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Hawaiian Electric Industries

253 hedge funds and large institutions have $1.82B invested in Hawaiian Electric Industries in 2017 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 83 increasing their positions, 86 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

3% more funds holding

Funds holding: 246253 (+7)

4% more capital invested

Capital invested by funds: $1.75B → $1.82B (+$70.5M)

0.42% more ownership

Funds ownership: 49.82%50.23% (+0.42%)

3% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 86

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
253
Holders Change
+7
Holders Change %
+2.85%
% of All Funds
6.31%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
25
Increased
83
Reduced
86
Closed
15
Calls
$1.05M
Puts
Net Calls
+$1.05M
Net Calls Change
+$225K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$328M +$6.97M +210,801 +2%
BlackRock
2
BlackRock
New York
$299M +$2.01M +60,641 +0.7%
State Street
3
State Street
Massachusetts
$109M +$1.85M +55,771 +2%
Wells Fargo
4
Wells Fargo
California
$96.8M +$5.22M +157,906 +6%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$94.3M -$1.34M -40,645 -1%
First Trust Advisors
6
First Trust Advisors
Illinois
$79.7M -$1.33M -40,230 -2%
PAM
7
Panagora Asset Management
Massachusetts
$41.2M +$8.33M +251,724 +26%
AQR Capital Management
8
AQR Capital Management
Connecticut
$38.6M -$2.17M -65,513 -5%
GF
9
Gabelli Funds
New York
$38.4M
Norges Bank
10
Norges Bank
Norway
$34.9M -$8.81M -266,239 -20%
Northern Trust
11
Northern Trust
Illinois
$34.5M -$991K -29,941 -3%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$33.9M +$975K +29,468 +3%
Goldman Sachs
13
Goldman Sachs
New York
$31.5M -$979K -29,581 -3%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$31.3M +$665K +20,094 +2%
Charles Schwab
15
Charles Schwab
California
$20.4M +$1.24M +37,410 +7%
Invesco
16
Invesco
Georgia
$18.8M +$2.91M +88,076 +18%
Prudential Financial
17
Prudential Financial
New Jersey
$16.3M -$275K -8,300 -2%
Principal Financial Group
18
Principal Financial Group
Iowa
$15.4M +$98.7K +2,983 +0.6%
American Century Companies
19
American Century Companies
Missouri
$15.4M
PPA
20
Parametric Portfolio Associates
Washington
$14.5M +$1.32M +39,948 +10%
Morgan Stanley
21
Morgan Stanley
New York
$14.2M -$3.79M -114,541 -21%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$14M +$10.9M +330,182 +369%
BTW
23
Boston Trust Walden
Massachusetts
$13.7M +$13.6M +410,942 New
JP Morgan Chase
24
JP Morgan Chase
New York
$13.7M +$4.4M +132,935 +49%
Renaissance Technologies
25
Renaissance Technologies
New York
$13.1M +$109K +3,300 +0.8%

HE Hedge Fund Activity: Q3 2017 in Review

253 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q3 2017, worth a combined $1.82B — up 4% from $1.75B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new HE positions and 15 closed out — a net gain of 10 holders — while 83 added to existing stakes and 86 trimmed.

The largest buyer was Boston Trust Walden, opening a new position worth an estimated $13.6M. The largest seller was State of Michigan Retirement System, cutting an estimated $22.4M.

  • 253 institutional investors held Hawaiian Electric Industries (HE) as of Q3 2017, up from 246 in Q2 2017.
  • Funds reported $1.82B of Hawaiian Electric Industries stock for Q3 2017, up 4% quarter-over-quarter.
  • 25 funds opened new Hawaiian Electric Industries positions in Q3 2017 and 15 closed out, a net change of +10 holders.
  • The largest Hawaiian Electric Industries buyer in Q3 2017 was Boston Trust Walden, an estimated $13.6M added.
  • The largest Hawaiian Electric Industries seller in Q3 2017 was State of Michigan Retirement System, an estimated $22.4M sold.

Based on aggregated 13F filings for Q3 2017.