We are live on ! Find out more
HE icon

Hawaiian Electric Industries

323 hedge funds and large institutions have $2.84B invested in Hawaiian Electric Industries in 2019 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 110 increasing their positions, 96 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more call options, than puts

Call options by funds: $698K | Put options by funds: $258K

38% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 26

15% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 96

2% more capital invested

Capital invested by funds: $2.77B → $2.84B (+$68.7M)

1% more funds holding

Funds holding: 321323 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.22% less ownership

Funds ownership: 55.88%55.66% (-0.22%)

Holders
323
Holders Change
+2
Holders Change %
+0.62%
% of All Funds
6.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
36
Increased
110
Reduced
96
Closed
26
Calls
$698K
Puts
$258K
Net Calls
+$440K
Net Calls Change
-$331K
Name Holding Trade Value Shares
Change
Change in
Stake
AB
126
Amalgamated Bank
New York
$1.17M +$116K +2,584 +12%
VRS
127
Virginia Retirement Systems
Virginia
$1.14M
Baird Financial Group
128
Baird Financial Group
Wisconsin
$1.14M -$315K -7,023 -22%
JMPWA
129
JP Morgan Private Wealth Advisors
California
$1.07M -$3.5K -78 -0.3%
ACM
130
AlphaCrest Capital Management
New York
$1.06M +$1.01M +22,561 New
Allianz Asset Management
131
Allianz Asset Management
Germany
$1.05M +$121K +2,696 +14%
VOYA Investment Management
132
VOYA Investment Management
Georgia
$1.03M -$34.5K -769 -3%
Bank of Montreal
133
Bank of Montreal
Ontario, Canada
$1M +$366K +8,164 +62%
Wellington Management Group
134
Wellington Management Group
Massachusetts
$999K -$212K -4,731 -18%
URS
135
Utah Retirement Systems
Utah
$971K +$8.96K +200 +1%
MERSOM
136
Municipal Employees' Retirement System of Michigan
Michigan
$947K +$9.86K +220 +1%
Macquarie Group
137
Macquarie Group
Australia
$918K -$108K -2,400 -11%
GC
138
Guggenheim Capital
Illinois
$907K -$1.69M -37,607 -66%
LPL Financial
139
LPL Financial
California
$905K -$9.19K -205 -1%
COPPSERS
140
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$901K +$1.52K +34 +0.2%
Public Employees Retirement Association of Colorado
141
Public Employees Retirement Association of Colorado
Colorado
$891K
SG Americas Securities
142
SG Americas Securities
New York
$885K -$787K -17,564 -48%
NMERB
143
New Mexico Educational Retirement Board
New Mexico
$881K
HighTower Advisors
144
HighTower Advisors
Illinois
$854K +$986 +22 +0.1%
SOADOR
145
State of Alaska Department of Revenue
Alaska
$839K -$65.6K -1,463 -8%
Deutsche Bank
146
Deutsche Bank
Germany
$833K -$1.12M -24,957 -58%
Envestnet Asset Management
147
Envestnet Asset Management
Illinois
$832K +$24.9K +555 +3%
AL
148
AJO LP
Pennsylvania
$825K +$790K +17,620 New
TRSOTSOK
149
Teachers Retirement System of the State of Kentucky
Kentucky
$804K
PA
150
Parallel Advisors
California
$795K +$97.6K +2,178 +15%

HE Hedge Fund Activity: Q4 2019 in Review

323 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q4 2019, worth a combined $2.84B — up 2.5% from $2.77B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new HE positions and 26 closed out — a net gain of 10 holders — while 110 added to existing stakes and 96 trimmed.

The largest buyer was ValueAct Holdings, adding an estimated $18.5M. The largest seller was Nordea Investment Management, exiting entirely with an estimated $24.3M sold.

  • 323 institutional investors held Hawaiian Electric Industries (HE) as of Q4 2019, up from 321 in Q3 2019.
  • Funds reported $2.84B of Hawaiian Electric Industries stock for Q4 2019, up 2.5% quarter-over-quarter.
  • 36 funds opened new Hawaiian Electric Industries positions in Q4 2019 and 26 closed out, a net change of +10 holders.
  • The largest Hawaiian Electric Industries buyer in Q4 2019 was ValueAct Holdings, an estimated $18.5M added.
  • The largest Hawaiian Electric Industries seller in Q4 2019 was Nordea Investment Management, an estimated $24.3M sold.

Based on aggregated 13F filings for Q4 2019.