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Hawaiian Electric Industries

323 hedge funds and large institutions have $2.84B invested in Hawaiian Electric Industries in 2019 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 110 increasing their positions, 96 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more call options, than puts

Call options by funds: $698K | Put options by funds: $258K

38% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 26

15% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 96

2% more capital invested

Capital invested by funds: $2.77B → $2.84B (+$68.7M)

1% more funds holding

Funds holding: 321323 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.22% less ownership

Funds ownership: 55.88%55.66% (-0.22%)

Holders
323
Holders Change
+2
Holders Change %
+0.62%
% of All Funds
6.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
36
Increased
110
Reduced
96
Closed
26
Calls
$698K
Puts
$258K
Net Calls
+$440K
Net Calls Change
-$331K
Name Holding Trade Value Shares
Change
Change in
Stake
ARTA
201
A.R.T. Advisors
New York
$337K +$323K +7,201 New
SCM
202
Shelton Capital Management
Colorado
$327K -$18.1K -403 -5%
VanEck Associates
203
VanEck Associates
New York
$326K +$312K +6,958 New
CTA
204
Chesley Taft & Associates
Illinois
$314K
GI
205
GAMCO Investors
Connecticut
$314K
Zurich Cantonal Bank
206
Zurich Cantonal Bank
Switzerland
$307K
MCCP
207
Mission Creek Capital Partners
California
$301K +$288K +6,430 New
AS
208
Altshuler Shaham
Israel
$285K +$45.3K +1,011 +20%
D.E. Shaw & Co
209
D.E. Shaw & Co
New York
$280K -$2.18M -48,744 -89%
OI
210
Oakbrook Investments
Illinois
$279K
NAM
211
NTV Asset Management
West Virginia
$276K -$17.9K -400 -6%
SC
212
Sepio Capital
Utah
$275K +$11.6K +258 +5%
SSA
213
Schonfeld Strategic Advisors
New York
$269K +$257K +5,732 New
GJIC
214
Gamble Jones Investment Counsel
California
$266K +$1.48K +33 +0.6%
GWM
215
GSB Wealth Management
Connecticut
$262K
SL
216
Signition LP
New York
$257K +$246K +5,491 New
LIA
217
LS Investment Advisors
Michigan
$255K -$2.64K -59 -1%
Mitsubishi UFJ Trust & Banking
218
Mitsubishi UFJ Trust & Banking
Japan
$253K -$376K -8,400 -61%
IAM
219
Integre Asset Management
New York
$241K +$17.7K +395 +8%
OPCM
220
Osborne Partners Capital Management
California
$240K
FTIOP
221
Fiduciary Trust International of Pennsylvania
Pennsylvania
$239K -$25.5K -570 -10%
AWM
222
AE Wealth Management
Kansas
$232K +$22.5K +502 +11%
MFG
223
Magnus Financial Group
New York
$220K
VDI
224
Vaughan David Investments
Illinois
$220K
AF
225
Advisornet Financial
Minnesota
$219K +$90 +2 +0%

HE Hedge Fund Activity: Q4 2019 in Review

323 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q4 2019, worth a combined $2.84B — up 2.5% from $2.77B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new HE positions and 26 closed out — a net gain of 10 holders — while 110 added to existing stakes and 96 trimmed.

The largest buyer was ValueAct Holdings, adding an estimated $18.5M. The largest seller was Nordea Investment Management, exiting entirely with an estimated $24.3M sold.

  • 323 institutional investors held Hawaiian Electric Industries (HE) as of Q4 2019, up from 321 in Q3 2019.
  • Funds reported $2.84B of Hawaiian Electric Industries stock for Q4 2019, up 2.5% quarter-over-quarter.
  • 36 funds opened new Hawaiian Electric Industries positions in Q4 2019 and 26 closed out, a net change of +10 holders.
  • The largest Hawaiian Electric Industries buyer in Q4 2019 was ValueAct Holdings, an estimated $18.5M added.
  • The largest Hawaiian Electric Industries seller in Q4 2019 was Nordea Investment Management, an estimated $24.3M sold.

Based on aggregated 13F filings for Q4 2019.