We are live on ! Find out more
HE icon

Hawaiian Electric Industries

282 hedge funds and large institutions have $1.87B invested in Hawaiian Electric Industries in 2018 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 83 increasing their positions, 94 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,602% more call options, than puts

Call options by funds: $698K | Put options by funds: $41K

16% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 32

1% more funds holding

Funds holding: 279282 (+3)

0.96% more ownership

Funds ownership: 49.08%50.04% (+0.96%)

3% less capital invested

Capital invested by funds: $1.93B → $1.87B (-$55.8M)

12% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 94

Holders
282
Holders Change
+3
Holders Change %
+1.08%
% of All Funds
6.46%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
37
Increased
83
Reduced
94
Closed
32
Calls
$698K
Puts
$41K
Net Calls
+$657K
Net Calls Change
+$407K
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
126
Thrivent Financial for Lutherans
Minnesota
$849K +$30.1K +891 +4%
SOADOR
127
State of Alaska Department of Revenue
Alaska
$828K +$260K +7,680 +47%
Teacher Retirement System of Texas
128
Teacher Retirement System of Texas
Texas
$827K -$973K -28,800 -54%
TD Asset Management
129
TD Asset Management
Ontario, Canada
$825K +$811K +24,000 New
CIC
130
Cornercap Investment Counsel
Georgia
$805K +$28K +830 +4%
Public Employees Retirement Association of Colorado
131
Public Employees Retirement Association of Colorado
Colorado
$795K -$25K -741 -3%
Stifel Financial
132
Stifel Financial
Missouri
$793K +$44.3K +1,312 +6%
Wellington Management Group
133
Wellington Management Group
Massachusetts
$787K +$774K +22,900 New
O
134
OppenheimerFunds
New York
$782K +$104K +3,071 +16%
TAM
135
Tyers Asset Management
Texas
$768K -$616K -18,216 -45%
JMPWA
136
JP Morgan Private Wealth Advisors
California
$768K +$7.67K +227 +1%
NMIMC
137
Northwestern Mutual Investment Management Company
Wisconsin
$766K +$271K +8,024 +56%
Janney Montgomery Scott
138
Janney Montgomery Scott
Pennsylvania
$764K +$91.9K +2,720 +14%
FMII
139
Farmers & Merchants Investments Inc
Nebraska
$759K
State of Wisconsin Investment Board
140
State of Wisconsin Investment Board
Wisconsin
$746K -$20.4K -603 -3%
AB
141
Amalgamated Bank
New York
$745K -$6.32K -187 -0.9%
LTFS
142
Ladenburg Thalmann Financial Services
Florida
$738K -$1.14M -33,832 -61%
LMGAM
143
Liberty Mutual Group Asset Management
Massachusetts
$737K -$209K -6,191 -22%
SFI
144
Susquehanna Fundamental Investments
Pennsylvania
$725K +$713K +21,100 New
Treasurer of the State of North Carolina
145
Treasurer of the State of North Carolina
North Carolina
$721K +$709K +20,971 New
URS
146
Utah Retirement Systems
Utah
$691K
CS
147
Candriam SCA
Luxembourg
$672K
Neuberger Berman Group
148
Neuberger Berman Group
New York
$662K -$259K -7,677 -29%
TRSOTSOK
149
Teachers Retirement System of the State of Kentucky
Kentucky
$658K -$10.5K -312 -2%
SG Americas Securities
150
SG Americas Securities
New York
$633K -$957K -28,316 -61%

HE Hedge Fund Activity: Q1 2018 in Review

282 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q1 2018, worth a combined $1.87B — down 2.9% from $1.93B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new HE positions and 32 closed out — a net gain of 5 holders — while 83 added to existing stakes and 94 trimmed.

The largest buyer was Robeco Institutional Asset Management, adding an estimated $44.5M. The largest seller was Panagora Asset Management, cutting an estimated $32.9M.

  • 282 institutional investors held Hawaiian Electric Industries (HE) as of Q1 2018, up from 279 in Q4 2017.
  • Funds reported $1.87B of Hawaiian Electric Industries stock for Q1 2018, down 2.9% quarter-over-quarter.
  • 37 funds opened new Hawaiian Electric Industries positions in Q1 2018 and 32 closed out, a net change of +5 holders.
  • The largest Hawaiian Electric Industries buyer in Q1 2018 was Robeco Institutional Asset Management, an estimated $44.5M added.
  • The largest Hawaiian Electric Industries seller in Q1 2018 was Panagora Asset Management, an estimated $32.9M sold.

Based on aggregated 13F filings for Q1 2018.