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Hawaiian Electric Industries

253 hedge funds and large institutions have $1.82B invested in Hawaiian Electric Industries in 2017 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 83 increasing their positions, 86 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

3% more funds holding

Funds holding: 246253 (+7)

4% more capital invested

Capital invested by funds: $1.75B → $1.82B (+$70.5M)

0.42% more ownership

Funds ownership: 49.82%50.23% (+0.42%)

3% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 86

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
253
Holders Change
+7
Holders Change %
+2.85%
% of All Funds
6.31%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
25
Increased
83
Reduced
86
Closed
15
Calls
$1.05M
Puts
Net Calls
+$1.05M
Net Calls Change
+$225K
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
201
Fifth Third Bancorp
Ohio
$86K +$78.3K +2,366 +1,183%
RFA
202
Reilly Financial Advisors
California
$81K
Envestnet Asset Management
203
Envestnet Asset Management
Illinois
$73K -$19.6K -591 -21%
GWM
204
Geneos Wealth Management
Colorado
$71K
TCOV
205
Trust Company of Vermont
Vermont
$55K
NIC
206
Northwest Investment Counselors
Oregon
$53K
TCM
207
Tradewinds Capital Management
Washington
$53K
HNB
208
Huntington National Bank
Ohio
$51K -$26.5K -800 -35%
OC
209
Oakworth Capital
Alabama
$50K
Northwestern Mutual Wealth Management
210
Northwestern Mutual Wealth Management
Wisconsin
$48K
PWM
211
Perigon Wealth Management
California
$44K +$43.5K +1,314 New
Fuller & Thaler Asset Management
212
Fuller & Thaler Asset Management
California
$43K +$43K +1,300 New
MA
213
MUFG Americas
New York
$41K
NFG
214
Next Financial Group
Texas
$40K +$3.31K +100 +9%
IR
215
Invictus RG
Bermuda
$35K -$17K -513 -33%
EWM
216
Evercore Wealth Management
New York
$33K
DSC
217
Duncker Streett & Co
Missouri
$32K
RWG
218
Regal Wealth Group
California
$32K +$298 +9 +0.9%
TRCT
219
Tower Research Capital (TRC)
New York
$31K +$30.1K +911 New
BAM
220
Barrett Asset Management
New York
$30K +$29.8K +900 New
SWA
221
Sutton Wealth Advisors
Florida
$27.6K
MFW
222
Mosaic Family Wealth
Missouri
$27K
M
223
MOTCO
Texas
$24K
SFSIG
224
San Francisco Sentry Investment Group
California
$22K +$21.5K +650 New
SBL
225
Sargent Bickham Lagudis
Colorado
$18K +$165 +5 +0.9%

HE Hedge Fund Activity: Q3 2017 in Review

253 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q3 2017, worth a combined $1.82B — up 4% from $1.75B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new HE positions and 15 closed out — a net gain of 10 holders — while 83 added to existing stakes and 86 trimmed.

The largest buyer was Boston Trust Walden, opening a new position worth an estimated $13.6M. The largest seller was State of Michigan Retirement System, cutting an estimated $22.4M.

  • 253 institutional investors held Hawaiian Electric Industries (HE) as of Q3 2017, up from 246 in Q2 2017.
  • Funds reported $1.82B of Hawaiian Electric Industries stock for Q3 2017, up 4% quarter-over-quarter.
  • 25 funds opened new Hawaiian Electric Industries positions in Q3 2017 and 15 closed out, a net change of +10 holders.
  • The largest Hawaiian Electric Industries buyer in Q3 2017 was Boston Trust Walden, an estimated $13.6M added.
  • The largest Hawaiian Electric Industries seller in Q3 2017 was State of Michigan Retirement System, an estimated $22.4M sold.

Based on aggregated 13F filings for Q3 2017.