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Hawaiian Electric Industries

300 hedge funds and large institutions have $2.38B invested in Hawaiian Electric Industries in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 98 increasing their positions, 97 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more call options, than puts

Call options by funds: $863K | Put options by funds: $577K

24% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 21

1% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 97

1% more funds holding

Funds holding: 298300 (+2)

0.01% less ownership

Funds ownership: 53.18%53.17% (-0.01%)

3% less capital invested

Capital invested by funds: $2.45B → $2.38B (-$71.2M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
300
Holders Change
+2
Holders Change %
+0.67%
% of All Funds
5.25%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
26
Increased
98
Reduced
97
Closed
21
Calls
$863K
Puts
$577K
Net Calls
+$286K
Net Calls Change
-$658K
Name Holding Trade Value Shares
Change
Change in
Stake
JAM
176
Jupiter Asset Management
United Kingdom
$388K +$408K +9,499 New
Mitsubishi UFJ Trust & Banking
177
Mitsubishi UFJ Trust & Banking
Japan
$382K +$81.5K +1,900 +25%
NSEDCP
178
NJ State Employees Deferred Compensation Plan
New Jersey
$367K
Mercer Global Advisors
179
Mercer Global Advisors
Colorado
$363K +$109K +2,531 +40%
US Bancorp
180
US Bancorp
Minnesota
$360K -$2.15K -50 -0.6%
PA
181
Profund Advisors
Maryland
$358K -$55.8K -1,300 -13%
CGH
182
Crossmark Global Holdings
Texas
$351K -$5.58K -130 -1%
KAS
183
Kestra Advisory Services
Texas
$350K +$123K +2,875 +50%
Envestnet Asset Management
184
Envestnet Asset Management
Illinois
$340K +$6.78K +158 +2%
MSRPS
185
Maryland State Retirement & Pension System
Maryland
$337K
ECM
186
ExodusPoint Capital Management
New York
$331K -$89.3K -2,081 -20%
OSIA
187
O'Shares Investment Advisers
Massachusetts
$321K -$273K -6,351 -45%
Neuberger Berman Group
188
Neuberger Berman Group
New York
$318K +$2.02K +47 +0.7%
ANRIA
189
American National Registered Investment Advisor
Texas
$314K
BOTOTLSJU
190
Board of Trustees of The Leland Stanford Junior University
California
$314K
MNBTD
191
Moody National Bank Trust Division
Texas
$314K
PAMS
192
Pictet Asset Management (Switzerland)
Switzerland
$314K +$331K +7,701 New
DT
193
Diversified Trust
Tennessee
$313K
DADC
194
D.A. Davidson & Co
Montana
$311K +$3.22K +75 +1%
Janney Montgomery Scott
195
Janney Montgomery Scott
Pennsylvania
$311K +$10.2K +237 +3%
FAFN
196
First Affirmative Financial Network
Colorado
$291K +$306K +7,134 New
Jane Street
197
Jane Street
New York
$284K -$188K -4,369 -39%
CTA
198
Chesley Taft & Associates
Illinois
$274K
CPIG
199
Chicago Partners Investment Group
Illinois
$272K -$5.06K -118 -2%
Truist Financial
200
Truist Financial
North Carolina
$266K +$429 +10 +0.2%

HE Hedge Fund Activity: Q3 2021 in Review

300 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q3 2021, worth a combined $2.38B — down 2.9% from $2.45B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new HE positions and 21 closed out — a net gain of 5 holders — while 98 added to existing stakes and 97 trimmed.

The largest buyer was Nordea Investment Management, adding an estimated $43.1M. The largest seller was Inclusive Capital Partners, exiting entirely with an estimated $21.8M sold.

  • 300 institutional investors held Hawaiian Electric Industries (HE) as of Q3 2021, up from 298 in Q2 2021.
  • Funds reported $2.38B of Hawaiian Electric Industries stock for Q3 2021, down 2.9% quarter-over-quarter.
  • 26 funds opened new Hawaiian Electric Industries positions in Q3 2021 and 21 closed out, a net change of +5 holders.
  • The largest Hawaiian Electric Industries buyer in Q3 2021 was Nordea Investment Management, an estimated $43.1M added.
  • The largest Hawaiian Electric Industries seller in Q3 2021 was Inclusive Capital Partners, an estimated $21.8M sold.

Based on aggregated 13F filings for Q3 2021.