Hawaiian Electric Industries
230 hedge funds and large institutions have $1.36B invested in Hawaiian Electric Industries in 2014 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 90 increasing their positions, 58 reducing their positions, and 24 closing their positions.
55% more repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 58
29% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 24
16% more capital invested
Capital invested by funds: $1.17B → $1.36B (+$192M)
7.63% more ownership
Funds ownership: 45.46% → 53.09% (+7.6%)
3% more funds holding
Funds holding: 224 → 230 (+6)
16% less call options, than puts
Call options by funds: $1.72M | Put options by funds: $2.05M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Adage Capital Partners
Boston,
Massachusetts
|
+$36.5M |
| 2 |
SO
STRS Ohio
Columbus,
Ohio
|
+$28.2M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$18.3M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$16.7M |
| 5 |
Bank of New York Mellon
New York
|
+$15.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$24.4M |
| 2 |
RFC
Russell Frank Company
Seattle,
Washington
|
-$6.37M |
| 3 |
ACA
Anchor Capital Advisors
Boston,
Massachusetts
|
-$6.33M |
| 4 |
UOC
UBS O'Connor
Chicago,
Illinois
|
-$3M |
| 5 |
TG
TCW Group
Los Angeles,
California
|
-$2.48M |
HE Hedge Fund Activity: Q2 2014 in Review
230 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q2 2014, worth a combined $1.36B — up 16% from $1.17B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new HE positions and 24 closed out — a net gain of 7 holders — while 90 added to existing stakes and 58 trimmed.
The largest buyer was Adage Capital Partners, opening a new position worth an estimated $36.5M. The largest seller was DePrince Race & Zollo Inc (DRZ), exiting entirely with an estimated $24.4M sold.
- 230 institutional investors held Hawaiian Electric Industries (HE) as of Q2 2014, up from 224 in Q1 2014.
- Funds reported $1.36B of Hawaiian Electric Industries stock for Q2 2014, up 16% quarter-over-quarter.
- 31 funds opened new Hawaiian Electric Industries positions in Q2 2014 and 24 closed out, a net change of +7 holders.
- The largest Hawaiian Electric Industries buyer in Q2 2014 was Adage Capital Partners, an estimated $36.5M added.
- The largest Hawaiian Electric Industries seller in Q2 2014 was DePrince Race & Zollo Inc (DRZ), an estimated $24.4M sold.
Based on aggregated 13F filings for Q2 2014.