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Hawaiian Electric Industries

292 hedge funds and large institutions have $1.93B invested in Hawaiian Electric Industries in 2018 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 102 increasing their positions, 84 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $446K | Put options by funds: $220K

46% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 24

21% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 84

4% more funds holding

Funds holding: 282292 (+10)

1.56% more ownership

Funds ownership: 50.04%51.61% (+1.6%)

3% more capital invested

Capital invested by funds: $1.87B → $1.93B (+$53.8M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
292
Holders Change
+10
Holders Change %
+3.55%
% of All Funds
6.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
35
Increased
102
Reduced
84
Closed
24
Calls
$446K
Puts
$220K
Net Calls
+$226K
Net Calls Change
-$431K
Name Holding Trade Value Shares
Change
Change in
Stake
NMERB
126
New Mexico Educational Retirement Board
New Mexico
$875K -$153K -4,500 -15%
Thrivent Financial for Lutherans
127
Thrivent Financial for Lutherans
Minnesota
$851K +$3.43K +101 +0.4%
CIC
128
Cornercap Investment Counsel
Georgia
$850K +$47.2K +1,390 +6%
B
129
Barings
North Carolina
$833K +$826K +24,300 New
O
130
OppenheimerFunds
New York
$796K +$14.8K +436 +2%
Public Employees Retirement Association of Colorado
131
Public Employees Retirement Association of Colorado
Colorado
$790K -$2.89K -85 -0.4%
KBC Group
132
KBC Group
Belgium
$783K +$775K +22,815 New
JMPWA
133
JP Morgan Private Wealth Advisors
California
$767K +$68 +2 +0%
NA
134
Neuburgh Advisers
California
$757K -$423K -12,444 -36%
Teacher Retirement System of Texas
135
Teacher Retirement System of Texas
Texas
$757K -$67.9K -1,999 -8%
FMII
136
Farmers & Merchants Investments Inc
Nebraska
$757K
SG Americas Securities
137
SG Americas Securities
New York
$755K +$122K +3,594 +20%
Janney Montgomery Scott
138
Janney Montgomery Scott
Pennsylvania
$752K -$9.85K -290 -1%
AB
139
Amalgamated Bank
New York
$744K +$306 +9 +0%
LMGAM
140
Liberty Mutual Group Asset Management
Massachusetts
$743K +$8.46K +249 +1%
LTFS
141
Ladenburg Thalmann Financial Services
Florida
$738K
NMIMC
142
Northwestern Mutual Investment Management Company
Wisconsin
$734K -$29.8K -878 -4%
State of Wisconsin Investment Board
143
State of Wisconsin Investment Board
Wisconsin
$726K -$18.5K -545 -3%
ACI
144
AMP Capital Investors
Australia
$713K +$352K +10,360 +100%
ARTA
145
A.R.T. Advisors
New York
$706K +$418K +12,300 +148%
URS
146
Utah Retirement Systems
Utah
$685K -$3.4K -100 -0.5%
MF
147
Magnetar Financial
Illinois
$679K -$463K -13,637 -41%
CS
148
Candriam SCA
Luxembourg
$670K
TRSOTSOK
149
Teachers Retirement System of the State of Kentucky
Kentucky
$657K
Stifel Financial
150
Stifel Financial
Missouri
$629K -$158K -4,638 -20%

HE Hedge Fund Activity: Q2 2018 in Review

292 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q2 2018, worth a combined $1.93B — up 2.9% from $1.87B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new HE positions and 24 closed out — a net gain of 11 holders — while 102 added to existing stakes and 84 trimmed.

The largest buyer was Vanguard Group, adding an estimated $14.8M. The largest seller was Bank of New York Mellon, cutting an estimated $21.5M.

  • 292 institutional investors held Hawaiian Electric Industries (HE) as of Q2 2018, up from 282 in Q1 2018.
  • Funds reported $1.93B of Hawaiian Electric Industries stock for Q2 2018, up 2.9% quarter-over-quarter.
  • 35 funds opened new Hawaiian Electric Industries positions in Q2 2018 and 24 closed out, a net change of +11 holders.
  • The largest Hawaiian Electric Industries buyer in Q2 2018 was Vanguard Group, an estimated $14.8M added.
  • The largest Hawaiian Electric Industries seller in Q2 2018 was Bank of New York Mellon, an estimated $21.5M sold.

Based on aggregated 13F filings for Q2 2018.