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Hawaiian Electric Industries
HE

Overview Fund Activity

282 hedge funds and large institutions have $1.87B invested in Hawaiian Electric Industries in 2018 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 83 increasing their positions, 94 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
+3
Holders Change %
+1.08%
% of All Funds
6.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
37
Increased
83
Reduced
94
Closed
32
Calls
$698K
Puts
$41K
Net Calls
+$657K
Net Calls Change
+$407K

Top Buyers

1
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$47.6M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
$19.4M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$47.1M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$42.2M
5
BlackRock
BlackRock
New York
$322M

Top Sellers

1
PAM
Panagora Asset Management
Massachusetts
$6.6M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$74.6M
3
AQR Capital Management
AQR Capital Management
Connecticut
$17.6M
4
Goldman Sachs
Goldman Sachs
New York
$8.54M
5
State Street
State Street
Massachusetts
$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
201
Whittier Trust
California
$144K – – –
BC
202
Bartlett & Co
Ohio
$138K – – –
BCWM
203
Bartlett & Co Wealth Management
Ohio
$138K +$138K +4,000 New
AF
204
Allworth Financial
California
$136K – – –
FMLI
205
Fukoku Mutual Life Insurance
Japan
$131K – – –
SWP
206
Stratos Wealth Partners
Ohio
$98K +$40.3K +1,175 +70%
Envestnet Asset Management
207
Envestnet Asset Management
Illinois
$95K -$791 -23 -0.8%
GWM
208
Geneos Wealth Management
Colorado
$90K -$683 -20 -0.8%
RFA
209
Reilly Financial Advisors
California
$83K – – –
JFGIW
210
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$61K – – –
RCAG
211
Rehmann Capital Advisory Group
Michigan
$59K +$59K +1,716 New
TCOV
212
Trust Company of Vermont
Vermont
$56K – – –
TCM
213
Tradewinds Capital Management
Washington
$55K – – –
Fifth Third Bancorp
214
Fifth Third Bancorp
Ohio
$52K -$36.9K -1,065 -42%
OC
215
Oakworth Capital
Alabama
$52K – – –
Northwestern Mutual Wealth Management
216
Northwestern Mutual Wealth Management
Wisconsin
$50K – – –
CA
217
Centerpoint Advisors
Massachusetts
$48K – – –
APA
218
American Portfolios Advisors
New York
$45.2K – – –
PWM
219
Perigon Wealth Management
California
$45K – – –
TG
220
TLP Group
Illinois
$41K +$40.9K +1,182 +29,550%
VCM
221
Virtue Capital Management
Tennessee
$41K +$41K +1,200 New
FGC
222
Financial Gravity Companies
Texas
$38K +$38K +1,100 New
FGAM
223
Financial Gravity Asset Management
Texas
$38K +$38K +1,100 New
S
224
SignatureFD
Georgia
$36K +$36K +1,044 New
PCG
225
Private Capital Group
Connecticut
$36K +$36K +1,057 New
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