We are live on ! Find out more
HE icon

Hawaiian Electric Industries

323 hedge funds and large institutions have $2.84B invested in Hawaiian Electric Industries in 2019 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 110 increasing their positions, 96 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more call options, than puts

Call options by funds: $698K | Put options by funds: $258K

38% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 26

15% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 96

2% more capital invested

Capital invested by funds: $2.77B → $2.84B (+$68.7M)

1% more funds holding

Funds holding: 321323 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.22% less ownership

Funds ownership: 55.88%55.66% (-0.22%)

Holders
323
Holders Change
+2
Holders Change %
+0.62%
% of All Funds
6.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
36
Increased
110
Reduced
96
Closed
26
Calls
$698K
Puts
$258K
Net Calls
+$440K
Net Calls Change
-$331K
Name Holding Trade Value Shares
Change
Change in
Stake
Sumitomo Mitsui Trust Group
176
Sumitomo Mitsui Trust Group
Japan
$543K +$323K +7,200 +164%
DCM
177
Dupont Capital Management
Delaware
$527K -$69.2K -1,544 -12%
CT
178
Clearstead Trust
Maine
$525K
SAM
179
Securian Asset Management
Minnesota
$524K -$46.8K -1,044 -9%
SFS
180
Sowell Financial Services
Arkansas
$520K +$5.24K +117 +1%
SRAM
181
Stone Ridge Asset Management
New York
$502K
AG
182
AlphaSimPlex Group
Massachusetts
$465K
PP
183
Prudential plc
United Kingdom
$458K +$8.74K +195 +2%
HF
184
HRT Financial
New York
$450K +$37.7K +841 +10%
AIC
185
Ameritas Investment Company
Nebraska
$438K +$314 +7 +0.1%
NSEDCP
186
NJ State Employees Deferred Compensation Plan
New Jersey
$422K
FAAS
187
First Allied Advisory Services
California
$416K +$58.9K +1,315 +17%
CGH
188
Crossmark Global Holdings
Texas
$415K +$448 +10 +0.1%
VCM
189
Violich Capital Management
California
$402K
PIA
190
Piedmont Investment Advisors
North Carolina
$383K -$70.3K -1,569 -16%
OSIA
191
O'Shares Investment Advisers
Massachusetts
$376K +$4.93K +110 +1%
TRCT
192
Tower Research Capital (TRC)
New York
$374K +$324K +7,235 +951%
DADC
193
D.A. Davidson & Co
Montana
$371K -$448 -10 -0.1%
TCM
194
Telos Capital Management
California
$368K
ANRIA
195
American National Registered Investment Advisor
Texas
$361K
MNBTD
196
Moody National Bank Trust Division
Texas
$361K
BOTOTLSJU
197
Board of Trustees of The Leland Stanford Junior University
California
$360K
CAM
198
Chesapeake Asset Management
New York
$344K
M&T Bank
199
M&T Bank
New York
$337K -$5.29K -118 -2%
Jane Street
200
Jane Street
New York
$337K +$322K +7,184 New

HE Hedge Fund Activity: Q4 2019 in Review

323 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q4 2019, worth a combined $2.84B — up 2.5% from $2.77B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new HE positions and 26 closed out — a net gain of 10 holders — while 110 added to existing stakes and 96 trimmed.

The largest buyer was ValueAct Holdings, adding an estimated $18.5M. The largest seller was Nordea Investment Management, exiting entirely with an estimated $24.3M sold.

  • 323 institutional investors held Hawaiian Electric Industries (HE) as of Q4 2019, up from 321 in Q3 2019.
  • Funds reported $2.84B of Hawaiian Electric Industries stock for Q4 2019, up 2.5% quarter-over-quarter.
  • 36 funds opened new Hawaiian Electric Industries positions in Q4 2019 and 26 closed out, a net change of +10 holders.
  • The largest Hawaiian Electric Industries buyer in Q4 2019 was ValueAct Holdings, an estimated $18.5M added.
  • The largest Hawaiian Electric Industries seller in Q4 2019 was Nordea Investment Management, an estimated $24.3M sold.

Based on aggregated 13F filings for Q4 2019.