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Hawaiian Electric Industries
HE

291 hedge funds and large institutions have $1B invested in Hawaiian Electric Industries in 2023 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 90 increasing their positions, 102 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 42

26% more capital invested

Capital invested by funds: $793M → $1B (+$209M)

6% more funds holding

Funds holding: 275 → 291 (+16)

5.4% more ownership

Funds ownership: 58.71% → 64.11% (+5.4%)

12% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 102

32% less call options, than puts

Call options by funds: $33.8M | Put options by funds: $49.4M

Holders
291
Holders Change
+16
Holders Change %
+5.82%
% of All Funds
4.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
61
Increased
90
Reduced
102
Closed
42
Calls
$33.8M
Puts
$49.4M
Net Calls
-$15.6M
Net Calls Change
+$79.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$91.4M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$17.4M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$15M
4
First Trust Advisors
First Trust Advisors
Illinois
+$13.1M
5
Verition Fund Management
Verition Fund Management
Connecticut
+$8.2M

Top Sellers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
-$21.4M
2
AQR Capital Management
AQR Capital Management
Connecticut
-$18.7M
3
JAM
Jupiter Asset Management
United Kingdom
-$14.9M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$9.09M
5
Northern Trust
Northern Trust
Illinois
-$8.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jacobs Levy Equity Management
126
Jacobs Levy Equity Management
New Jersey
$355K -$1.07M -82,213 -77%
VanEck Associates
127
VanEck Associates
New York
$352K -$10.3K -793 -3%
EAM
128
Evanson Asset Management
California
$333K -$13K -1,000 -4%
Pictet Asset Management
129
Pictet Asset Management
Switzerland
$332K – – –
VOYA Investment Management
130
VOYA Investment Management
Georgia
$331K +$51.9K +3,990 +21%
Truist Financial
131
Truist Financial
North Carolina
$329K -$15.1K -1,159 -5%
NC
132
NinePointTwo Capital
California
$321K +$294K +22,632 New
BHCM
133
Brevan Howard Capital Management
Jersey
$315K +$288K +22,165 New
IC
134
IEQ Capital
California
$303K +$29.7K +2,282 +12%
Manulife (Manufacturers Life Insurance)
135
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$298K +$23.3K +1,795 +9%
Zurich Cantonal Bank
136
Zurich Cantonal Bank
Switzerland
$295K -$28.4K -2,181 -9%
EI
137
Ethic Inc
New York
$294K +$43K +3,310 +19%
Neuberger Berman Group
138
Neuberger Berman Group
New York
$265K +$242K +18,646 New
HPM
139
Hoxton Planning & Management
West Virginia
$261K +$52.9K +4,070 +28%
RJA
140
Raymond James & Associates
Florida
$259K -$110K -8,484 -32%
Parallax Volatility Advisers
141
Parallax Volatility Advisers
California
$258K +$237K +18,209 New
Public Employees Retirement Association of Colorado
142
Public Employees Retirement Association of Colorado
Colorado
$257K – – –
AC
143
AXQ Capital
New Jersey
$257K +$235K +18,100 New
Wells Fargo
144
Wells Fargo
California
$255K -$644K -49,551 -73%
BPA
145
Beacon Pointe Advisors
California
$253K -$305K -23,443 -57%
CAPTRUST Financial Advisors
146
CAPTRUST Financial Advisors
North Carolina
$251K -$98.2K -7,550 -30%
DCM
147
DGS Capital Management
New Jersey
$251K +$230K +17,684 New
PI
148
Putnam Investments
Massachusetts
$242K -$28.7K -2,210 -11%
SSWM
149
Smith Salley Wealth Management
North Carolina
$242K +$222K +17,052 New
SOW
150
State of Wyoming
Wyoming
$241K +$154K +11,851 +232%
4 5
6
7 8

HE Hedge Fund Activity: Q4 2023 in Review

291 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q4 2023, worth a combined $1B — up 26% from $793M a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new HE positions and 42 closed out — a net gain of 19 holders — while 90 added to existing stakes and 102 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $91.4M. The largest seller was Pacer Advisors, exiting entirely with an estimated $21.4M sold.

  • 291 institutional investors held Hawaiian Electric Industries (HE) as of Q4 2023, up from 275 in Q3 2023.
  • Funds reported $1B of Hawaiian Electric Industries stock for Q4 2023, up 26% quarter-over-quarter.
  • 61 funds opened new Hawaiian Electric Industries positions in Q4 2023 and 42 closed out, a net change of +19 holders.
  • The largest Hawaiian Electric Industries buyer in Q4 2023 was Morgan Stanley, an estimated $91.4M added.
  • The largest Hawaiian Electric Industries seller in Q4 2023 was Pacer Advisors, an estimated $21.4M sold.

Based on aggregated 13F filings for Q4 2023.