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Hawaiian Electric Industries
HE

291 hedge funds and large institutions have $1B invested in Hawaiian Electric Industries in 2023 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 90 increasing their positions, 102 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 42

26% more capital invested

Capital invested by funds: $793M → $1B (+$209M)

6% more funds holding

Funds holding: 275 → 291 (+16)

5.4% more ownership

Funds ownership: 58.71% → 64.11% (+5.4%)

12% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 102

32% less call options, than puts

Call options by funds: $33.8M | Put options by funds: $49.4M

Holders
291
Holders Change
+16
Holders Change %
+5.82%
% of All Funds
4.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
61
Increased
90
Reduced
102
Closed
42
Calls
$33.8M
Puts
$49.4M
Net Calls
-$15.6M
Net Calls Change
+$79.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$91.4M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$17.4M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$15M
4
First Trust Advisors
First Trust Advisors
Illinois
+$13.1M
5
Verition Fund Management
Verition Fund Management
Connecticut
+$8.2M

Top Sellers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
-$21.4M
2
AQR Capital Management
AQR Capital Management
Connecticut
-$18.7M
3
JAM
Jupiter Asset Management
United Kingdom
-$14.9M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$9.09M
5
Northern Trust
Northern Trust
Illinois
-$8.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
176
Creative Planning
Kansas
$174K -$47.3K -3,639 -23%
GRP
177
Global Retirement Partners
California
$174K +$5.42K +417 +3%
Deutsche Bank
178
Deutsche Bank
Germany
$173K +$63.6K +4,894 +67%
CG
179
Cutler Group
California
$171K -$41.9K -3,225 -21%
P
180
Pitcairn
Pennsylvania
$171K -$65.6K -5,043 -30%
MAS
181
Meeder Advisory Services
Ohio
$170K +$156K +11,999 New
GC
182
Guggenheim Capital
Illinois
$169K +$155K +11,933 New
Cetera Investment Advisers
183
Cetera Investment Advisers
Illinois
$169K -$7.53K -579 -5%
MTIM
184
Marathon Trading Investment Management
Pennsylvania
$167K -$14.3K -1,100 -9%
OR
185
Olympiad Research
Connecticut
$165K -$55.9K -4,296 -27%
PCM
186
Prelude Capital Management
New York
$165K -$55.9K -4,296 -27%
VFA
187
Valeo Financial Advisors
Indiana
$163K +$149K +11,470 New
CFG
188
CKW Financial Group
Hawaii
$161K -$78 -6 -0.1%
PA
189
Parallel Advisors
California
$158K -$3.98K -306 -3%
GCP
190
GSA Capital Partners
United Kingdom
$151K +$138K +10,643 New
Carson Wealth (CWM LLC)
191
Carson Wealth (CWM LLC)
Nebraska
$148K +$38.9K +2,990 +40%
Canada Life
192
Canada Life
Manitoba, Canada
$147K -$67.7K -5,209 -33%
VI
193
Vestcor Inc
New Brunswick, Canada
$146K +$134K +10,305 New
Mitsubishi UFJ Trust & Banking
194
Mitsubishi UFJ Trust & Banking
Japan
$143K +$9.4K +723 +8%
AAG
195
Armstrong Advisory Group
Massachusetts
$118K – – –
SOADOR
196
State of Alaska Department of Revenue
Alaska
$103K – – –
CSC
197
Caldwell Sutter Capital
California
$83.7K – – –
CC
198
Centiva Capital
New York
$78K -$478K -36,733 -87%
QL
199
Quarry LP
New York
$70.6K +$2.64K +203 +4%
GI
200
GAMMA Investing
California
$66.6K +$66.8K +5,134 New
6 7
8
9 10

HE Hedge Fund Activity: Q4 2023 in Review

291 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q4 2023, worth a combined $1B — up 26% from $793M a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new HE positions and 42 closed out — a net gain of 19 holders — while 90 added to existing stakes and 102 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $91.4M. The largest seller was Pacer Advisors, exiting entirely with an estimated $21.4M sold.

  • 291 institutional investors held Hawaiian Electric Industries (HE) as of Q4 2023, up from 275 in Q3 2023.
  • Funds reported $1B of Hawaiian Electric Industries stock for Q4 2023, up 26% quarter-over-quarter.
  • 61 funds opened new Hawaiian Electric Industries positions in Q4 2023 and 42 closed out, a net change of +19 holders.
  • The largest Hawaiian Electric Industries buyer in Q4 2023 was Morgan Stanley, an estimated $91.4M added.
  • The largest Hawaiian Electric Industries seller in Q4 2023 was Pacer Advisors, an estimated $21.4M sold.

Based on aggregated 13F filings for Q4 2023.