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Hawaiian Electric Industries

320 hedge funds and large institutions have $1.99B invested in Hawaiian Electric Industries in 2020 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 89 increasing their positions, 117 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 36

31% more call options, than puts

Call options by funds: $254K | Put options by funds: $194K

10% more capital invested

Capital invested by funds: $1.81B → $1.99B (+$173M)

3% more funds holding

Funds holding: 312320 (+8)

1.59% more ownership

Funds ownership: 50.03%51.62% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

24% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 117

Holders
320
Holders Change
+8
Holders Change %
+2.56%
% of All Funds
5.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
48
Increased
89
Reduced
117
Closed
36
Calls
$254K
Puts
$194K
Net Calls
+$60K
Net Calls Change
-$33K
Name Holding Trade Value Shares
Change
Change in
Stake
MNBTD
201
Moody National Bank Trust Division
Texas
$273K
BOTOTLSJU
202
Board of Trustees of The Leland Stanford Junior University
California
$272K
SGI
203
Summit Global Investments
Utah
$265K -$134K -3,800 -34%
Mackenzie Financial
204
Mackenzie Financial
Ontario, Canada
$262K -$664K -18,763 -72%
GHA
205
GW Henssler & Associates
Georgia
$256K -$955 -27 -0.4%
TCM
206
Teza Capital Management
Illinois
$255K +$255K +7,207 New
VF
207
Virtu Financial
New York
$253K +$253K +7,163 New
DADC
208
D.A. Davidson & Co
Montana
$247K
Truist Financial
209
Truist Financial
North Carolina
$238K -$71.5K -2,021 -23%
CTA
210
Chesley Taft & Associates
Illinois
$237K
MFA
211
Mayflower Financial Advisors
Massachusetts
$230K +$230K +6,511 New
SM
212
Sciencast Management
New Jersey
$226K +$223K +6,305 New
SCM
213
Shelton Capital Management
Colorado
$225K
Envestnet Asset Management
214
Envestnet Asset Management
Illinois
$221K -$106K -2,984 -32%
CC
215
Centiva Capital
New York
$215K +$215K +6,088 New
AIC
216
Ameritas Investment Company
Nebraska
$211K -$10.6K -300 -5%
NAM
217
NTV Asset Management
West Virginia
$209K +$209K +5,900 New
VPIM
218
Vanguard Personalized Indexing Management
California
$204K -$16K -452 -7%
Mercer Global Advisors
219
Mercer Global Advisors
Colorado
$204K +$204K +5,758 New
LIA
220
LS Investment Advisors
Michigan
$202K +$202K +5,704 New
Carson Wealth (CWM LLC)
221
Carson Wealth (CWM LLC)
Nebraska
$183K
AII
222
AGF Investments Inc
Ontario, Canada
$178K -$201K -5,679 -53%
GWM
223
Geneos Wealth Management
Colorado
$175K
AF
224
Advisornet Financial
Minnesota
$166K +$35 +1 +0%
Bessemer Group
225
Bessemer Group
New Jersey
$148K -$9.63M -272,305 -98%

HE Hedge Fund Activity: Q4 2020 in Review

320 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q4 2020, worth a combined $1.99B — up 9.5% from $1.81B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new HE positions and 36 closed out — a net gain of 12 holders — while 89 added to existing stakes and 117 trimmed.

The largest buyer was Geode Capital Management, adding an estimated $9.2M. The largest seller was Norges Bank, cutting an estimated $11.1M.

  • 320 institutional investors held Hawaiian Electric Industries (HE) as of Q4 2020, up from 312 in Q3 2020.
  • Funds reported $1.99B of Hawaiian Electric Industries stock for Q4 2020, up 9.5% quarter-over-quarter.
  • 48 funds opened new Hawaiian Electric Industries positions in Q4 2020 and 36 closed out, a net change of +12 holders.
  • The largest Hawaiian Electric Industries buyer in Q4 2020 was Geode Capital Management, an estimated $9.2M added.
  • The largest Hawaiian Electric Industries seller in Q4 2020 was Norges Bank, an estimated $11.1M sold.

Based on aggregated 13F filings for Q4 2020.