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Hawaiian Electric Industries

282 hedge funds and large institutions have $1.87B invested in Hawaiian Electric Industries in 2018 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 83 increasing their positions, 94 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,602% more call options, than puts

Call options by funds: $698K | Put options by funds: $41K

16% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 32

1% more funds holding

Funds holding: 279282 (+3)

0.96% more ownership

Funds ownership: 49.08%50.04% (+0.96%)

3% less capital invested

Capital invested by funds: $1.93B → $1.87B (-$55.8M)

12% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 94

Holders
282
Holders Change
+3
Holders Change %
+1.08%
% of All Funds
6.46%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
37
Increased
83
Reduced
94
Closed
32
Calls
$698K
Puts
$41K
Net Calls
+$657K
Net Calls Change
+$407K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$349M +$5.53M +163,673 +2%
BlackRock
2
BlackRock
New York
$322M +$8.75M +258,820 +3%
Wells Fargo
3
Wells Fargo
California
$105M +$4.64M +137,280 +5%
State Street
4
State Street
Massachusetts
$105M -$9.42M -278,644 -8%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$74.6M -$14.9M -440,712 -17%
Robeco Institutional Asset Management
6
Robeco Institutional Asset Management
Netherlands
$47.6M +$44.5M +1,315,703 +1,929%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$47.1M +$12M +354,449 +35%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$42.2M +$10.7M +316,249 +35%
GF
9
Gabelli Funds
New York
$39.6M
Geode Capital Management
10
Geode Capital Management
Massachusetts
$33.1M +$169K +4,988 +0.5%
Northern Trust
11
Northern Trust
Illinois
$30.2M -$1.13M -33,449 -4%
First Trust Advisors
12
First Trust Advisors
Illinois
$29.4M -$6.37M -188,632 -18%
Nordea Investment Management
13
Nordea Investment Management
Sweden
$27.1M +$7.58M +224,246 +40%
Invesco
14
Invesco
Georgia
$25M +$3.7M +109,362 +18%
Charles Schwab
15
Charles Schwab
California
$23.4M +$1.2M +35,626 +6%
JP Morgan Chase
16
JP Morgan Chase
New York
$23.1M +$813K +24,072 +4%
Renaissance Technologies
17
Renaissance Technologies
New York
$19.6M +$7.31M +216,300 +61%
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$19.4M +$15.7M +463,347 +465%
Russell Investments Group
19
Russell Investments Group
United Kingdom
$18.5M +$3.77M +111,489 +26%
Norges Bank
20
Norges Bank
Norway
$17.9M -$2.51M -74,290 -12%
Prudential Financial
21
Prudential Financial
New Jersey
$17.7M +$8.18M +242,000 +89%
AQR Capital Management
22
AQR Capital Management
Connecticut
$17.6M -$12M -355,452 -41%
PPA
23
Parametric Portfolio Associates
Washington
$16.8M +$218K +6,453 +1%
Principal Financial Group
24
Principal Financial Group
Iowa
$16.3M +$407K +12,053 +3%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$14.6M +$134K +3,980 +0.9%

HE Hedge Fund Activity: Q1 2018 in Review

282 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q1 2018, worth a combined $1.87B — down 2.9% from $1.93B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new HE positions and 32 closed out — a net gain of 5 holders — while 83 added to existing stakes and 94 trimmed.

The largest buyer was Robeco Institutional Asset Management, adding an estimated $44.5M. The largest seller was Panagora Asset Management, cutting an estimated $32.9M.

  • 282 institutional investors held Hawaiian Electric Industries (HE) as of Q1 2018, up from 279 in Q4 2017.
  • Funds reported $1.87B of Hawaiian Electric Industries stock for Q1 2018, down 2.9% quarter-over-quarter.
  • 37 funds opened new Hawaiian Electric Industries positions in Q1 2018 and 32 closed out, a net change of +5 holders.
  • The largest Hawaiian Electric Industries buyer in Q1 2018 was Robeco Institutional Asset Management, an estimated $44.5M added.
  • The largest Hawaiian Electric Industries seller in Q1 2018 was Panagora Asset Management, an estimated $32.9M sold.

Based on aggregated 13F filings for Q1 2018.