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Hawaiian Electric Industries

321 hedge funds and large institutions have $2.77B invested in Hawaiian Electric Industries in 2019 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 95 increasing their positions, 115 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

8,567% more call options, than puts

Call options by funds: $780K | Put options by funds: $9K

7% more capital invested

Capital invested by funds: $2.6B → $2.77B (+$171M)

0.92% more ownership

Funds ownership: 54.95%55.88% (+0.92%)

0% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 23

0% less funds holding

Funds holding: 322321 (-1)

17% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 115

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
321
Holders Change
-1
Holders Change %
-0.31%
% of All Funds
7.04%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
23
Increased
95
Reduced
115
Closed
23
Calls
$780K
Puts
$9K
Net Calls
+$771K
Net Calls Change
+$166K
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
201
Shelton Capital Management
Colorado
$337K
CAM
202
Chesapeake Asset Management
New York
$335K -$138K -3,092 -30%
M&T Bank
203
M&T Bank
New York
$334K +$13.3K +298 +4%
JG
204
Jefferies Group
New York
$324K +$316K +7,100 New
SB
205
Suntrust Banks
Georgia
$316K +$50K +1,124 +19%
PAG
206
Private Advisor Group
New Jersey
$308K -$71.3K -1,603 -19%
GI
207
GAMCO Investors
Connecticut
$306K -$138K -3,100 -32%
CTA
208
Chesley Taft & Associates
Illinois
$306K
Zurich Cantonal Bank
209
Zurich Cantonal Bank
Switzerland
$299K +$20.5K +460 +8%
NAM
210
NTV Asset Management
West Virginia
$287K
Voloridge Investment Management
211
Voloridge Investment Management
Florida
$281K +$274K +6,154 New
OI
212
Oakbrook Investments
Illinois
$272K
CIP
213
Convergence Investment Partners
Florida
$266K -$1.41M -31,814 -85%
FTIOP
214
Fiduciary Trust International of Pennsylvania
Pennsylvania
$259K
GJIC
215
Gamble Jones Investment Counsel
California
$257K +$1.47K +33 +0.6%
GWM
216
GSB Wealth Management
Connecticut
$255K
SC
217
Sepio Capital
Utah
$255K +$249K +5,600 New
LIA
218
LS Investment Advisors
Michigan
$251K +$7.96K +179 +3%
OPCM
219
Osborne Partners Capital Management
California
$234K
WAM
220
World Asset Management
Michigan
$233K -$178 -4 -0.1%
AS
221
Altshuler Shaham
Israel
$230K +$114K +2,571 +103%
SAM
222
Symphony Asset Management
California
$219K -$16.8K -378 -7%
IAM
223
Integre Asset Management
New York
$216K
HSBC Holdings
224
HSBC Holdings
United Kingdom
$215K -$384K -8,626 -65%
FIM
225
Freedom Investment Management
Connecticut
$215K -$26.4K -593 -11%

HE Hedge Fund Activity: Q3 2019 in Review

321 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q3 2019, worth a combined $2.77B — up 6.6% from $2.6B a quarter earlier.

Fund positioning in HE was balanced in Q3 2019: 23 funds opened new positions, 23 closed out, 95 added to existing stakes and 115 trimmed.

The largest buyer was ValueAct Holdings, adding an estimated $19.8M. The largest seller was Nordea Investment Management, cutting an estimated $10.9M.

  • 321 institutional investors held Hawaiian Electric Industries (HE) as of Q3 2019, down from 322 in Q2 2019.
  • Funds reported $2.77B of Hawaiian Electric Industries stock for Q3 2019, up 6.6% quarter-over-quarter.
  • 23 funds opened new Hawaiian Electric Industries positions in Q3 2019 and 23 closed out, a net change of 0 holders.
  • The largest Hawaiian Electric Industries buyer in Q3 2019 was ValueAct Holdings, an estimated $19.8M added.
  • The largest Hawaiian Electric Industries seller in Q3 2019 was Nordea Investment Management, an estimated $10.9M sold.

Based on aggregated 13F filings for Q3 2019.