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Hawaiian Electric Industries

323 hedge funds and large institutions have $2.84B invested in Hawaiian Electric Industries in 2019 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 110 increasing their positions, 96 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more call options, than puts

Call options by funds: $698K | Put options by funds: $258K

38% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 26

15% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 96

2% more capital invested

Capital invested by funds: $2.77B → $2.84B (+$68.7M)

1% more funds holding

Funds holding: 321323 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.22% less ownership

Funds ownership: 55.88%55.66% (-0.22%)

Holders
323
Holders Change
+2
Holders Change %
+0.62%
% of All Funds
6.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
36
Increased
110
Reduced
96
Closed
26
Calls
$698K
Puts
$258K
Net Calls
+$440K
Net Calls Change
-$331K
Name Holding Trade Value Shares
Change
Change in
Stake
FMII
151
Farmers & Merchants Investments Inc
Nebraska
$788K
GCP
152
GSA Capital Partners
United Kingdom
$748K +$204K +4,559 +40%
JWCA
153
J.W. Cole Advisors
Florida
$732K +$700K +15,616 New
RJA
154
Raymond James & Associates
Florida
$727K +$39.6K +884 +6%
State of Wisconsin Investment Board
155
State of Wisconsin Investment Board
Wisconsin
$719K
Stifel Financial
156
Stifel Financial
Missouri
$715K -$10.3K -229 -1%
Janney Montgomery Scott
157
Janney Montgomery Scott
Pennsylvania
$700K +$627 +14 +0.1%
Asset Management One
158
Asset Management One
Japan
$685K -$31.7K -707 -5%
VI
159
Versor Investments
New York
$675K +$645K +14,400 New
Millennium Management
160
Millennium Management
New York
$669K -$2.55M -56,964 -80%
PA
161
Profund Advisors
Maryland
$667K -$29K -647 -4%
AAM
162
Advisors Asset Management
Colorado
$634K +$45.3K +1,011 +8%
SFM
163
Systematic Financial Management
New Jersey
$622K
RIM
164
Redpoint Investment Management
Australia
$622K +$595K +13,268 New
ST
165
Spinnaker Trust
Maine
$610K -$5.15K -115 -0.9%
6M
166
6 Meridian
Kansas
$595K +$21.9K +489 +4%
DIM
167
DC Investments Management
Virginia
$593K -$30.8K -687 -5%
US Bancorp
168
US Bancorp
Minnesota
$593K -$19.9K -444 -3%
CEP
169
Chicago Equity Partners
Illinois
$591K +$565K +12,605 New
ProShare Advisors
170
ProShare Advisors
Maryland
$576K +$45.7K +1,020 +9%
CHAM
171
Clear Harbor Asset Management
Connecticut
$565K +$182K +4,060 +51%
Truist Financial
172
Truist Financial
North Carolina
$552K +$528K +11,772 New
SF
173
Synovus Financial
Georgia
$548K +$17.3K +386 +3%
WS
174
Wedbush Securities
California
$546K +$3.36K +75 +0.6%
HSBC Holdings
175
HSBC Holdings
United Kingdom
$544K +$313K +6,993 +148%

HE Hedge Fund Activity: Q4 2019 in Review

323 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q4 2019, worth a combined $2.84B — up 2.5% from $2.77B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new HE positions and 26 closed out — a net gain of 10 holders — while 110 added to existing stakes and 96 trimmed.

The largest buyer was ValueAct Holdings, adding an estimated $18.5M. The largest seller was Nordea Investment Management, exiting entirely with an estimated $24.3M sold.

  • 323 institutional investors held Hawaiian Electric Industries (HE) as of Q4 2019, up from 321 in Q3 2019.
  • Funds reported $2.84B of Hawaiian Electric Industries stock for Q4 2019, up 2.5% quarter-over-quarter.
  • 36 funds opened new Hawaiian Electric Industries positions in Q4 2019 and 26 closed out, a net change of +10 holders.
  • The largest Hawaiian Electric Industries buyer in Q4 2019 was ValueAct Holdings, an estimated $18.5M added.
  • The largest Hawaiian Electric Industries seller in Q4 2019 was Nordea Investment Management, an estimated $24.3M sold.

Based on aggregated 13F filings for Q4 2019.