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Hawaiian Electric Industries
HE

232 hedge funds and large institutions have $1.59B invested in Hawaiian Electric Industries in 2016 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 97 increasing their positions, 58 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

484% more call options, than puts

Call options by funds: $3.51M | Put options by funds: $601K

79% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 14

67% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 58

4% more funds holding

Funds holding: 223 → 232 (+9)

4% more capital invested

Capital invested by funds: $1.52B → $1.59B (+$64.4M)

0.45% more ownership

Funds ownership: 44.42% → 44.87% (+0.45%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
232
Holders Change
+9
Holders Change %
+4.04%
% of All Funds
6.19%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
25
Increased
97
Reduced
58
Closed
14
Calls
$3.51M
Puts
$601K
Net Calls
+$2.91M
Net Calls Change
+$2.86M

Top Buyers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
+$13.5M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$13.2M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$11M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$7.48M
5
Norges Bank
Norges Bank
Norway
+$6.92M

Top Sellers

Rank Fund Capital Flow
1
CS
Credit Suisse
Switzerland
-$21.3M
2
Deutsche Bank
Deutsche Bank
Germany
-$18.9M
3
Wells Fargo
Wells Fargo
California
-$15.2M
4
Bank of America
Bank of America
North Carolina
-$7.14M
5
Renaissance Technologies
Renaissance Technologies
New York
-$5.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
176
US Bancorp
Minnesota
$193K +$20.4K +618 +12%
PHK
177
Point72 Hong Kong
Hong Kong
$190K +$191K +5,800 New
CSS
178
Cubist Systematic Strategies
Connecticut
$188K +$189K +5,738 New
GT
179
Glenmede Trust
Pennsylvania
$149K – – –
CFG
180
CKW Financial Group
Hawaii
$142K – – –
WT
181
Whittier Trust
California
$137K – – –
BC
182
Bartlett & Co
Ohio
$131K – – –
QI
183
QS Investors
New York
$109K +$87.5K +2,654 +394%
NIT
184
NumerixS Investment Technologies
British Columbia, Canada
$105K +$105K +3,200 New
Zurich Cantonal Bank
185
Zurich Cantonal Bank
Switzerland
$103K – – –
Nomura Asset Management
186
Nomura Asset Management
Japan
$84K +$84K +2,550 New
IWMPD
187
Integrated Wealth Management (Palm Desert)
California
$72K – – –
GWM
188
Geneos Wealth Management
Colorado
$68K – – –
RFA
189
Reilly Financial Advisors
California
$63K -$5.04K -153 -7%
HNB
190
Huntington National Bank
Ohio
$59K +$18.7K +567 +46%
BIG
191
Bellwether Investment Group
Tennessee
$55K +$55.3K +1,677 New
TCOV
192
Trust Company of Vermont
Vermont
$53K -$3.29K -100 -6%
TCM
193
Tradewinds Capital Management
Washington
$52K – – –
PCP
194
Proficio Capital Partners
Massachusetts
$48K – – –
Fifth Third Bancorp
195
Fifth Third Bancorp
Ohio
$41K – – –
CCM
196
Cribstone Capital Management
Maine
$41K +$41.2K +1,250 New
MFS
197
MSI Financial Services
Massachusetts
$35K -$71.5K -2,171 -67%
Northwestern Mutual Wealth Management
198
Northwestern Mutual Wealth Management
Wisconsin
$35K -$989 -30 -3%
CCA
199
Checchi Capital Advisers
California
$34K +$22.8K +692 +193%
EWM
200
Evercore Wealth Management
New York
$33K – – –
6 7
8
9 10

HE Hedge Fund Activity: Q2 2016 in Review

232 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q2 2016, worth a combined $1.59B — up 4.2% from $1.52B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new HE positions and 14 closed out — a net gain of 11 holders — while 97 added to existing stakes and 58 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $13.5M. The largest seller was Credit Suisse, cutting an estimated $21.3M.

  • 232 institutional investors held Hawaiian Electric Industries (HE) as of Q2 2016, up from 223 in Q1 2016.
  • Funds reported $1.59B of Hawaiian Electric Industries stock for Q2 2016, up 4.2% quarter-over-quarter.
  • 25 funds opened new Hawaiian Electric Industries positions in Q2 2016 and 14 closed out, a net change of +11 holders.
  • The largest Hawaiian Electric Industries buyer in Q2 2016 was First Trust Advisors, an estimated $13.5M added.
  • The largest Hawaiian Electric Industries seller in Q2 2016 was Credit Suisse, an estimated $21.3M sold.

Based on aggregated 13F filings for Q2 2016.