We are live on ! Find out more
HE icon

Hawaiian Electric Industries

259 hedge funds and large institutions have $1.79B invested in Hawaiian Electric Industries in 2017 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 94 increasing their positions, 82 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

312% more call options, than puts

Call options by funds: $1.21M | Put options by funds: $294K

15% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 82

6% more capital invested

Capital invested by funds: $1.68B → $1.79B (+$107M)

2.6% more ownership

Funds ownership: 46.86%49.46% (+2.6%)

6% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 31

2% less funds holding

Funds holding: 264259 (-5)

Holders
259
Holders Change
-5
Holders Change %
-1.89%
% of All Funds
6.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
94
Reduced
82
Closed
31
Calls
$1.21M
Puts
$294K
Net Calls
+$917K
Net Calls Change
+$587K
Name Holding Trade Value Shares
Change
Change in
Stake
SLI
151
Sumitomo Life Insurance
Japan
$493K -$30.4K -916 -6%
LPL Financial
152
LPL Financial
California
$492K +$232 +7 +0%
SG Americas Securities
153
SG Americas Securities
New York
$488K +$486K +14,658 New
Arrowstreet Capital
154
Arrowstreet Capital
Massachusetts
$476K +$475K +14,300 New
SAM
155
Securian Asset Management
Minnesota
$464K +$14.5K +436 +3%
IAM
156
Integre Asset Management
New York
$460K -$60.8K -1,833 -12%
Pacer Advisors
157
Pacer Advisors
Pennsylvania
$444K +$80K +2,410 +22%
FHB
158
First Hawaiian Bank
Hawaii
$443K -$14.3K -432 -3%
RCM
159
RNC Capital Management
California
$423K -$8.3K -250 -2%
HighTower Advisors
160
HighTower Advisors
Illinois
$416K -$382K -11,513 -48%
Bank of Montreal
161
Bank of Montreal
Ontario, Canada
$411K -$55.8K -1,681 -12%
LA
162
Lucus Advisors
New York
$408K +$407K +12,253 New
FQ
163
First Quadrant
California
$377K
SBIA
164
Sheaff Brock Investment Advisors
Indiana
$375K +$66 +2 +0%
PM
165
Parametrica Management
Hong Kong
$372K -$38.5K -1,160 -9%
ProShare Advisors
166
ProShare Advisors
Maryland
$359K -$50.2K -1,513 -12%
GWM
167
GSB Wealth Management
Connecticut
$353K
FAAS
168
First Allied Advisory Services
California
$349K +$46K +1,387 +15%
CAM
169
Capstone Asset Management
Texas
$340K +$2.65K +80 +0.8%
VKH
170
Virtu KCG Holdings
New York
$337K -$530K -15,979 -61%
RJFSA
171
Raymond James Financial Services Advisors
Florida
$336K -$29.4K -887 -8%
Credit Agricole
172
Credit Agricole
France
$334K +$333K +10,026 New
ST
173
Spinnaker Trust
Maine
$323K +$16.6K +500 +5%
OPCM
174
Osborne Partners Capital Management
California
$320K -$19.9K -600 -6%
IA
175
IFP Advisors
Florida
$309K +$1.46K +44 +0.5%

HE Hedge Fund Activity: Q1 2017 in Review

259 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q1 2017, worth a combined $1.79B — up 6.3% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new HE positions and 31 closed out — a net gain of 2 holders — while 94 added to existing stakes and 82 trimmed.

The largest buyer was BlackRock, adding an estimated $297M. The largest seller was Denver Investment Advisors, exiting entirely with an estimated $18.6M sold.

  • 259 institutional investors held Hawaiian Electric Industries (HE) as of Q1 2017, down from 264 in Q4 2016.
  • Funds reported $1.79B of Hawaiian Electric Industries stock for Q1 2017, up 6.3% quarter-over-quarter.
  • 33 funds opened new Hawaiian Electric Industries positions in Q1 2017 and 31 closed out, a net change of +2 holders.
  • The largest Hawaiian Electric Industries buyer in Q1 2017 was BlackRock, an estimated $297M added.
  • The largest Hawaiian Electric Industries seller in Q1 2017 was Denver Investment Advisors, an estimated $18.6M sold.

Based on aggregated 13F filings for Q1 2017.