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Hawaiian Electric Industries

277 hedge funds and large institutions have $642M invested in Hawaiian Electric Industries in 2024 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 105 increasing their positions, 76 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 76

5.8% more ownership

Funds ownership: 58.59%64.39% (+5.8%)

7% less funds holding

Funds holding: 297277 (-20)

12% less capital invested

Capital invested by funds: $730M → $642M (-$87.6M)

26% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 54

43% less call options, than puts

Call options by funds: $11.6M | Put options by funds: $20.3M

Holders
277
Holders Change
-20
Holders Change %
-6.73%
% of All Funds
4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
40
Increased
105
Reduced
76
Closed
54
Calls
$11.6M
Puts
$20.3M
Net Calls
-$8.68M
Net Calls Change
-$9.48M
Name Holding Trade Value Shares
Change
Change in
Stake
CL
151
Choreo LLC
Illinois
$141K +$175K +16,876 New
II
152
IFM Investors
Australia
$138K
Mariner
153
Mariner
Kansas
$129K -$140K -13,453 -48%
VPIM
154
Vanguard Personalized Indexing Management
California
$115K +$156 +15 +0.1%
Prudential Financial
155
Prudential Financial
New Jersey
$113K +$130K +12,503 New
VFA
156
Valeo Financial Advisors
Indiana
$113K -$46.8K -4,500 -26%
MTIM
157
Marathon Trading Investment Management
Pennsylvania
$109K -$38.4K -3,700 -23%
I
158
InceptionR
California
$108K +$125K +12,005 New
IAIM
159
International Assets Investment Management
Florida
$108K -$2.08K -200 -2%
Holocene Advisors
160
Holocene Advisors
New York
$103K -$1.8M -172,775 -94%
CAPTRUST Financial Advisors
161
CAPTRUST Financial Advisors
North Carolina
$101K +$117K +11,230 New
SPS
162
Susquehanna Portfolio Strategies
Pennsylvania
$100K -$424K -40,836 -79%
KFS
163
Keynote Financial Services
Connecticut
$99.8K -$97.6K -9,390 -46%
Principal Financial Group
164
Principal Financial Group
Iowa
$98.3K +$113K +10,902 New
AIP
165
Ameritas Investment Partners
Nebraska
$98.3K +$113K +10,894 New
PCIA
166
Prime Capital Investment Advisors
Kansas
$98K +$113K +10,869 New
Wolverine Trading
167
Wolverine Trading
Illinois
$97.9K -$88.6K -8,523 -44%
Canada Life
168
Canada Life
Manitoba, Canada
$94K -$18.4K -1,766 -15%
CFG
169
CKW Financial Group
Hawaii
$93K
VI
170
Vestcor Inc
New Brunswick, Canada
$93K
ECM
171
Evergreen Capital Management
Washington
$91.3K +$105K +10,123 New
GT
172
Greenleaf Trust
Michigan
$90.9K +$105K +10,073 New
GI
173
GAMMA Investing
California
$86.1K +$44.8K +4,308 +82%
AAG
174
Armstrong Advisory Group
Massachusetts
$82.1K +$7.93K +763 +9%
GRP
175
Global Retirement Partners
California
$78.8K -$655 -63 -0.7%

HE Hedge Fund Activity: Q2 2024 in Review

277 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q2 2024, worth a combined $642M — down 12% from $730M a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of HE and 40 opened new positions — a net loss of 14 holders — while 76 trimmed existing stakes and 105 added.

The largest buyer was BlackRock, adding an estimated $46.8M. The largest seller was Morgan Stanley, cutting an estimated $15.2M.

  • 277 institutional investors held Hawaiian Electric Industries (HE) as of Q2 2024, down from 297 in Q1 2024.
  • Funds reported $642M of Hawaiian Electric Industries stock for Q2 2024, down 12% quarter-over-quarter.
  • 40 funds opened new Hawaiian Electric Industries positions in Q2 2024 and 54 closed out, a net change of -14 holders.
  • The largest Hawaiian Electric Industries buyer in Q2 2024 was BlackRock, an estimated $46.8M added.
  • The largest Hawaiian Electric Industries seller in Q2 2024 was Morgan Stanley, an estimated $15.2M sold.

Based on aggregated 13F filings for Q2 2024.