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Hawaiian Electric Industries

298 hedge funds and large institutions have $2.12B invested in Hawaiian Electric Industries in 2020 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 81 increasing their positions, 110 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more call options, than puts

Call options by funds: $32K | Put options by funds: $8K

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.61% less ownership

Funds ownership: 55.4%53.79% (-1.6%)

4% less funds holding

Funds holding: 311298 (-13)

18% less capital invested

Capital invested by funds: $2.59B → $2.12B (-$472M)

22% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 46

26% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 110

Holders
298
Holders Change
-13
Holders Change %
-4.18%
% of All Funds
6.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
36
Increased
81
Reduced
110
Closed
46
Calls
$32K
Puts
$8K
Net Calls
+$24K
Net Calls Change
-$753K
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
201
Mercer Global Advisors
Colorado
$239K -$2.02K -52 -0.8%
GHA
202
GW Henssler & Associates
Georgia
$237K +$255K +6,574 New
HF
203
HRT Financial
New York
$234K +$252K +6,498 New
AP
204
Advisor Partners
California
$230K +$248K +6,388 New
SCM
205
Shelton Capital Management
Colorado
$229K -$11.5K -297 -4%
ECM
206
ExodusPoint Capital Management
New York
$226K +$38.1K +984 +19%
AIC
207
Ameritas Investment Company
Nebraska
$225K -$135K -3,483 -36%
NAM
208
NTV Asset Management
West Virginia
$213K
LIA
209
LS Investment Advisors
Michigan
$206K +$9.92K +256 +5%
SP
210
Symmetry Partners
Connecticut
$205K +$221K +5,697 New
CC
211
Centiva Capital
New York
$203K +$218K +5,632 New
GWM
212
GSB Wealth Management
Connecticut
$202K
SC
213
Sepio Capital
Utah
$202K
QI
214
QS Investors
New York
$184K
Carson Wealth (CWM LLC)
215
Carson Wealth (CWM LLC)
Nebraska
$183K
AF
216
Advisornet Financial
Minnesota
$169K +$77 +2 +0%
GWM
217
Geneos Wealth Management
Colorado
$162K
PAG
218
Private Advisor Group
New Jersey
$161K +$173K +4,455 New
FMLI
219
Fukoku Mutual Life Insurance
Japan
$155K
WT
220
Whittier Trust
California
$151K
GT
221
Glenmede Trust
Pennsylvania
$147K -$2.34M -60,333 -94%
AF
222
Allworth Financial
California
$143K
TIM
223
Tortoise Investment Management
New York
$140K
CAPTRUST Financial Advisors
224
CAPTRUST Financial Advisors
North Carolina
$100K +$50K +1,290 +88%
CFB
225
Cullen/Frost Bankers
Texas
$99K -$38.7K -1,000 -27%

HE Hedge Fund Activity: Q2 2020 in Review

298 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q2 2020, worth a combined $2.12B — down 18% from $2.59B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of HE and 36 opened new positions — a net loss of 10 holders — while 110 trimmed existing stakes and 81 added.

The largest buyer was Norges Bank, adding an estimated $15.5M. The largest seller was Robeco Institutional Asset Management, cutting an estimated $22.3M.

  • 298 institutional investors held Hawaiian Electric Industries (HE) as of Q2 2020, down from 311 in Q1 2020.
  • Funds reported $2.12B of Hawaiian Electric Industries stock for Q2 2020, down 18% quarter-over-quarter.
  • 36 funds opened new Hawaiian Electric Industries positions in Q2 2020 and 46 closed out, a net change of -10 holders.
  • The largest Hawaiian Electric Industries buyer in Q2 2020 was Norges Bank, an estimated $15.5M added.
  • The largest Hawaiian Electric Industries seller in Q2 2020 was Robeco Institutional Asset Management, an estimated $22.3M sold.

Based on aggregated 13F filings for Q2 2020.