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Hawaiian Electric Industries

253 hedge funds and large institutions have $1.82B invested in Hawaiian Electric Industries in 2017 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 83 increasing their positions, 86 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

3% more funds holding

Funds holding: 246253 (+7)

4% more capital invested

Capital invested by funds: $1.75B → $1.82B (+$70.5M)

0.42% more ownership

Funds ownership: 49.82%50.23% (+0.42%)

3% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 86

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
253
Holders Change
+7
Holders Change %
+2.85%
% of All Funds
6.31%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
25
Increased
83
Reduced
86
Closed
15
Calls
$1.05M
Puts
Net Calls
+$1.05M
Net Calls Change
+$225K
Name Holding Trade Value Shares
Change
Change in
Stake
IG
151
ING Group
Netherlands
$445K +$3.08K +93 +0.7%
CGH
152
Crossmark Global Holdings
Texas
$421K +$417K +12,611 New
MF
153
Magnetar Financial
Illinois
$418K +$414K +12,513 New
Bank of Montreal
154
Bank of Montreal
Ontario, Canada
$411K -$298 -9 -0.1%
MNBTD
155
Moody National Bank Trust Division
Texas
$399K -$129K -3,900 -25%
PA
156
Parallel Advisors
California
$383K +$86.4K +2,612 +34%
RJFSA
157
Raymond James Financial Services Advisors
Florida
$377K +$37.7K +1,141 +11%
LPL Financial
158
LPL Financial
California
$363K -$46.4K -1,403 -11%
WI
159
WBI Investments
New Jersey
$361K -$4.56M -137,825 -93%
GWM
160
GSB Wealth Management
Connecticut
$354K
FQ
161
First Quadrant
California
$350K
GI
162
GAMCO Investors
Connecticut
$345K -$288K -8,700 -46%
LA
163
Lucus Advisors
New York
$345K -$24.6K -745 -7%
IA
164
IFP Advisors
Florida
$328K +$16.5K +499 +5%
ST
165
Spinnaker Trust
Maine
$323K
OPCM
166
Osborne Partners Capital Management
California
$321K
SOADOR
167
State of Alaska Department of Revenue
Alaska
$311K +$68.2K +2,060 +28%
ProShare Advisors
168
ProShare Advisors
Maryland
$298K -$14.3K -432 -5%
FRM
169
Fox Run Management
Connecticut
$294K +$291K +8,800 New
VCM
170
Violich Capital Management
California
$286K -$6.62K -200 -2%
US Bancorp
171
US Bancorp
Minnesota
$283K +$39.6K +1,196 +16%
PAG
172
Private Advisor Group
New Jersey
$281K +$629 +19 +0.2%
FAAS
173
First Allied Advisory Services
California
$278K -$3.11K -94 -1%
LIA
174
LS Investment Advisors
Michigan
$274K -$9.96K -301 -4%
SCM
175
Shelton Capital Management
Colorado
$271K

HE Hedge Fund Activity: Q3 2017 in Review

253 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q3 2017, worth a combined $1.82B — up 4% from $1.75B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new HE positions and 15 closed out — a net gain of 10 holders — while 83 added to existing stakes and 86 trimmed.

The largest buyer was Boston Trust Walden, opening a new position worth an estimated $13.6M. The largest seller was State of Michigan Retirement System, cutting an estimated $22.4M.

  • 253 institutional investors held Hawaiian Electric Industries (HE) as of Q3 2017, up from 246 in Q2 2017.
  • Funds reported $1.82B of Hawaiian Electric Industries stock for Q3 2017, up 4% quarter-over-quarter.
  • 25 funds opened new Hawaiian Electric Industries positions in Q3 2017 and 15 closed out, a net change of +10 holders.
  • The largest Hawaiian Electric Industries buyer in Q3 2017 was Boston Trust Walden, an estimated $13.6M added.
  • The largest Hawaiian Electric Industries seller in Q3 2017 was State of Michigan Retirement System, an estimated $22.4M sold.

Based on aggregated 13F filings for Q3 2017.