net Calls
+$2.91M
Net Calls Change
+$2.86M
Name Holding Trade Value Shares
Change
Change in
Stake
URS
126
Utah Retirement Systems
Utah
$639K +$9.89K +300 +2%
SDIC
127
South Dakota Investment Council
South Dakota
$633K
BFM
128
Boothbay Fund Management
New York
$628K -$203K -6,166 -24%
NMIMC
129
Northwestern Mutual Investment Management Company
Wisconsin
$611K +$1.91K +58 +0.3%
SLI
130
Sumitomo Life Insurance
Japan
$564K -$21.7K -658 -4%
AIP
131
Ameritas Investment Partners
Nebraska
$559K +$31.4K +952 +6%
BOH
132
Bank of Hawaii
Hawaii
$540K -$94.3K -2,862 -15%
JMPWA
133
JP Morgan Private Wealth Advisors
California
$521K -$8.17K -248 -2%
MNBTD
134
Moody National Bank Trust Division
Texas
$520K
RA
135
Rational Advisors
New York
$516K
Thrivent Financial for Lutherans
136
Thrivent Financial for Lutherans
Minnesota
$509K +$50.1K +1,520 +11%
PL
137
Parkwood LLC
Ohio
$494K -$85.9K -2,607 -15%
Teacher Retirement System of Texas
138
Teacher Retirement System of Texas
Texas
$493K +$59.7K +1,812 +14%
AB
139
Amalgamated Bank
New York
$452K +$53K +1,608 +12%
Stifel Financial
140
Stifel Financial
Missouri
$446K +$15.8K +478 +4%
LPL Financial
141
LPL Financial
California
$438K -$266K -8,080 -38%
CWM
142
Concert Wealth Management
California
$438K +$440K +13,366 New
RJFSA
143
Raymond James Financial Services Advisors
Florida
$434K +$41.6K +1,261 +11%
SAM
144
Securian Asset Management
Minnesota
$428K -$47.5K -1,442 -10%
Susquehanna International Group
145
Susquehanna International Group
Pennsylvania
$426K -$477K -14,463 -53%
TI
146
Telemetry Investments
New York
$426K -$395K -12,000 -48%
RCM
147
RNC Capital Management
California
$408K
HighTower Advisors
148
HighTower Advisors
Illinois
$405K +$19.7K +598 +5%
BAM
149
Bruderman Asset Management
New York
$403K -$8.5K -258 -2%
CCM
150
CrestPoint Capital Management
Missouri
$390K

HE Hedge Fund Activity: Q2 2016 in Review

232 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q2 2016, worth a combined $1.59B — up 4.2% from $1.52B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new HE positions and 14 closed out — a net gain of 11 holders — while 97 added to existing stakes and 58 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $13.5M. The largest seller was Credit Suisse, cutting an estimated $21.3M.

  • 232 institutional investors held Hawaiian Electric Industries (HE) as of Q2 2016, up from 223 in Q1 2016.
  • Funds reported $1.59B of Hawaiian Electric Industries stock for Q2 2016, up 4.2% quarter-over-quarter.
  • 25 funds opened new Hawaiian Electric Industries positions in Q2 2016 and 14 closed out, a net change of +11 holders.
  • The largest Hawaiian Electric Industries buyer in Q2 2016 was First Trust Advisors, an estimated $13.5M added.
  • The largest Hawaiian Electric Industries seller in Q2 2016 was Credit Suisse, an estimated $21.3M sold.

Based on aggregated 13F filings for Q2 2016.