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Hawaiian Electric Industries

316 hedge funds and large institutions have $2.38B invested in Hawaiian Electric Industries in 2019 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 120 increasing their positions, 74 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 22

62% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 74

14% more capital invested

Capital invested by funds: $2.1B → $2.38B (+$289M)

5% more funds holding

Funds holding: 300316 (+16)

1.06% more ownership

Funds ownership: 52.7%53.76% (+1.1%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
316
Holders Change
+16
Holders Change %
+5.33%
% of All Funds
6.84%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
42
Increased
120
Reduced
74
Closed
22
Calls
$693K
Puts
Net Calls
+$693K
Net Calls Change
+$481K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$465M +$13.3M +348,824 +3%
BlackRock
2
BlackRock
New York
$414M +$11.6M +305,064 +3%
State Street
3
State Street
Massachusetts
$120M +$1.36M +35,858 +1%
Wells Fargo
4
Wells Fargo
California
$107M -$5.18M -136,421 -5%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$62.4M +$871K +22,934 +2%
Acadian Asset Management
6
Acadian Asset Management
Massachusetts
$58.5M +$3.37M +88,818 +7%
VH
7
ValueAct Holdings
California
$58.1M -$3.1M -81,548 -5%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$54.5M -$438K -11,537 -0.9%
Robeco Institutional Asset Management
9
Robeco Institutional Asset Management
Netherlands
$52.7M -$375K -9,872 -0.8%
Invesco
10
Invesco
Georgia
$51M +$10.9M +286,314 +30%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$47.7M +$3.39M +89,099 +8%
GF
12
Gabelli Funds
New York
$46.8M -$76K -2,000 -0.2%
Northern Trust
13
Northern Trust
Illinois
$40.9M +$4.33M +113,869 +13%
Nordea Investment Management
14
Nordea Investment Management
Sweden
$36.8M +$4.41M +116,134 +15%
First Trust Advisors
15
First Trust Advisors
Illinois
$36.6M +$1.94M +50,977 +6%
Charles Schwab
16
Charles Schwab
California
$32.3M +$1.4M +36,905 +5%
Norges Bank
17
Norges Bank
Norway
$32.3M +$4.88M +128,319 +19%
Renaissance Technologies
18
Renaissance Technologies
New York
$31M -$5.03M -132,500 -15%
Russell Investments Group
19
Russell Investments Group
United Kingdom
$25.6M -$4.47M -117,668 -16%
WG
20
Winton Group
United Kingdom
$25.3M -$4.55M -119,813 -16%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$23.1M +$10.6M +278,694 +97%
DRZID
22
DePrince Race & Zollo Inc (DRZ)
Florida
$20.2M -$3.38M -88,984 -15%
PPA
23
Parametric Portfolio Associates
Washington
$20M +$450K +11,836 +2%
Principal Financial Group
24
Principal Financial Group
Iowa
$19.7M +$189K +4,966 +1%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$16.8M +$715K +18,805 +5%

HE Hedge Fund Activity: Q1 2019 in Review

316 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q1 2019, worth a combined $2.38B — up 14% from $2.1B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new HE positions and 22 closed out — a net gain of 20 holders — while 120 added to existing stakes and 74 trimmed.

The largest buyer was Vanguard Group, adding an estimated $13.3M. The largest seller was Blackstart Capital, exiting entirely with an estimated $19.2M sold.

  • 316 institutional investors held Hawaiian Electric Industries (HE) as of Q1 2019, up from 300 in Q4 2018.
  • Funds reported $2.38B of Hawaiian Electric Industries stock for Q1 2019, up 14% quarter-over-quarter.
  • 42 funds opened new Hawaiian Electric Industries positions in Q1 2019 and 22 closed out, a net change of +20 holders.
  • The largest Hawaiian Electric Industries buyer in Q1 2019 was Vanguard Group, an estimated $13.3M added.
  • The largest Hawaiian Electric Industries seller in Q1 2019 was Blackstart Capital, an estimated $19.2M sold.

Based on aggregated 13F filings for Q1 2019.