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Hawaiian Electric Industries

253 hedge funds and large institutions have $1.82B invested in Hawaiian Electric Industries in 2017 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 83 increasing their positions, 86 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

3% more funds holding

Funds holding: 246253 (+7)

4% more capital invested

Capital invested by funds: $1.75B → $1.82B (+$70.5M)

0.42% more ownership

Funds ownership: 49.82%50.23% (+0.42%)

3% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 86

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
253
Holders Change
+7
Holders Change %
+2.85%
% of All Funds
6.31%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
25
Increased
83
Reduced
86
Closed
15
Calls
$1.05M
Puts
Net Calls
+$1.05M
Net Calls Change
+$225K
Name Holding Trade Value Shares
Change
Change in
Stake
FMII
126
Farmers & Merchants Investments Inc
Nebraska
$736K -$130K -3,933 -15%
State of Wisconsin Investment Board
127
State of Wisconsin Investment Board
Wisconsin
$735K +$18.8K +569 +3%
CIC
128
Cornercap Investment Counsel
Georgia
$724K +$718K +21,705 New
Stifel Financial
129
Stifel Financial
Missouri
$713K -$14.3K -431 -2%
BOH
130
Bank of Hawaii
Hawaii
$690K -$190K -5,736 -22%
AB
131
Amalgamated Bank
New York
$689K -$19.8K -597 -3%
PA
132
Profund Advisors
Maryland
$669K -$25.6K -774 -4%
Acadian Asset Management
133
Acadian Asset Management
Massachusetts
$668K -$708K -21,386 -52%
URS
134
Utah Retirement Systems
Utah
$659K
CS
135
Candriam SCA
Luxembourg
$652K +$647K +19,544 New
TRSOTSOK
136
Teachers Retirement System of the State of Kentucky
Kentucky
$649K +$6.62K +200 +1%
O
137
OppenheimerFunds
New York
$647K +$9.36K +283 +1%
LCM
138
Laurion Capital Management
New York
$616K -$679K -20,533 -53%
Janney Montgomery Scott
139
Janney Montgomery Scott
Pennsylvania
$612K +$22.1K +667 +4%
RJA
140
Raymond James & Associates
Florida
$562K +$29.1K +880 +6%
Pacer Advisors
141
Pacer Advisors
Pennsylvania
$555K +$57K +1,722 +12%
NBC
142
Neuberger Berman Canada
Ontario, Canada
$554K -$85.1K -2,572 -13%
COPPSERS
143
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$530K -$66 -2 -0%
ANRIA
144
American National Registered Investment Advisor
Texas
$527K -$129K -3,900 -20%
DADC
145
D.A. Davidson & Co
Montana
$517K -$3.41K -103 -0.7%
Baird Financial Group
146
Baird Financial Group
Wisconsin
$517K +$33 +1 +0%
SGI
147
Summit Global Investments
Utah
$491K +$486K +14,700 New
Barclays
148
Barclays
United Kingdom
$479K -$824K -24,902 -63%
NMIMC
149
Northwestern Mutual Investment Management Company
Wisconsin
$475K -$149K -4,489 -24%
SAM
150
Securian Asset Management
Minnesota
$458K

HE Hedge Fund Activity: Q3 2017 in Review

253 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q3 2017, worth a combined $1.82B — up 4% from $1.75B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new HE positions and 15 closed out — a net gain of 10 holders — while 83 added to existing stakes and 86 trimmed.

The largest buyer was Boston Trust Walden, opening a new position worth an estimated $13.6M. The largest seller was State of Michigan Retirement System, cutting an estimated $22.4M.

  • 253 institutional investors held Hawaiian Electric Industries (HE) as of Q3 2017, up from 246 in Q2 2017.
  • Funds reported $1.82B of Hawaiian Electric Industries stock for Q3 2017, up 4% quarter-over-quarter.
  • 25 funds opened new Hawaiian Electric Industries positions in Q3 2017 and 15 closed out, a net change of +10 holders.
  • The largest Hawaiian Electric Industries buyer in Q3 2017 was Boston Trust Walden, an estimated $13.6M added.
  • The largest Hawaiian Electric Industries seller in Q3 2017 was State of Michigan Retirement System, an estimated $22.4M sold.

Based on aggregated 13F filings for Q3 2017.