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Hawaiian Electric Industries

277 hedge funds and large institutions have $642M invested in Hawaiian Electric Industries in 2024 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 105 increasing their positions, 76 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 76

5.8% more ownership

Funds ownership: 58.59%64.39% (+5.8%)

7% less funds holding

Funds holding: 297277 (-20)

12% less capital invested

Capital invested by funds: $730M → $642M (-$87.6M)

26% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 54

43% less call options, than puts

Call options by funds: $11.6M | Put options by funds: $20.3M

Holders
277
Holders Change
-20
Holders Change %
-6.73%
% of All Funds
4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
40
Increased
105
Reduced
76
Closed
54
Calls
$11.6M
Puts
$20.3M
Net Calls
-$8.68M
Net Calls Change
-$9.48M
Name Holding Trade Value Shares
Change
Change in
Stake
QL
201
Quarry LP
New York
$15.8K -$51.7K -4,971 -74%
CIBC Private Wealth Group
202
CIBC Private Wealth Group
Georgia
$15K +$2.25K +217 +13%
BTC
203
Bank & Trust Company
Illinois
$14.8K +$17K +1,639 New
TAM
204
Tucker Asset Management
Colorado
$14.8K
Northwestern Mutual Wealth Management
205
Northwestern Mutual Wealth Management
Wisconsin
$14.7K
TLCM
206
Twin Lakes Capital Management
California
$14.4K
AF
207
Allworth Financial
California
$13.9K +$2.33K +224 +39%
RTC
208
Riverview Trust Company
Washington
$13K
CA
209
Centerpoint Advisors
Massachusetts
$13K
IA
210
IFP Advisors
Florida
$12.5K +$14.4K +1,388 New
CIA
211
Cape Investment Advisory
Georgia
$11.8K -$12.3K -1,179 -47%
CWP
212
Concord Wealth Partners
Virginia
$10.8K -$416 -40 -3%
Fifth Third Bancorp
213
Fifth Third Bancorp
Ohio
$9.92K
EWA
214
EverSource Wealth Advisors
Alabama
$9.77K +$800 +77 +15%
RFS
215
Richardson Financial Services
Massachusetts
$9.47K
PTC
216
Private Trust Company
Ohio
$9.32K -$4.18K -402 -28%
HSA
217
Hussman Strategic Advisors
Maryland
$9.02K
Allspring Global Investments
218
Allspring Global Investments
North Carolina
$8.51K -$3.45K -332 -26%
TIM
219
Tortoise Investment Management
New York
$8.43K
CTC
220
Central Trust Company
Missouri
$8.39K
MG
221
Mather Group
Illinois
$7.89K +$7.27K +700 New
CFB
222
Cullen/Frost Bankers
Texas
$7.77K
VCM
223
Versant Capital Management
Arizona
$7.58K +$8.47K +815 +3,260%
QC
224
Quent Capital
New York
$7.1K +$8.14K +783 +19,575%
C
225
Covestor
United Kingdom
$7K -$8.77K -844 -52%

HE Hedge Fund Activity: Q2 2024 in Review

277 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q2 2024, worth a combined $642M — down 12% from $730M a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of HE and 40 opened new positions — a net loss of 14 holders — while 76 trimmed existing stakes and 105 added.

The largest buyer was BlackRock, adding an estimated $46.8M. The largest seller was Morgan Stanley, cutting an estimated $15.2M.

  • 277 institutional investors held Hawaiian Electric Industries (HE) as of Q2 2024, down from 297 in Q1 2024.
  • Funds reported $642M of Hawaiian Electric Industries stock for Q2 2024, down 12% quarter-over-quarter.
  • 40 funds opened new Hawaiian Electric Industries positions in Q2 2024 and 54 closed out, a net change of -14 holders.
  • The largest Hawaiian Electric Industries buyer in Q2 2024 was BlackRock, an estimated $46.8M added.
  • The largest Hawaiian Electric Industries seller in Q2 2024 was Morgan Stanley, an estimated $15.2M sold.

Based on aggregated 13F filings for Q2 2024.