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Hawaiian Electric Industries

291 hedge funds and large institutions have $1.15B invested in Hawaiian Electric Industries in 2024 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 92 increasing their positions, 77 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more capital invested

Capital invested by funds: $642M → $1.15B (+$506M)

32% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 53

19% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 77

7.79% more ownership

Funds ownership: 64.39%72.18% (+7.8%)

5% more funds holding

Funds holding: 277291 (+14)

25% less call options, than puts

Call options by funds: $26.6M | Put options by funds: $35.5M

Holders
291
Holders Change
+14
Holders Change %
+5.05%
% of All Funds
4.18%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.04%
New
70
Increased
92
Reduced
77
Closed
53
Calls
$26.6M
Puts
$35.5M
Net Calls
-$8.86M
Net Calls Change
-$180K
Name Holding Trade Value Shares
Change
Change in
Stake
SA
176
Sanctuary Advisors
Indiana
$112K +$131K +10,585 New
Principal Financial Group
177
Principal Financial Group
Iowa
$112K +$8.1K +654 +6%
AAM
178
Advisors Asset Management
Colorado
$110K -$140K -11,301 -50%
HighTower Advisors
179
HighTower Advisors
Illinois
$108K +$140K +11,270 New
OR
180
Olympiad Research
Connecticut
$104K -$159K -12,798 -54%
X
181
Xponance
Pennsylvania
$104K +$133K +10,764 New
CFG
182
CKW Financial Group
Hawaii
$103K
Wealth Enhancement Advisory Services
183
Wealth Enhancement Advisory Services
Minnesota
$101K -$69.3K -5,593 -35%
MGIA
184
Moneta Group Investment Advisors
Missouri
$101K +$129K +10,402 New
VI
185
Vestcor Inc
New Brunswick, Canada
$100K
Russell Investments Group
186
Russell Investments Group
United Kingdom
$97.5K -$203K -16,403 -62%
KCP
187
Keyframe Capital Partners
New York
$96.8K +$124K +10,000 New
QWM
188
Quadcap Wealth Management
Texas
$96.8K +$124K +10,000 New
AAG
189
Armstrong Advisory Group
Massachusetts
$88.1K
GRP
190
Global Retirement Partners
California
$84.6K
A
191
AlphaQuest
New York
$77.3K +$55.2K +4,453 +126%
S
192
SignatureFD
Georgia
$74.9K -$8.61K -695 -8%
SOADOR
193
State of Alaska Department of Revenue
Alaska
$70K
Ohio Public Employees Retirement System (OPERS)
194
Ohio Public Employees Retirement System (OPERS)
Ohio
$68.1K +$4.68K +378 +6%
QCG
195
Quadrant Capital Group
Ohio
$67.3K -$6.83K -551 -7%
PNC Financial Services Group
196
PNC Financial Services Group
Pennsylvania
$66K +$9.84K +794 +13%
MRC
197
Millburn Ridgefield Corp
New York
$54.8K +$70.1K +5,659 New
QL
198
Quarry LP
New York
$43.6K +$34K +2,748 +157%
UB
199
UMB Bank
Missouri
$42.2K +$54K +4,355 New
Belvedere Trading
200
Belvedere Trading
Illinois
$41.6K +$53.2K +4,294 New

HE Hedge Fund Activity: Q3 2024 in Review

291 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q3 2024, worth a combined $1.15B — up 79% from $642M a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new HE positions and 53 closed out — a net gain of 17 holders — while 92 added to existing stakes and 77 trimmed.

The largest buyer was Zimmer Partners, opening a new position worth an estimated $186M. The largest seller was AQR Capital Management, cutting an estimated $79.6M.

  • 291 institutional investors held Hawaiian Electric Industries (HE) as of Q3 2024, up from 277 in Q2 2024.
  • Funds reported $1.15B of Hawaiian Electric Industries stock for Q3 2024, up 79% quarter-over-quarter.
  • 70 funds opened new Hawaiian Electric Industries positions in Q3 2024 and 53 closed out, a net change of +17 holders.
  • The largest Hawaiian Electric Industries buyer in Q3 2024 was Zimmer Partners, an estimated $186M added.
  • The largest Hawaiian Electric Industries seller in Q3 2024 was AQR Capital Management, an estimated $79.6M sold.

Based on aggregated 13F filings for Q3 2024.