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Hawaiian Electric Industries
HE

Overview Fund Activity

290 hedge funds and large institutions have $1.21B invested in Hawaiian Electric Industries in 2024 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 102 increasing their positions, 74 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
-1
Holders Change %
-0.34%
% of All Funds
3.86%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
64
Increased
102
Reduced
74
Closed
62
Calls
$30.4M
Puts
$22.1M
Net Calls
+$8.32M
Net Calls Change
+$17.2M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$115M
2
UBS Group
UBS Group
Switzerland
$26M
3
HKAM
Horizon Kinetics Asset Management
New York
$23.2M
4
Two Sigma Investments
Two Sigma Investments
New York
$19.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
$177M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$376K
2
Citadel Advisors
Citadel Advisors
Florida
$3.68M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
$0
4
GCM
Ghisallo Capital Management
Massachusetts
$27.7M
5
Marshall Wace
Marshall Wace
United Kingdom
$4.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
176
Shell Asset Management
Netherlands
$136K -$683 -70 -0.5%
BPA
177
Beacon Pointe Advisors
California
$135K -$12.9K -1,325 -9%
CAM
178
Cresset Asset Management
Illinois
$128K -$380K -39,058 -75%
HWM
179
HB Wealth Management
Georgia
$120K -$18.3K -1,876 -13%
FIA
180
FNY Investment Advisers
New York
$119K +$119K +12,250 New
Prudential Financial
181
Prudential Financial
New Jersey
$117K – – –
Cerity Partners
182
Cerity Partners
New York
$116K -$144K -14,831 -55%
X
183
Xponance
Pennsylvania
$116K +$11.4K +1,171 +11%
CFG
184
CKW Financial Group
Hawaii
$113K +$2.34K +240 +2%
Mackenzie Financial
185
Mackenzie Financial
Ontario, Canada
$107K -$1.15M -118,654 -91%
Mercer Global Advisors
186
Mercer Global Advisors
Colorado
$107K +$107K +11,034 New
NFSG
187
Newbridge Financial Services Group
Florida
$107K +$107K +11,000 New
AAM
188
Advisors Asset Management
Colorado
$107K -$3.5K -360 -3%
VWM
189
Venturi Wealth Management
Texas
$105K +$78.1K +8,025 +291%
SS
190
SBI Securities
Japan
$104K +$104K +10,702 New
PGFC
191
Peapack-Gladstone Financial Corp
New Jersey
$104K -$80.7K -8,281 -44%
BCM
192
Brookstone Capital Management
Illinois
$101K +$101K +10,357 New
KBC Group
193
KBC Group
Belgium
$99K +$60.4K +6,187 +156%
KCP
194
Kera Capital Partners
California
$98.6K +$98.6K +10,136 New
AWM
195
Apollon Wealth Management
South Carolina
$97.8K +$97.8K +10,052 New
QWM
196
Quadcap Wealth Management
Texas
$97.3K – – –
AAG
197
Armstrong Advisory Group
Massachusetts
$88.6K – – –
AAP
198
Arax Advisory Partners
Colorado
$84.3K +$51.3K +5,270 +155%
GRP
199
Global Retirement Partners
California
$78K -$7.05K -725 -8%
WIM
200
Westside Investment Management
California
$77K +$62.3K +6,400 +422%
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