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Hawaiian Electric Industries

253 hedge funds and large institutions have $1.82B invested in Hawaiian Electric Industries in 2017 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 83 increasing their positions, 86 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

3% more funds holding

Funds holding: 246253 (+7)

4% more capital invested

Capital invested by funds: $1.75B → $1.82B (+$70.5M)

0.42% more ownership

Funds ownership: 49.82%50.23% (+0.42%)

3% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 86

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
253
Holders Change
+7
Holders Change %
+2.85%
% of All Funds
6.31%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
25
Increased
83
Reduced
86
Closed
15
Calls
$1.05M
Puts
Net Calls
+$1.05M
Net Calls Change
+$225K
Name Holding Trade Value Shares
Change
Change in
Stake
CT
176
Clearstead Trust
Maine
$267K -$22.2K -670 -8%
BOTOTLSJU
177
Board of Trustees of The Leland Stanford Junior University
California
$256K
IAM
178
Integre Asset Management
New York
$255K -$218K -6,580 -46%
ACI
179
AMP Capital Investors
Australia
$251K +$36.4K +1,100 +17%
IUHSA
180
Itau Unibanco Holding S.A.
Brazil
$246K +$66K +1,995 +587%
OAM
181
Oxford Asset Management
United Kingdom
$242K -$3.38K -102 -1%
N
182
Natixis
France
$239K -$3.21K -97 -1%
WAM
183
World Asset Management
Michigan
$232K +$2.78K +84 +1%
CC
184
Cadinha & Co
Hawaii
$227K
CTA
185
Chesley Taft & Associates
Illinois
$224K
VIA
186
Vident Investment Advisory
Georgia
$218K +$216K +6,536 New
OSAM
187
O'Shaughnessy Asset Management
Connecticut
$215K -$166K -5,015 -44%
SBIA
188
Sheaff Brock Investment Advisors
Indiana
$214K -$160K -4,848 -43%
Franklin Resources
189
Franklin Resources
California
$213K +$211K +6,368 New
NAM
190
NTV Asset Management
West Virginia
$210K
RCM
191
RNC Capital Management
California
$207K
JG
192
Jefferies Group
New York
$200K -$171K -5,163 -46%
SG Americas Securities
193
SG Americas Securities
New York
$167K -$713K -21,546 -81%
CFG
194
CKW Financial Group
Hawaii
$145K -$59.6K -1,801 -29%
WT
195
Whittier Trust
California
$139K
BC
196
Bartlett & Co
Ohio
$133K
AF
197
Allworth Financial
California
$132K
Zurich Cantonal Bank
198
Zurich Cantonal Bank
Switzerland
$129K
FMLI
199
Fukoku Mutual Life Insurance
Japan
$127K
AIL
200
AGF Investments LLC
Ontario, Canada
$112K -$49.5K -1,496 -31%

HE Hedge Fund Activity: Q3 2017 in Review

253 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q3 2017, worth a combined $1.82B — up 4% from $1.75B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new HE positions and 15 closed out — a net gain of 10 holders — while 83 added to existing stakes and 86 trimmed.

The largest buyer was Boston Trust Walden, opening a new position worth an estimated $13.6M. The largest seller was State of Michigan Retirement System, cutting an estimated $22.4M.

  • 253 institutional investors held Hawaiian Electric Industries (HE) as of Q3 2017, up from 246 in Q2 2017.
  • Funds reported $1.82B of Hawaiian Electric Industries stock for Q3 2017, up 4% quarter-over-quarter.
  • 25 funds opened new Hawaiian Electric Industries positions in Q3 2017 and 15 closed out, a net change of +10 holders.
  • The largest Hawaiian Electric Industries buyer in Q3 2017 was Boston Trust Walden, an estimated $13.6M added.
  • The largest Hawaiian Electric Industries seller in Q3 2017 was State of Michigan Retirement System, an estimated $22.4M sold.

Based on aggregated 13F filings for Q3 2017.