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Hawaiian Electric Industries

292 hedge funds and large institutions have $1.93B invested in Hawaiian Electric Industries in 2018 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 102 increasing their positions, 84 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $446K | Put options by funds: $220K

46% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 24

21% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 84

4% more funds holding

Funds holding: 282292 (+10)

1.56% more ownership

Funds ownership: 50.04%51.61% (+1.6%)

3% more capital invested

Capital invested by funds: $1.87B → $1.93B (+$53.8M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
292
Holders Change
+10
Holders Change %
+3.55%
% of All Funds
6.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
35
Increased
102
Reduced
84
Closed
24
Calls
$446K
Puts
$220K
Net Calls
+$226K
Net Calls Change
-$431K
Name Holding Trade Value Shares
Change
Change in
Stake
RC
201
RegentAtlantic Capital
New Jersey
$247K +$244K +7,195 New
AIM
202
Assured Investment Management
New York
$243K -$1.02M -29,880 -81%
SL
203
Signition LP
New York
$238K +$236K +6,933 New
CTA
204
Chesley Taft & Associates
Illinois
$230K
BFM
205
Boothbay Fund Management
New York
$223K +$221K +6,494 New
PP
206
Prudential plc
United Kingdom
$223K +$221K +6,500 New
NAM
207
NTV Asset Management
West Virginia
$216K
AI
208
Atria Investments
North Carolina
$216K +$214K +6,289 New
LIA
209
LS Investment Advisors
Michigan
$211K +$136 +4 +0.1%
Zurich Cantonal Bank
210
Zurich Cantonal Bank
Switzerland
$203K
TIM
211
Tortoise Investment Management
New York
$187K +$186K +5,464 New
AF
212
Advisornet Financial
Minnesota
$169K -$28.7K -846 -15%
Citigroup
213
Citigroup
New York
$153K -$804K -23,659 -84%
CFG
214
CKW Financial Group
Hawaii
$149K
WT
215
Whittier Trust
California
$143K
QT
216
Quantbot Technologies
New York
$143K +$143K +4,195 New
BCWM
217
Bartlett & Co Wealth Management
Ohio
$137K
BC
218
Bartlett & Co
Ohio
$137K
AF
219
Allworth Financial
California
$136K
CSS
220
Cubist Systematic Strategies
Connecticut
$131K +$130K +3,816 New
FMLI
221
Fukoku Mutual Life Insurance
Japan
$130K
Envestnet Asset Management
222
Envestnet Asset Management
Illinois
$96K +$1.67K +49 +2%
GWM
223
Geneos Wealth Management
Colorado
$90K
RFA
224
Reilly Financial Advisors
California
$83K
PHK
225
Point72 Hong Kong
Hong Kong
$79K +$78.3K +2,305 New

HE Hedge Fund Activity: Q2 2018 in Review

292 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q2 2018, worth a combined $1.93B — up 2.9% from $1.87B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new HE positions and 24 closed out — a net gain of 11 holders — while 102 added to existing stakes and 84 trimmed.

The largest buyer was Vanguard Group, adding an estimated $14.8M. The largest seller was Bank of New York Mellon, cutting an estimated $21.5M.

  • 292 institutional investors held Hawaiian Electric Industries (HE) as of Q2 2018, up from 282 in Q1 2018.
  • Funds reported $1.93B of Hawaiian Electric Industries stock for Q2 2018, up 2.9% quarter-over-quarter.
  • 35 funds opened new Hawaiian Electric Industries positions in Q2 2018 and 24 closed out, a net change of +11 holders.
  • The largest Hawaiian Electric Industries buyer in Q2 2018 was Vanguard Group, an estimated $14.8M added.
  • The largest Hawaiian Electric Industries seller in Q2 2018 was Bank of New York Mellon, an estimated $21.5M sold.

Based on aggregated 13F filings for Q2 2018.