HE icon

Hawaiian Electric Industries
HE

Overview Fund Activity

224 hedge funds and large institutions have $1.17B invested in Hawaiian Electric Industries in 2014 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 85 increasing their positions, 58 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
+11
Holders Change %
+5.16%
% of All Funds
6.47%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
29
Increased
85
Reduced
58
Closed
16
Calls
$249K
Puts
$778K
Net Calls
-$529K
Net Calls Change
+$26K

Top Buyers

1
LCP
Lombardia Capital Partners
California
$42M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$71.8M
3
ACA
Anchor Capital Advisors
Massachusetts
$9.42M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$16.9M
5
DVM
Dreman Value Management
Florida
$8.98M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$74.5M
2
ECP
Electron Capital Partners
New York
$0
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
$24.4M
4
WI
WHV Investments
California
$2.78M
5
SFM
Systematic Financial Management
New Jersey
$1.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
201
WFG Advisors
Texas
$23K +$277 +11 +1%
TRCT
202
Tower Research Capital (TRC)
New York
$20K -$30.7K -1,174 -61%
JIC
203
Joel Isaacson & Co
New York
$20K – – –
M&T Bank
204
M&T Bank
New York
$18K – – –
WCBA
205
Weaver C. Barksdale & Associates
Tennessee
$14K +$634 +25 +5%
OIA
206
Optimum Investment Advisors
Illinois
$10K – – –
Credit Agricole
207
Credit Agricole
France
$10K – – –
AUB
208
Atlantic Union Bankshares
Virginia
$8K +$8K +300 New
Northwestern Mutual Wealth Management
209
Northwestern Mutual Wealth Management
Wisconsin
$7K – – –
NES
210
New England Securities
New York
$7K +$5.39K +200 +333%
HRIA
211
Haberer Registered Investment Advisor
Ohio
$6K – – –
Envestnet Asset Management
212
Envestnet Asset Management
Illinois
$5K -$1.98K -83 -28%
BFEC
213
Benjamin F. Edwards & Company
Missouri
$5K – – –
FAM
214
Formidable Asset Management
Ohio
$5K – – –
SNT
215
Security National Trust
West Virginia
$5K – – –
LWCFA
216
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4K – – –
GAM
217
Gemmer Asset Management
California
$4K +$4K +153 New
Manulife (Manufacturers Life Insurance)
218
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.78K +$35 +1,358 +0.9%
PAS
219
Partnervest Advisory Services
California
$3K – – –
FIG
220
Fusion Investment Group
Pennsylvania
$3K – – –
EFSCE
221
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
PTC
222
Private Trust Company
Ohio
$1K +$1K +40 New
ECP
223
Electron Capital Partners
New York
– -$7.94M -304,810 Closed
GXMC
224
Global X Management Company
New York
– -$1.09M -41,751 Closed
IAM
225
Impax Asset Management
New Hampshire
– -$912K -35,000 Closed
6 7 8
9
10