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Hawaiian Electric Industries

277 hedge funds and large institutions have $642M invested in Hawaiian Electric Industries in 2024 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 105 increasing their positions, 76 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 76

5.8% more ownership

Funds ownership: 58.59%64.39% (+5.8%)

7% less funds holding

Funds holding: 297277 (-20)

12% less capital invested

Capital invested by funds: $730M → $642M (-$87.6M)

26% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 54

43% less call options, than puts

Call options by funds: $11.6M | Put options by funds: $20.3M

Holders
277
Holders Change
-20
Holders Change %
-6.73%
% of All Funds
4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
40
Increased
105
Reduced
76
Closed
54
Calls
$11.6M
Puts
$20.3M
Net Calls
-$8.68M
Net Calls Change
-$9.48M
Name Holding Trade Value Shares
Change
Change in
Stake
AT
126
Arden Trust
Delaware
$218K -$1.34M -129,235 -84%
GLA
127
Great Lakes Advisors
Illinois
$215K +$248K +23,847 New
Pictet Asset Management
128
Pictet Asset Management
Switzerland
$215K +$4.68K +450 +2%
OR
129
Olympiad Research
Connecticut
$213K +$108K +10,353 +78%
PA
130
Parallel Advisors
California
$212K +$126K +12,135 +107%
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$212K +$148K +14,240 +153%
Osaic Holdings
132
Osaic Holdings
Arizona
$208K -$37.1K -3,572 -13%
AAM
133
Advisors Asset Management
Colorado
$204K -$17.1K -1,650 -7%
SOW
134
State of Wyoming
Wyoming
$198K +$33.6K +3,233 +17%
CMF
135
Counterpoint Mutual Funds
California
$196K -$427K -41,075 -65%
Envestnet Asset Management
136
Envestnet Asset Management
Illinois
$195K +$225K +21,610 New
US Bancorp
137
US Bancorp
Minnesota
$190K +$127K +12,175 +136%
Zurich Cantonal Bank
138
Zurich Cantonal Bank
Switzerland
$188K
RJFSA
139
Raymond James Financial Services Advisors
Florida
$185K -$132K -12,724 -38%
BJL
140
Brighton Jones LLC
Washington
$181K -$22.5K -2,161 -10%
PCA
141
Pallas Capital Advisors
Massachusetts
$180K +$147K +14,135 New
RJA
142
Raymond James & Associates
Florida
$175K +$50.3K +4,842 +33%
SG Americas Securities
143
SG Americas Securities
New York
$172K +$198K +19,035 New
Bank of Montreal
144
Bank of Montreal
Ontario, Canada
$169K -$520K -50,034 -73%
AIM
145
Aigen Investment Management
New York
$165K +$4.22K +406 +2%
Public Employees Retirement Association of Colorado
146
Public Employees Retirement Association of Colorado
Colorado
$163K
GC
147
Guggenheim Capital
Illinois
$159K +$70.5K +6,785 +62%
Verition Fund Management
148
Verition Fund Management
Connecticut
$159K -$123K -11,810 -40%
BPA
149
Beacon Pointe Advisors
California
$152K +$2.59K +249 +2%
Wealth Enhancement Advisory Services
150
Wealth Enhancement Advisory Services
Minnesota
$145K +$166K +16,020 New

HE Hedge Fund Activity: Q2 2024 in Review

277 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q2 2024, worth a combined $642M — down 12% from $730M a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of HE and 40 opened new positions — a net loss of 14 holders — while 76 trimmed existing stakes and 105 added.

The largest buyer was BlackRock, adding an estimated $46.8M. The largest seller was Morgan Stanley, cutting an estimated $15.2M.

  • 277 institutional investors held Hawaiian Electric Industries (HE) as of Q2 2024, down from 297 in Q1 2024.
  • Funds reported $642M of Hawaiian Electric Industries stock for Q2 2024, down 12% quarter-over-quarter.
  • 40 funds opened new Hawaiian Electric Industries positions in Q2 2024 and 54 closed out, a net change of -14 holders.
  • The largest Hawaiian Electric Industries buyer in Q2 2024 was BlackRock, an estimated $46.8M added.
  • The largest Hawaiian Electric Industries seller in Q2 2024 was Morgan Stanley, an estimated $15.2M sold.

Based on aggregated 13F filings for Q2 2024.