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Hawaiian Electric Industries

300 hedge funds and large institutions have $2.38B invested in Hawaiian Electric Industries in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 98 increasing their positions, 97 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more call options, than puts

Call options by funds: $863K | Put options by funds: $577K

24% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 21

1% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 97

1% more funds holding

Funds holding: 298300 (+2)

0.01% less ownership

Funds ownership: 53.18%53.17% (-0.01%)

3% less capital invested

Capital invested by funds: $2.45B → $2.38B (-$71.2M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
300
Holders Change
+2
Holders Change %
+0.67%
% of All Funds
5.25%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
26
Increased
98
Reduced
97
Closed
21
Calls
$863K
Puts
$577K
Net Calls
+$286K
Net Calls Change
-$658K
Name Holding Trade Value Shares
Change
Change in
Stake
FPF
151
First Pacific Financial
Washington
$517K +$28K +652 +5%
AAM
152
Advisors Asset Management
Colorado
$517K +$166K +3,866 +44%
Qube Research & Technologies (QRT)
153
Qube Research & Technologies (QRT)
United Kingdom
$511K +$46.2K +1,076 +9%
X
154
Xponance
Pennsylvania
$499K -$23.2K -540 -4%
RP
155
Rice Partnership
Hawaii
$496K -$80.6K -1,877 -13%
American Century Companies
156
American Century Companies
Missouri
$490K +$76.7K +1,786 +17%
JG
157
Jefferies Group
New York
$478K +$502K +11,700 New
DekaBank Deutsche Girozentrale
158
DekaBank Deutsche Girozentrale
Germany
$469K
Pacer Advisors
159
Pacer Advisors
Pennsylvania
$458K -$11.8K -276 -2%
CT
160
Clearstead Trust
Maine
$458K +$342K +7,958 +245%
OC
161
Oppenheimer & Co
New York
$457K +$43 +1 +0%
Zurich Cantonal Bank
162
Zurich Cantonal Bank
Switzerland
$453K
Janus Henderson Group
163
Janus Henderson Group
United Kingdom
$451K -$5.32M -124,007 -92%
Cetera Investment Advisers
164
Cetera Investment Advisers
Illinois
$448K +$14.5K +337 +3%
SFS
165
Sowell Financial Services
Arkansas
$447K
FBB
166
Fulton Breakefield Broenniman
Maryland
$437K +$459K +10,705 New
ProShare Advisors
167
ProShare Advisors
Maryland
$434K +$54.4K +1,267 +14%
AWM
168
AE Wealth Management
Kansas
$421K +$13K +302 +3%
FTDI
169
First Trust Direct Indexing
Massachusetts
$421K +$191K +4,452 +76%
AIC
170
Ameritas Investment Company
Nebraska
$416K +$234K +5,444 +115%
VI
171
Versor Investments
New York
$404K +$425K +9,892 New
Macquarie Group
172
Macquarie Group
Australia
$400K -$56K -1,306 -12%
SAM
173
Securian Asset Management
Minnesota
$400K -$9.91K -231 -2%
TCM
174
Telos Capital Management
California
$400K
VCM
175
Violich Capital Management
California
$391K +$77.3K +1,800 +23%

HE Hedge Fund Activity: Q3 2021 in Review

300 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q3 2021, worth a combined $2.38B — down 2.9% from $2.45B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new HE positions and 21 closed out — a net gain of 5 holders — while 98 added to existing stakes and 97 trimmed.

The largest buyer was Nordea Investment Management, adding an estimated $43.1M. The largest seller was Inclusive Capital Partners, exiting entirely with an estimated $21.8M sold.

  • 300 institutional investors held Hawaiian Electric Industries (HE) as of Q3 2021, up from 298 in Q2 2021.
  • Funds reported $2.38B of Hawaiian Electric Industries stock for Q3 2021, down 2.9% quarter-over-quarter.
  • 26 funds opened new Hawaiian Electric Industries positions in Q3 2021 and 21 closed out, a net change of +5 holders.
  • The largest Hawaiian Electric Industries buyer in Q3 2021 was Nordea Investment Management, an estimated $43.1M added.
  • The largest Hawaiian Electric Industries seller in Q3 2021 was Inclusive Capital Partners, an estimated $21.8M sold.

Based on aggregated 13F filings for Q3 2021.