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Hawaiian Electric Industries
HE

291 hedge funds and large institutions have $1B invested in Hawaiian Electric Industries in 2023 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 90 increasing their positions, 102 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 42

26% more capital invested

Capital invested by funds: $793M → $1B (+$209M)

6% more funds holding

Funds holding: 275 → 291 (+16)

5.4% more ownership

Funds ownership: 58.71% → 64.11% (+5.4%)

12% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 102

32% less call options, than puts

Call options by funds: $33.8M | Put options by funds: $49.4M

Holders
291
Holders Change
+16
Holders Change %
+5.82%
% of All Funds
4.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
61
Increased
90
Reduced
102
Closed
42
Calls
$33.8M
Puts
$49.4M
Net Calls
-$15.6M
Net Calls Change
+$79.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$91.4M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$17.4M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$15M
4
First Trust Advisors
First Trust Advisors
Illinois
+$13.1M
5
Verition Fund Management
Verition Fund Management
Connecticut
+$8.2M

Top Sellers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
-$21.4M
2
AQR Capital Management
AQR Capital Management
Connecticut
-$18.7M
3
JAM
Jupiter Asset Management
United Kingdom
-$14.9M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$9.09M
5
Northern Trust
Northern Trust
Illinois
-$8.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
IPW
151
Impact Partnership Wealth
Georgia
$236K +$217K +16,660 New
Capstone Investment Advisors
152
Capstone Investment Advisors
New York
$235K +$215K +16,560 New
ETC
153
Exchange Traded Concepts
Oklahoma
$229K – – –
VPIM
154
Vanguard Personalized Indexing Management
California
$229K +$62.9K +4,834 +43%
Bank of Montreal
155
Bank of Montreal
Ontario, Canada
$228K -$175K -13,448 -46%
SAM
156
Shell Asset Management
Netherlands
$226K -$61.4K -4,724 -23%
BCM
157
Bayesian Capital Management
New York
$226K +$207K +15,920 New
BJL
158
Brighton Jones LLC
Washington
$224K +$205K +15,788 New
OA
159
Oracle Alpha
Ontario, Canada
$218K +$199K +15,328 New
Walleye Trading
160
Walleye Trading
New York
$216K +$112K +8,596 +130%
Nisa Investment Advisors
161
Nisa Investment Advisors
Missouri
$214K +$23.7K +1,820 +14%
II
162
IFM Investors
Australia
$210K +$1.31K +101 +0.7%
GCM
163
Graham Capital Management
Connecticut
$209K +$191K +14,724 New
PNC Financial Services Group
164
PNC Financial Services Group
Pennsylvania
$207K +$58.7K +4,515 +45%
CC
165
Cipher Capital
New York
$206K +$189K +14,505 New
HighTower Advisors
166
HighTower Advisors
Illinois
$202K -$17K -1,307 -8%
BFM
167
Boothbay Fund Management
New York
$201K +$35.6K +2,737 +24%
BC
168
Bridgefront Capital
Texas
$195K +$46K +3,539 +35%
Corient Private Wealth
169
Corient Private Wealth
Florida
$195K +$178K +13,723 New
Allianz Asset Management
170
Allianz Asset Management
Germany
$194K +$19.2K +1,477 +12%
QCM
171
Quantinno Capital Management
New York
$189K +$173K +13,331 New
FHB
172
First Hawaiian Bank
Hawaii
$187K -$37.5K -2,885 -18%
WPC
173
Wedmont Private Capital
Pennsylvania
$183K +$156K +12,026 New
Wealth Enhancement Advisory Services
174
Wealth Enhancement Advisory Services
Minnesota
$182K +$23.1K +1,780 +16%
IAIM
175
International Assets Investment Management
Florida
$181K +$13K +1,000 +9%
5 6
7
8 9

HE Hedge Fund Activity: Q4 2023 in Review

291 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q4 2023, worth a combined $1B — up 26% from $793M a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new HE positions and 42 closed out — a net gain of 19 holders — while 90 added to existing stakes and 102 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $91.4M. The largest seller was Pacer Advisors, exiting entirely with an estimated $21.4M sold.

  • 291 institutional investors held Hawaiian Electric Industries (HE) as of Q4 2023, up from 275 in Q3 2023.
  • Funds reported $1B of Hawaiian Electric Industries stock for Q4 2023, up 26% quarter-over-quarter.
  • 61 funds opened new Hawaiian Electric Industries positions in Q4 2023 and 42 closed out, a net change of +19 holders.
  • The largest Hawaiian Electric Industries buyer in Q4 2023 was Morgan Stanley, an estimated $91.4M added.
  • The largest Hawaiian Electric Industries seller in Q4 2023 was Pacer Advisors, an estimated $21.4M sold.

Based on aggregated 13F filings for Q4 2023.