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Hawaiian Electric Industries

232 hedge funds and large institutions have $1.59B invested in Hawaiian Electric Industries in 2016 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 97 increasing their positions, 58 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

484% more call options, than puts

Call options by funds: $3.51M | Put options by funds: $601K

79% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 14

67% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 58

4% more funds holding

Funds holding: 223232 (+9)

4% more capital invested

Capital invested by funds: $1.52B → $1.59B (+$64.4M)

0.45% more ownership

Funds ownership: 44.42%44.87% (+0.45%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
232
Holders Change
+9
Holders Change %
+4.04%
% of All Funds
6.19%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
25
Increased
97
Reduced
58
Closed
14
Calls
$3.51M
Puts
$601K
Net Calls
+$2.91M
Net Calls Change
+$2.86M
Name Holding Trade Value Shares
Change
Change in
Stake
DSC
201
Duncker Streett & Co
Missouri
$32K
HI
202
Hudock Inc
Pennsylvania
$30K
RWG
203
Regal Wealth Group
California
$30K +$264 +8 +0.9%
SEI Investments
204
SEI Investments
Pennsylvania
$29K +$8.6K +261 +43%
SWA
205
Sutton Wealth Advisors
Florida
$27.1K
MFW
206
Mosaic Family Wealth
Missouri
$27K
M
207
MOTCO
Texas
$24K
BC
208
Barnett & Company
Tennessee
$23K
SBL
209
Sargent Bickham Lagudis
Colorado
$22K -$824 -25 -4%
MA
210
MUFG Americas
New York
$21K
AssetMark Inc
211
AssetMark Inc
California
$17K
QCG
212
Quadrant Capital Group
Ohio
$17K
SIM
213
Sonora Investment Management
Arizona
$16.4K
CGT
214
Capital Guardian Trust
California
$16K
NFG
215
Next Financial Group
Texas
$15K
S
216
SignatureFD
Georgia
$12K
WCBA
217
Weaver C. Barksdale & Associates
Tennessee
$11K
PCM
218
Penserra Capital Management
California
$11K +$4.28K +130 +64%
VanEck Associates
219
VanEck Associates
New York
$11K +$10.8K +327 New
CAW
220
Cornerstone Advisors (Washington)
Washington
$8K
GBBWRPM
221
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$6K +$6.59K +200 New
GAM
222
Gemmer Asset Management
California
$5K
LWCFA
223
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5K
VCM
224
Versant Capital Management
Arizona
$5K +$1.19K +36 +30%
TWA
225
TCI Wealth Advisors
Arizona
$4K

HE Hedge Fund Activity: Q2 2016 in Review

232 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q2 2016, worth a combined $1.59B — up 4.2% from $1.52B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new HE positions and 14 closed out — a net gain of 11 holders — while 97 added to existing stakes and 58 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $13.5M. The largest seller was Credit Suisse, cutting an estimated $21.3M.

  • 232 institutional investors held Hawaiian Electric Industries (HE) as of Q2 2016, up from 223 in Q1 2016.
  • Funds reported $1.59B of Hawaiian Electric Industries stock for Q2 2016, up 4.2% quarter-over-quarter.
  • 25 funds opened new Hawaiian Electric Industries positions in Q2 2016 and 14 closed out, a net change of +11 holders.
  • The largest Hawaiian Electric Industries buyer in Q2 2016 was First Trust Advisors, an estimated $13.5M added.
  • The largest Hawaiian Electric Industries seller in Q2 2016 was Credit Suisse, an estimated $21.3M sold.

Based on aggregated 13F filings for Q2 2016.