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Hawaiian Electric Industries
HE

223 hedge funds and large institutions have $1.52B invested in Hawaiian Electric Industries in 2016 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 80 increasing their positions, 63 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 15

27% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 63

14% more capital invested

Capital invested by funds: $1.34B → $1.52B (+$188M)

8% more funds holding

Funds holding: 207 → 223 (+16)

1.33% more ownership

Funds ownership: 43.09% → 44.42% (+1.3%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
223
Holders Change
+16
Holders Change %
+7.73%
% of All Funds
5.94%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
32
Increased
80
Reduced
63
Closed
15
Calls
$49K
Puts
–
Net Calls
+$49K
Net Calls Change
+$52K

Top Buyers

1
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$24M
2
JP Morgan Chase
JP Morgan Chase
New York
+$18.7M
3
ECP
Electron Capital Partners
New York
+$17.1M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$10.9M
5
KWILP
Kiwi Wealth Investments Limited Partnership
New Zealand
+$7.61M

Top Sellers

1
ICM
Indaba Capital Management
California
-$19.4M
2
Deutsche Bank
Deutsche Bank
Germany
-$17.2M
3
Morgan Stanley
Morgan Stanley
New York
-$16.4M
4
Two Sigma Investments
Two Sigma Investments
New York
-$3.3M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$3.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
BNP Paribas Financial Markets
176
BNP Paribas Financial Markets
France
$79.5K -$394K -13,169 -84%
IWMPD
177
Integrated Wealth Management (Palm Desert)
California
$71K – – –
GWM
178
Geneos Wealth Management
Colorado
$70K +$64K +2,136 New
RFA
179
Reilly Financial Advisors
California
$67K +$4.58K +153 +8%
TCOV
180
Trust Company of Vermont
Vermont
$56K – – –
TCM
181
Tradewinds Capital Management
Washington
$52K – – –
PCP
182
Proficio Capital Partners
Massachusetts
$51K +$46.9K +1,566 New
HNB
183
Huntington National Bank
Ohio
$40K +$3K +100 +9%
Fifth Third Bancorp
184
Fifth Third Bancorp
Ohio
$40K +$11.7K +390 +46%
Northwestern Mutual Wealth Management
185
Northwestern Mutual Wealth Management
Wisconsin
$35K +$9.79K +327 +42%
Simplex Trading
186
Simplex Trading
Illinois
$34K +$32.2K +1,075 New
EWM
187
Evercore Wealth Management
New York
$32K – – –
DSC
188
Duncker Streett & Co
Missouri
$31K – – –
RWG
189
Regal Wealth Group
California
$30K +$270 +9 +1%
EMG
190
ETF Managers Group
New Jersey
$30K +$27.2K +907 New
HI
191
Hudock Inc
Pennsylvania
$29K – – –
SWA
192
Sutton Wealth Advisors
Florida
$26.8K +$24.8K +827 New
MFW
193
Mosaic Family Wealth
Missouri
$25K – – –
M
194
MOTCO
Texas
$24K – – –
Geode Capital Management
195
Geode Capital Management
Massachusetts
$23.5K +$2.34M +78,146 +12%
BC
196
Barnett & Company
Tennessee
$23K +$21K +700 New
SBL
197
Sargent Bickham Lagudis
Colorado
$23K +$21.2K +709 New
QI
198
QS Investors
New York
$22K +$14.6K +488 +262%
MA
199
MUFG Americas
New York
$21K – – –
SEI Investments
200
SEI Investments
Pennsylvania
$20K +$659 +22 +4%
6 7
8
9 10

HE Hedge Fund Activity: Q1 2016 in Review

223 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q1 2016, worth a combined $1.52B — up 14% from $1.34B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new HE positions and 15 closed out — a net gain of 17 holders — while 80 added to existing stakes and 63 trimmed.

The largest buyer was Adage Capital Partners, opening a new position worth an estimated $24M. The largest seller was Indaba Capital Management, exiting entirely with an estimated $19.4M sold.

  • 223 institutional investors held Hawaiian Electric Industries (HE) as of Q1 2016, up from 207 in Q4 2015.
  • Funds reported $1.52B of Hawaiian Electric Industries stock for Q1 2016, up 14% quarter-over-quarter.
  • 32 funds opened new Hawaiian Electric Industries positions in Q1 2016 and 15 closed out, a net change of +17 holders.
  • The largest Hawaiian Electric Industries buyer in Q1 2016 was Adage Capital Partners, an estimated $24M added.
  • The largest Hawaiian Electric Industries seller in Q1 2016 was Indaba Capital Management, an estimated $19.4M sold.

Based on aggregated 13F filings for Q1 2016.