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Hawaiian Electric Industries

223 hedge funds and large institutions have $2.2B invested in Hawaiian Electric Industries in 2014 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 81 increasing their positions, 78 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

62% more capital invested

Capital invested by funds: $1.36B → $2.2B (+$840M)

4% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 78

1.34% less ownership

Funds ownership: 53.09%51.75% (-1.3%)

3% less funds holding

Funds holding: 230223 (-7)

17% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 29

27% less call options, than puts

Call options by funds: $1.02M | Put options by funds: $1.41M

Holders
223
Holders Change
-7
Holders Change %
-3.04%
% of All Funds
6.47%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
24
Increased
81
Reduced
78
Closed
29
Calls
$1.02M
Puts
$1.41M
Net Calls
-$381K
Net Calls Change
-$51K
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Americafirst Capital Management
California
$799M +$747K +30,089 New
Vanguard Group
2
Vanguard Group
Pennsylvania
$169M +$3.49M +140,702 +2%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$89.6M -$2.64M -106,326 -3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$81.7M +$3.24M +130,500 +4%
BFA
5
BlackRock Fund Advisors
California
$80.6M -$828K -33,353 -1%
State Street
6
State Street
Massachusetts
$77.1M -$452K -18,219 -0.6%
BIT
7
BlackRock Institutional Trust
California
$71.8M +$867K +34,916 +1%
Adage Capital Partners
8
Adage Capital Partners
Massachusetts
$66.4M +$24.8M +1,000,000 +67%
LCP
9
Lombardia Capital Partners
California
$57.6M -$2.11M -84,972 -4%
Franklin Resources
10
Franklin Resources
California
$47.8M -$14.9M -600,000 -25%
SO
11
STRS Ohio
Ohio
$42M +$10.5M +425,000 +37%
GF
12
Gabelli Funds
New York
$35.8M -$74.5K -3,000 -0.2%
AAM
13
Advisors Asset Management
Colorado
$28.2M +$4.2M +169,235 +19%
Northern Trust
14
Northern Trust
Illinois
$27.9M +$1.92M +77,501 +8%
First Trust Advisors
15
First Trust Advisors
Illinois
$23M -$1.02M -41,274 -5%
Norges Bank
16
Norges Bank
Norway
$20.3M -$18.9M -762,868 -50%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$20.2M +$42.6K +1,717 +0.2%
SOMRS
18
State of Michigan Retirement System
Michigan
$20M +$1.34M +53,800 +8%
ACH
19
ArrowMark Colorado Holdings
Colorado
$17.7M -$2.23M -90,000 -12%
CNB
20
City National Bank
California
$17.4M +$94.5K +3,809 +0.6%
NAM
21
Nexus Asset Management
New York
$16.3M +$15.2M +614,100 New
Geode Capital Management
22
Geode Capital Management
Massachusetts
$15M +$53K +2,134 +0.4%
Wells Fargo
23
Wells Fargo
California
$13.7M +$1.94M +78,010 +18%
New York State Common Retirement Fund
24
New York State Common Retirement Fund
New York
$13.4M -$79.4K -3,200 -0.6%
HIM
25
Hermes Investment Management
United Kingdom
$13.3M +$270K +10,862 +2%