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Hawaiian Electric Industries

205 hedge funds and large institutions have $1.33B invested in Hawaiian Electric Industries in 2015 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 69 increasing their positions, 77 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 12

42% more call options, than puts

Call options by funds: $411K | Put options by funds: $290K

3% more funds holding

Funds holding: 199205 (+6)

0.64% more ownership

Funds ownership: 42.82%43.46% (+0.64%)

2% less capital invested

Capital invested by funds: $1.36B → $1.33B (-$27.3M)

10% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 77

Holders
205
Holders Change
+6
Holders Change %
+3.02%
% of All Funds
5.72%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
69
Reduced
77
Closed
12
Calls
$411K
Puts
$290K
Net Calls
+$121K
Net Calls Change
+$121K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$213M +$1.88M +64,022 +0.9%
BFA
2
BlackRock Fund Advisors
California
$99.3M +$437K +14,908 +0.4%
BIT
3
BlackRock Institutional Trust
California
$85.4M +$1.36M +46,290 +2%
State Street
4
State Street
Massachusetts
$81M -$2.32M -79,018 -3%
AA
5
AQR Arbitrage
Connecticut
$71.7M -$1.47M -50,172 -2%
CS
6
Credit Suisse
Switzerland
$65.1M -$4.36M -148,635 -6%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$60M +$23.6M +806,027 +63%
Grantham, Mayo, Van Otterloo & Co (GMO)
8
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$44.6M -$714K -24,335 -2%
Deutsche Bank
9
Deutsche Bank
Germany
$39.4M +$18.1M +615,697 +81%
Morgan Stanley
10
Morgan Stanley
New York
$36M -$6.84M -233,268 -16%
GF
11
Gabelli Funds
New York
$35.2M -$46.9K -1,600 -0.1%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$27.5M
Northern Trust
13
Northern Trust
Illinois
$26.1M +$733K +24,995 +3%
Wells Fargo
14
Wells Fargo
California
$24.7M +$1.56M +53,225 +7%
Renaissance Technologies
15
Renaissance Technologies
New York
$23.3M +$10.8M +369,700 +83%
Norges Bank
16
Norges Bank
Norway
$22M +$415K +14,135 +2%
SOMRS
17
State of Michigan Retirement System
Michigan
$20.8M +$1.45M +49,531 +7%
OAC
18
OMERS Administration Corp
Ontario, Canada
$17.8M +$1.42M +48,420 +8%
JP Morgan Chase
19
JP Morgan Chase
New York
$17.7M -$1.27M -43,380 -7%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$16.6M -$2.24M -76,338 -12%
AAM
21
Advisors Asset Management
Colorado
$14.4M -$12.1M -412,334 -45%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$12.3M -$566K -19,300 -4%
Barclays
23
Barclays
United Kingdom
$11.9M -$5.36M -182,709 -30%
Charles Schwab
24
Charles Schwab
California
$10.1M +$345K +11,755 +3%
First Trust Advisors
25
First Trust Advisors
Illinois
$9.96M -$256K -8,728 -2%