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Hawaiian Electric Industries

300 hedge funds and large institutions have $2.38B invested in Hawaiian Electric Industries in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 98 increasing their positions, 97 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more call options, than puts

Call options by funds: $863K | Put options by funds: $577K

24% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 21

1% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 97

1% more funds holding

Funds holding: 298300 (+2)

0.01% less ownership

Funds ownership: 53.18%53.17% (-0.01%)

3% less capital invested

Capital invested by funds: $2.45B → $2.38B (-$71.2M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
300
Holders Change
+2
Holders Change %
+0.67%
% of All Funds
5.25%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
26
Increased
98
Reduced
97
Closed
21
Calls
$863K
Puts
$577K
Net Calls
+$286K
Net Calls Change
-$658K
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
201
Shelton Capital Management
Colorado
$259K
NAM
202
NTV Asset Management
West Virginia
$253K
II
203
Inspire Investing
Idaho
$232K +$244K +5,676 New
GWM
204
GSB Wealth Management
Connecticut
$229K
SC
205
Sepio Capital
Utah
$229K
URS
206
Utah Retirement Systems
Utah
$225K -$4.29K -100 -2%
ACM
207
AlphaCrest Capital Management
New York
$217K +$228K +5,319 New
SG Americas Securities
208
SG Americas Securities
New York
$215K -$2.86M -66,736 -93%
MFA
209
Mayflower Financial Advisors
Massachusetts
$208K +$258 +6 +0.1%
HSA
210
Hussman Strategic Advisors
Maryland
$204K
IAIM
211
International Assets Investment Management
Florida
$204K +$215K +5,002 New
6M
212
6 Meridian
Kansas
$202K -$42.4K -989 -17%
AF
213
Advisornet Financial
Minnesota
$199K +$43 +1 +0%
CAPTRUST Financial Advisors
214
CAPTRUST Financial Advisors
North Carolina
$175K +$10.2K +238 +6%
CFGS
215
Concourse Financial Group Securities
Alabama
$172K -$4.21K -98 -2%
WT
216
Whittier Trust
California
$171K
AF
217
Allworth Financial
California
$162K
RCM
218
Regency Capital Management
Hawaii
$128K
Northwestern Mutual Wealth Management
219
Northwestern Mutual Wealth Management
Wisconsin
$126K
CI Investments Inc
220
CI Investments Inc
Ontario, Canada
$117K +$7.81K +182 +7%
RFA
221
Reilly Financial Advisors
California
$99K
TFM
222
TFC Financial Management
Massachusetts
$98K
NICM
223
Neo Ivy Capital Management
New York
$94K +$112K +2,619 New
HI
224
Harbour Investments
Wisconsin
$93K +$12.9K +300 +15%
LIM
225
Longfellow Investment Management
Massachusetts
$88K

HE Hedge Fund Activity: Q3 2021 in Review

300 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q3 2021, worth a combined $2.38B — down 2.9% from $2.45B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new HE positions and 21 closed out — a net gain of 5 holders — while 98 added to existing stakes and 97 trimmed.

The largest buyer was Nordea Investment Management, adding an estimated $43.1M. The largest seller was Inclusive Capital Partners, exiting entirely with an estimated $21.8M sold.

  • 300 institutional investors held Hawaiian Electric Industries (HE) as of Q3 2021, up from 298 in Q2 2021.
  • Funds reported $2.38B of Hawaiian Electric Industries stock for Q3 2021, down 2.9% quarter-over-quarter.
  • 26 funds opened new Hawaiian Electric Industries positions in Q3 2021 and 21 closed out, a net change of +5 holders.
  • The largest Hawaiian Electric Industries buyer in Q3 2021 was Nordea Investment Management, an estimated $43.1M added.
  • The largest Hawaiian Electric Industries seller in Q3 2021 was Inclusive Capital Partners, an estimated $21.8M sold.

Based on aggregated 13F filings for Q3 2021.