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Hawaiian Electric Industries

292 hedge funds and large institutions have $1.93B invested in Hawaiian Electric Industries in 2018 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 102 increasing their positions, 84 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $446K | Put options by funds: $220K

46% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 24

21% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 84

4% more funds holding

Funds holding: 282292 (+10)

1.56% more ownership

Funds ownership: 50.04%51.61% (+1.6%)

3% more capital invested

Capital invested by funds: $1.87B → $1.93B (+$53.8M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
292
Holders Change
+10
Holders Change %
+3.55%
% of All Funds
6.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
35
Increased
102
Reduced
84
Closed
24
Calls
$446K
Puts
$220K
Net Calls
+$226K
Net Calls Change
-$431K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$363M +$14.8M +434,224 +4%
BlackRock
2
BlackRock
New York
$319M -$2.05M -60,395 -0.6%
Wells Fargo
3
Wells Fargo
California
$110M +$4.52M +132,876 +4%
State Street
4
State Street
Massachusetts
$101M -$3.05M -89,727 -3%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$52.8M -$21.5M -632,571 -29%
Robeco Institutional Asset Management
6
Robeco Institutional Asset Management
Netherlands
$52.1M +$4.61M +135,756 +10%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$45.6M +$3.5M +103,013 +8%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$42.3M -$4.63M -136,284 -10%
GF
9
Gabelli Funds
New York
$39.5M
Geode Capital Management
10
Geode Capital Management
Massachusetts
$34.2M +$1.16M +34,006 +4%
Northern Trust
11
Northern Trust
Illinois
$30.2M +$94.9K +2,792 +0.3%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$29.7M +$10.3M +303,136 +54%
First Trust Advisors
13
First Trust Advisors
Illinois
$29.4M +$143K +4,220 +0.5%
Nordea Investment Management
14
Nordea Investment Management
Sweden
$28.4M +$1.35M +39,740 +5%
Invesco
15
Invesco
Georgia
$27.9M +$2.92M +85,935 +12%
Charles Schwab
16
Charles Schwab
California
$25.4M +$2.02M +59,593 +9%
AQR Capital Management
17
AQR Capital Management
Connecticut
$23.9M +$6.41M +188,528 +37%
Prudential Financial
18
Prudential Financial
New Jersey
$23.7M +$6.01M +176,810 +34%
Renaissance Technologies
19
Renaissance Technologies
New York
$23.5M +$3.97M +116,700 +21%
Goldman Sachs
20
Goldman Sachs
New York
$21.6M +$13M +382,813 +154%
Norges Bank
21
Norges Bank
Norway
$19.9M +$2.04M +60,035 +12%
PPA
22
Parametric Portfolio Associates
Washington
$18.2M +$1.5M +44,085 +9%
Principal Financial Group
23
Principal Financial Group
Iowa
$16.5M +$197K +5,791 +1%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$15M +$364K +10,716 +3%
BTW
25
Boston Trust Walden
Massachusetts
$12.5M -$359K -10,557 -3%

HE Hedge Fund Activity: Q2 2018 in Review

292 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q2 2018, worth a combined $1.93B — up 2.9% from $1.87B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new HE positions and 24 closed out — a net gain of 11 holders — while 102 added to existing stakes and 84 trimmed.

The largest buyer was Vanguard Group, adding an estimated $14.8M. The largest seller was Bank of New York Mellon, cutting an estimated $21.5M.

  • 292 institutional investors held Hawaiian Electric Industries (HE) as of Q2 2018, up from 282 in Q1 2018.
  • Funds reported $1.93B of Hawaiian Electric Industries stock for Q2 2018, up 2.9% quarter-over-quarter.
  • 35 funds opened new Hawaiian Electric Industries positions in Q2 2018 and 24 closed out, a net change of +11 holders.
  • The largest Hawaiian Electric Industries buyer in Q2 2018 was Vanguard Group, an estimated $14.8M added.
  • The largest Hawaiian Electric Industries seller in Q2 2018 was Bank of New York Mellon, an estimated $21.5M sold.

Based on aggregated 13F filings for Q2 2018.