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Hawaiian Electric Industries

300 hedge funds and large institutions have $2.1B invested in Hawaiian Electric Industries in 2018 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 94 increasing their positions, 90 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,514% more call options, than puts

Call options by funds: $226K | Put options by funds: $14K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

4% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 90

3% more capital invested

Capital invested by funds: $2.03B → $2.1B (+$66.3M)

0.32% more ownership

Funds ownership: 52.38%52.7% (+0.32%)

9% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 35

2% less funds holding

Funds holding: 305300 (-5)

Holders
300
Holders Change
-5
Holders Change %
-1.64%
% of All Funds
6.68%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
32
Increased
94
Reduced
90
Closed
35
Calls
$226K
Puts
$14K
Net Calls
+$212K
Net Calls Change
-$2K
Name Holding Trade Value Shares
Change
Change in
Stake
GI
176
GAMCO Investors
Connecticut
$370K
Envestnet Asset Management
177
Envestnet Asset Management
Illinois
$367K +$372K +10,018 New
NSEDCP
178
NJ State Employees Deferred Compensation Plan
New Jersey
$366K -$260K -7,000 -41%
B
179
Barings
North Carolina
$333K
ProShare Advisors
180
ProShare Advisors
Maryland
$322K -$61.5K -1,658 -16%
RQS
181
Ramsey Quantitative Systems
Kentucky
$318K +$3.71K +100 +1%
VCM
182
Violich Capital Management
California
$314K
OPCM
183
Osborne Partners Capital Management
California
$304K -$13K -350 -4%
PAG
184
Private Advisor Group
New Jersey
$299K +$85.5K +2,306 +39%
SCM
185
Shelton Capital Management
Colorado
$298K
ANRIA
186
American National Registered Investment Advisor
Texas
$295K
MNBTD
187
Moody National Bank Trust Division
Texas
$295K
QC
188
Quadrature Capital
United Kingdom
$290K -$1.04M -28,170 -78%
PP
189
Prudential plc
United Kingdom
$286K +$48.2K +1,300 +20%
FAAS
190
First Allied Advisory Services
California
$284K +$223 +6 +0.1%
BOTOTLSJU
191
Board of Trustees of The Leland Stanford Junior University
California
$281K
OSIA
192
O'Shares Investment Advisers
Massachusetts
$281K +$285K +7,682 New
Zurich Cantonal Bank
193
Zurich Cantonal Bank
Switzerland
$270K +$34.6K +934 +14%
M&T Bank
194
M&T Bank
New York
$255K -$22.7K -612 -8%
CTA
195
Chesley Taft & Associates
Illinois
$245K
TCM
196
Telos Capital Management
California
$241K +$244K +6,568 New
QT
197
Quantamental Technologies
New York
$238K +$241K +6,496 New
UCFA
198
United Capital Financial Advisors
Texas
$238K +$241K +6,509 New
NAM
199
NTV Asset Management
West Virginia
$231K
LIA
200
LS Investment Advisors
Michigan
$221K +$1.97K +53 +0.9%

HE Hedge Fund Activity: Q4 2018 in Review

300 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q4 2018, worth a combined $2.1B — up 3.3% from $2.03B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of HE and 32 opened new positions — a net loss of 3 holders — while 90 trimmed existing stakes and 94 added.

The largest buyer was Acadian Asset Management, adding an estimated $16.2M. The largest seller was Wells Fargo, cutting an estimated $13.4M.

  • 300 institutional investors held Hawaiian Electric Industries (HE) as of Q4 2018, down from 305 in Q3 2018.
  • Funds reported $2.1B of Hawaiian Electric Industries stock for Q4 2018, up 3.3% quarter-over-quarter.
  • 32 funds opened new Hawaiian Electric Industries positions in Q4 2018 and 35 closed out, a net change of -3 holders.
  • The largest Hawaiian Electric Industries buyer in Q4 2018 was Acadian Asset Management, an estimated $16.2M added.
  • The largest Hawaiian Electric Industries seller in Q4 2018 was Wells Fargo, an estimated $13.4M sold.

Based on aggregated 13F filings for Q4 2018.