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Hawaiian Electric Industries

332 hedge funds and large institutions have $2.34B invested in Hawaiian Electric Industries in 2021 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 103 increasing their positions, 97 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 22

148% more call options, than puts

Call options by funds: $298K | Put options by funds: $120K

11% more funds holding

Funds holding: 300332 (+32)

6% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 97

1% less capital invested

Capital invested by funds: $2.38B → $2.34B (-$32.4M)

1.43% less ownership

Funds ownership: 53.17%51.75% (-1.4%)

Holders
332
Holders Change
+32
Holders Change %
+10.67%
% of All Funds
5.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
58
Increased
103
Reduced
97
Closed
22
Calls
$298K
Puts
$120K
Net Calls
+$178K
Net Calls Change
-$108K
Name Holding Trade Value Shares
Change
Change in
Stake
MNBTD
201
Moody National Bank Trust Division
Texas
$320K
PAMS
202
Pictet Asset Management (Switzerland)
Switzerland
$320K
BOTOTLSJU
203
Board of Trustees of The Leland Stanford Junior University
California
$319K
DADC
204
D.A. Davidson & Co
Montana
$316K
Mercer Global Advisors
205
Mercer Global Advisors
Colorado
$308K -$59K -1,454 -16%
BFM
206
Boothbay Fund Management
New York
$303K +$296K +7,300 New
CPIG
207
Chicago Partners Investment Group
Illinois
$298K +$18.3K +452 +7%
FAFN
208
First Affirmative Financial Network
Colorado
$297K +$446 +11 +0.2%
RWP
209
Revolve Wealth Partners
New Jersey
$283K +$277K +6,819 New
KeyBank National Association
210
KeyBank National Association
Ohio
$283K +$277K +6,822 New
QCM
211
Quantinno Capital Management
New York
$283K +$277K +6,829 New
CTA
212
Chesley Taft & Associates
Illinois
$278K
Jane Street
213
Jane Street
New York
$272K -$16.2K -398 -6%
GAM
214
Gotham Asset Management
New York
$265K +$259K +6,379 New
NAM
215
NTV Asset Management
West Virginia
$257K
BA
216
Bridgewater Associates
Connecticut
$249K +$244K +6,010 New
II
217
Inspire Investing
Idaho
$248K +$11.7K +288 +5%
MA
218
McBroom & Associates
Nevada
$244K +$239K +5,880 New
Truist Financial
219
Truist Financial
North Carolina
$242K -$27.2K -670 -10%
KAS
220
Kestra Advisory Services
Texas
$241K -$113K -2,775 -32%
SCM
221
Shelton Capital Management
Colorado
$240K -$22.6K -556 -9%
GCP
222
GSA Capital Partners
United Kingdom
$234K +$228K +5,629 New
GWM
223
GSB Wealth Management
Connecticut
$232K
SC
224
Sepio Capital
Utah
$232K
KIA
225
KCM Investment Advisors
California
$230K +$225K +5,544 New

HE Hedge Fund Activity: Q4 2021 in Review

332 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q4 2021, worth a combined $2.34B — down 1.4% from $2.38B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new HE positions and 22 closed out — a net gain of 36 holders — while 103 added to existing stakes and 97 trimmed.

The largest buyer was Millennium Management, adding an estimated $7.65M. The largest seller was Wells Fargo, cutting an estimated $109M.

  • 332 institutional investors held Hawaiian Electric Industries (HE) as of Q4 2021, up from 300 in Q3 2021.
  • Funds reported $2.34B of Hawaiian Electric Industries stock for Q4 2021, down 1.4% quarter-over-quarter.
  • 58 funds opened new Hawaiian Electric Industries positions in Q4 2021 and 22 closed out, a net change of +36 holders.
  • The largest Hawaiian Electric Industries buyer in Q4 2021 was Millennium Management, an estimated $7.65M added.
  • The largest Hawaiian Electric Industries seller in Q4 2021 was Wells Fargo, an estimated $109M sold.

Based on aggregated 13F filings for Q4 2021.