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Hawaiian Electric Industries

291 hedge funds and large institutions have $1.15B invested in Hawaiian Electric Industries in 2024 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 92 increasing their positions, 77 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more capital invested

Capital invested by funds: $642M → $1.15B (+$506M)

32% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 53

19% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 77

7.79% more ownership

Funds ownership: 64.39%72.18% (+7.8%)

5% more funds holding

Funds holding: 277291 (+14)

25% less call options, than puts

Call options by funds: $26.6M | Put options by funds: $35.5M

Holders
291
Holders Change
+14
Holders Change %
+5.05%
% of All Funds
4.18%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.04%
New
70
Increased
92
Reduced
77
Closed
53
Calls
$26.6M
Puts
$35.5M
Net Calls
-$8.86M
Net Calls Change
-$180K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
151
Envestnet Asset Management
Illinois
$184K -$32.3K -2,603 -12%
TRCT
152
Tower Research Capital (TRC)
New York
$183K +$207K +16,694 +740%
Public Employees Retirement Association of Colorado
153
Public Employees Retirement Association of Colorado
Colorado
$175K
RJA
154
Raymond James & Associates
Florida
$172K -$20.4K -1,647 -8%
Truist Financial
155
Truist Financial
North Carolina
$171K -$330K -26,611 -60%
PI
156
PFG Investments
New York
$166K +$212K +17,122 New
PP
157
Paloma Partners
Connecticut
$159K +$204K +16,473 New
GAM
158
Gotham Asset Management
New York
$159K -$1.57M -126,499 -89%
AIP
159
Ameritas Investment Partners
Nebraska
$158K +$67.5K +5,450 +50%
RJFSA
160
Raymond James Financial Services Advisors
Florida
$158K -$52.3K -4,219 -21%
US Bancorp
161
US Bancorp
Minnesota
$150K -$69.5K -5,609 -27%
BPA
162
Beacon Pointe Advisors
California
$147K -$20.1K -1,625 -10%
OAC
163
OMERS Administration Corp
Ontario, Canada
$147K +$188K +15,200 New
CC
164
Corton Capital
Ontario, Canada
$143K -$517K -41,741 -74%
XT
165
XTX Topco
Cayman Islands
$143K +$183K +14,768 New
Ameriprise
166
Ameriprise
Minnesota
$142K -$247K -19,896 -58%
HWM
167
HB Wealth Management
Georgia
$138K +$177K +14,258 New
Carson Wealth (CWM LLC)
168
Carson Wealth (CWM LLC)
Nebraska
$136K -$117K -9,483 -40%
SAM
169
Shell Asset Management
Netherlands
$136K +$173K +13,999 New
Canada Life
170
Canada Life
Manitoba, Canada
$133K +$41.5K +3,349 +32%
CL
171
Choreo LLC
Illinois
$128K -$35.4K -2,859 -17%
AI
172
Atom Investors
Texas
$122K +$156K +12,556 New
VPIM
173
Vanguard Personalized Indexing Management
California
$119K -$4.77K -385 -3%
Prudential Financial
174
Prudential Financial
New Jersey
$117K -$5.42K -437 -3%
DC
175
Diametric Capital
Massachusetts
$114K +$146K +11,812 New

HE Hedge Fund Activity: Q3 2024 in Review

291 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q3 2024, worth a combined $1.15B — up 79% from $642M a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new HE positions and 53 closed out — a net gain of 17 holders — while 92 added to existing stakes and 77 trimmed.

The largest buyer was Zimmer Partners, opening a new position worth an estimated $186M. The largest seller was AQR Capital Management, cutting an estimated $79.6M.

  • 291 institutional investors held Hawaiian Electric Industries (HE) as of Q3 2024, up from 277 in Q2 2024.
  • Funds reported $1.15B of Hawaiian Electric Industries stock for Q3 2024, up 79% quarter-over-quarter.
  • 70 funds opened new Hawaiian Electric Industries positions in Q3 2024 and 53 closed out, a net change of +17 holders.
  • The largest Hawaiian Electric Industries buyer in Q3 2024 was Zimmer Partners, an estimated $186M added.
  • The largest Hawaiian Electric Industries seller in Q3 2024 was AQR Capital Management, an estimated $79.6M sold.

Based on aggregated 13F filings for Q3 2024.