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Hawaiian Electric Industries

259 hedge funds and large institutions have $1.79B invested in Hawaiian Electric Industries in 2017 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 94 increasing their positions, 82 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

312% more call options, than puts

Call options by funds: $1.21M | Put options by funds: $294K

15% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 82

6% more capital invested

Capital invested by funds: $1.68B → $1.79B (+$107M)

2.6% more ownership

Funds ownership: 46.86%49.46% (+2.6%)

6% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 31

2% less funds holding

Funds holding: 264259 (-5)

Holders
259
Holders Change
-5
Holders Change %
-1.89%
% of All Funds
6.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
94
Reduced
82
Closed
31
Calls
$1.21M
Puts
$294K
Net Calls
+$917K
Net Calls Change
+$587K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$323M +$16.2M +489,152 +5%
BlackRock
2
BlackRock
New York
$303M +$297M +8,953,026 +6,287%
State Street
3
State Street
Massachusetts
$105M +$8.71M +262,357 +9%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$95.8M +$19.8M +596,759 +26%
Wells Fargo
5
Wells Fargo
California
$87.6M +$25.2M +757,984 +40%
First Trust Advisors
6
First Trust Advisors
Illinois
$62M -$8.93M -269,160 -13%
AQR Capital Management
7
AQR Capital Management
Connecticut
$46.9M +$9.61M +289,692 +26%
Norges Bank
8
Norges Bank
Norway
$45.7M -$4.74M -142,919 -9%
GF
9
Gabelli Funds
New York
$38.5M -$83K -2,500 -0.2%
Goldman Sachs
10
Goldman Sachs
New York
$36.6M +$2.7M +81,300 +8%
Northern Trust
11
Northern Trust
Illinois
$35.5M +$2.15M +64,928 +6%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$33.1M +$1.63M +49,130 +5%
PAM
13
Panagora Asset Management
Massachusetts
$28.3M +$18.3M +550,092 +184%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$28.1M +$1.24M +37,324 +5%
SOMRS
15
State of Michigan Retirement System
Michigan
$23.9M +$13.3K +400 +0.1%
Morgan Stanley
16
Morgan Stanley
New York
$19.8M +$9.73M +293,329 +98%
Los Angeles Capital Management
17
Los Angeles Capital Management
California
$19.7M +$16.9M +510,595 +632%
Charles Schwab
18
Charles Schwab
California
$17.4M +$2.27M +68,499 +15%
Principal Financial Group
19
Principal Financial Group
Iowa
$17.2M +$506K +15,262 +3%
Prudential Financial
20
Prudential Financial
New Jersey
$16.7M -$7.94M -239,430 -32%
American Century Companies
21
American Century Companies
Missouri
$15.4M +$5.71M +172,115 +59%
Invesco
22
Invesco
Georgia
$14.9M +$2.41M +72,720 +19%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$12.6M
Renaissance Technologies
24
Renaissance Technologies
New York
$12.3M -$4.65M -140,000 -27%
JP Morgan Chase
25
JP Morgan Chase
New York
$12.2M -$1.88M -56,589 -13%

HE Hedge Fund Activity: Q1 2017 in Review

259 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q1 2017, worth a combined $1.79B — up 6.3% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new HE positions and 31 closed out — a net gain of 2 holders — while 94 added to existing stakes and 82 trimmed.

The largest buyer was BlackRock, adding an estimated $297M. The largest seller was Denver Investment Advisors, exiting entirely with an estimated $18.6M sold.

  • 259 institutional investors held Hawaiian Electric Industries (HE) as of Q1 2017, down from 264 in Q4 2016.
  • Funds reported $1.79B of Hawaiian Electric Industries stock for Q1 2017, up 6.3% quarter-over-quarter.
  • 33 funds opened new Hawaiian Electric Industries positions in Q1 2017 and 31 closed out, a net change of +2 holders.
  • The largest Hawaiian Electric Industries buyer in Q1 2017 was BlackRock, an estimated $297M added.
  • The largest Hawaiian Electric Industries seller in Q1 2017 was Denver Investment Advisors, an estimated $18.6M sold.

Based on aggregated 13F filings for Q1 2017.