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Hawaiian Electric Industries

291 hedge funds and large institutions have $1.15B invested in Hawaiian Electric Industries in 2024 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 92 increasing their positions, 77 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more capital invested

Capital invested by funds: $642M → $1.15B (+$506M)

32% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 53

19% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 77

7.79% more ownership

Funds ownership: 64.39%72.18% (+7.8%)

5% more funds holding

Funds holding: 277291 (+14)

25% less call options, than puts

Call options by funds: $26.6M | Put options by funds: $35.5M

Holders
291
Holders Change
+14
Holders Change %
+5.05%
% of All Funds
4.18%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.04%
New
70
Increased
92
Reduced
77
Closed
53
Calls
$26.6M
Puts
$35.5M
Net Calls
-$8.86M
Net Calls Change
-$180K
Name Holding Trade Value Shares
Change
Change in
Stake
KBC Group
201
KBC Group
Belgium
$38K +$12.7K +1,021 +35%
GM
202
GeoWealth Management
Illinois
$37.3K +$47.8K +3,855 New
AB
203
Amalgamated Bank
New York
$36K
BAM
204
Byrne Asset Management
New Jersey
$35.8K +$45.8K +3,700 New
IA
205
IFP Advisors
Florida
$34.8K +$27.3K +2,206 +159%
CFGS
206
Concourse Financial Group Securities
Alabama
$34.7K -$198 -16 -0.4%
Nomura Asset Management
207
Nomura Asset Management
Japan
$33.9K
AAP
208
Arax Advisory Partners
Colorado
$32.9K +$855 +69 +2%
Jones Financial Companies
209
Jones Financial Companies
Missouri
$29.4K +$2.79K +225 +8%
WOSD
210
WFA of San Diego
California
$29K
VWM
211
Venturi Wealth Management
Texas
$26.7K -$223 -18 -0.6%
Comerica Bank
212
Comerica Bank
Texas
$23.9K -$19.8K -1,596 -39%
RFS
213
Richardson Financial Services
Massachusetts
$19.6K +$13K +1,050 +100%
CIBC Private Wealth Group
214
CIBC Private Wealth Group
Georgia
$18.8K
FCM
215
Fourpath Capital Management
Oklahoma
$17.7K +$22.6K +1,825 New
GCM
216
Gladius Capital Management
Illinois
$17K +$21.7K +1,755 New
HI
217
Harbour Investments
Wisconsin
$16.5K -$4.79K -387 -19%
Northwestern Mutual Wealth Management
218
Northwestern Mutual Wealth Management
Wisconsin
$15.8K
WIM
219
Westside Investment Management
California
$14.7K -$6.2K -500 -25%
CA
220
Centerpoint Advisors
Massachusetts
$14K
TLCM
221
Twin Lakes Capital Management
California
$13.6K -$2.4K -194 -12%
PTC
222
Private Trust Company
Ohio
$12.9K +$3.71K +299 +29%
CWP
223
Concord Wealth Partners
Virginia
$12K +$496 +40 +3%
Optiver Holding
224
Optiver Holding
Netherlands
$11.4K +$14.5K +1,173 New
IAIM
225
International Assets Investment Management
Florida
$11K +$1.17M +94,327 +790%

HE Hedge Fund Activity: Q3 2024 in Review

291 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q3 2024, worth a combined $1.15B — up 79% from $642M a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new HE positions and 53 closed out — a net gain of 17 holders — while 92 added to existing stakes and 77 trimmed.

The largest buyer was Zimmer Partners, opening a new position worth an estimated $186M. The largest seller was AQR Capital Management, cutting an estimated $79.6M.

  • 291 institutional investors held Hawaiian Electric Industries (HE) as of Q3 2024, up from 277 in Q2 2024.
  • Funds reported $1.15B of Hawaiian Electric Industries stock for Q3 2024, up 79% quarter-over-quarter.
  • 70 funds opened new Hawaiian Electric Industries positions in Q3 2024 and 53 closed out, a net change of +17 holders.
  • The largest Hawaiian Electric Industries buyer in Q3 2024 was Zimmer Partners, an estimated $186M added.
  • The largest Hawaiian Electric Industries seller in Q3 2024 was AQR Capital Management, an estimated $79.6M sold.

Based on aggregated 13F filings for Q3 2024.