We are live on ! Find out more
HE icon

Hawaiian Electric Industries

232 hedge funds and large institutions have $1.59B invested in Hawaiian Electric Industries in 2016 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 97 increasing their positions, 58 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

484% more call options, than puts

Call options by funds: $3.51M | Put options by funds: $601K

79% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 14

67% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 58

4% more funds holding

Funds holding: 223232 (+9)

4% more capital invested

Capital invested by funds: $1.52B → $1.59B (+$64.4M)

0.45% more ownership

Funds ownership: 44.42%44.87% (+0.45%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
232
Holders Change
+9
Holders Change %
+4.04%
% of All Funds
6.19%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
25
Increased
97
Reduced
58
Closed
14
Calls
$3.51M
Puts
$601K
Net Calls
+$2.91M
Net Calls Change
+$2.86M
Name Holding Trade Value Shares
Change
Change in
Stake
O
151
OppenheimerFunds
New York
$374K -$14.8K -449 -4%
ProShare Advisors
152
ProShare Advisors
Maryland
$370K -$29.6K -897 -7%
IRF
153
IBM Retirement Fund
New York
$356K -$18.7K -567 -5%
PP
154
Paloma Partners
Connecticut
$352K -$377K -11,425 -52%
RCM
155
Riverhead Capital Management
Delaware
$342K -$242K -7,347 -41%
OPCM
156
Osborne Partners Capital Management
California
$335K -$95.7K -2,905 -22%
DADC
157
D.A. Davidson & Co
Montana
$333K
Citadel Advisors
158
Citadel Advisors
Florida
$332K +$333K +10,113 New
RJA
159
Raymond James & Associates
Florida
$325K -$7.28K -221 -2%
CAM
160
Capstone Asset Management
Texas
$324K -$14.8K -450 -4%
SCM
161
Shelton Capital Management
Colorado
$322K +$330 +10 +0.1%
ST
162
Spinnaker Trust
Maine
$302K +$39.8K +1,209 +15%
Pacer Advisors
163
Pacer Advisors
Pennsylvania
$301K +$302K +9,176 New
PAG
164
Private Advisor Group
New Jersey
$300K
Walleye Trading
165
Walleye Trading
New York
$295K +$297K +9,001 New
VCM
166
Violich Capital Management
California
$288K
FAAS
167
First Allied Advisory Services
California
$282K +$25.1K +761 +10%
IA
168
IFP Advisors
Florida
$273K +$270K +8,181 +5,928%
BOTOTLSJU
169
Board of Trustees of The Leland Stanford Junior University
California
$252K
VKH
170
Virtu KCG Holdings
New York
$246K -$132K -4,020 -35%
CTA
171
Chesley Taft & Associates
Illinois
$220K
LIA
172
LS Investment Advisors
Michigan
$211K +$89.2K +2,708 +73%
NAM
173
NTV Asset Management
West Virginia
$206K -$19.8K -600 -9%
KFC
174
Klingenstein Fields & Co
New York
$201K +$202K +6,115 New
PFS
175
Prospera Financial Services
Texas
$200K +$201K +6,100 New

HE Hedge Fund Activity: Q2 2016 in Review

232 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q2 2016, worth a combined $1.59B — up 4.2% from $1.52B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new HE positions and 14 closed out — a net gain of 11 holders — while 97 added to existing stakes and 58 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $13.5M. The largest seller was Credit Suisse, cutting an estimated $21.3M.

  • 232 institutional investors held Hawaiian Electric Industries (HE) as of Q2 2016, up from 223 in Q1 2016.
  • Funds reported $1.59B of Hawaiian Electric Industries stock for Q2 2016, up 4.2% quarter-over-quarter.
  • 25 funds opened new Hawaiian Electric Industries positions in Q2 2016 and 14 closed out, a net change of +11 holders.
  • The largest Hawaiian Electric Industries buyer in Q2 2016 was First Trust Advisors, an estimated $13.5M added.
  • The largest Hawaiian Electric Industries seller in Q2 2016 was Credit Suisse, an estimated $21.3M sold.

Based on aggregated 13F filings for Q2 2016.