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Hawaiian Electric Industries

322 hedge funds and large institutions have $2.6B invested in Hawaiian Electric Industries in 2019 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 109 increasing their positions, 112 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

15,125% more call options, than puts

Call options by funds: $609K | Put options by funds: $4K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

50% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 24

9% more capital invested

Capital invested by funds: $2.38B → $2.6B (+$218M)

2% more funds holding

Funds holding: 316322 (+6)

1.19% more ownership

Funds ownership: 53.76%54.95% (+1.2%)

3% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 112

Holders
322
Holders Change
+6
Holders Change %
+1.9%
% of All Funds
6.99%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
36
Increased
109
Reduced
112
Closed
24
Calls
$609K
Puts
$4K
Net Calls
+$605K
Net Calls Change
-$88K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$504M +$6.87M +163,948 +1%
BlackRock
2
BlackRock
New York
$440M -$1.74M -41,613 -0.4%
State Street
3
State Street
Massachusetts
$129M +$1.44M +34,273 +1%
Wells Fargo
4
Wells Fargo
California
$123M +$7.81M +186,281 +7%
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$76.1M +$13.1M +312,280 +22%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$70.1M +$3.34M +79,667 +5%
Invesco
7
Invesco
Georgia
$65.6M +$10.7M +255,553 +20%
Robeco Institutional Asset Management
8
Robeco Institutional Asset Management
Netherlands
$56.8M +$485K +11,575 +0.9%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$52.7M -$5.34M -127,382 -10%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$51.8M +$844K +20,148 +2%
VH
11
ValueAct Holdings
California
$51.2M -$10.5M -250,000 -18%
First Trust Advisors
12
First Trust Advisors
Illinois
$49.5M +$9.95M +237,394 +26%
GF
13
Gabelli Funds
New York
$49.3M -$713K -17,000 -1%
Northern Trust
14
Northern Trust
Illinois
$43.5M -$217K -5,178 -0.5%
Norges Bank
15
Norges Bank
Norway
$37.6M +$3.01M +71,789 +9%
Nordea Investment Management
16
Nordea Investment Management
Sweden
$33.8M -$5.33M -127,248 -14%
Charles Schwab
17
Charles Schwab
California
$33.4M -$1.09M -26,060 -3%
WG
18
Winton Group
United Kingdom
$25.8M -$1.14M -27,271 -4%
PPA
19
Parametric Portfolio Associates
Washington
$24.1M +$2.63M +62,701 +13%
Renaissance Technologies
20
Renaissance Technologies
New York
$22.7M -$10.1M -239,900 -32%
Principal Financial Group
21
Principal Financial Group
Iowa
$21M -$13.6K -325 -0.1%
Legal & General Group
22
Legal & General Group
United Kingdom
$19.8M +$6.68M +159,313 +54%
AQR Capital Management
23
AQR Capital Management
Connecticut
$19.6M +$4.41M +105,237 +30%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$19.5M +$1.46M +34,825 +8%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$17.9M -$6.52M -155,467 -27%

HE Hedge Fund Activity: Q2 2019 in Review

322 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q2 2019, worth a combined $2.6B — up 9.1% from $2.38B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new HE positions and 24 closed out — a net gain of 12 holders — while 109 added to existing stakes and 112 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $13.1M. The largest seller was DePrince Race & Zollo Inc (DRZ), cutting an estimated $14.7M.

  • 322 institutional investors held Hawaiian Electric Industries (HE) as of Q2 2019, up from 316 in Q1 2019.
  • Funds reported $2.6B of Hawaiian Electric Industries stock for Q2 2019, up 9.1% quarter-over-quarter.
  • 36 funds opened new Hawaiian Electric Industries positions in Q2 2019 and 24 closed out, a net change of +12 holders.
  • The largest Hawaiian Electric Industries buyer in Q2 2019 was Acadian Asset Management, an estimated $13.1M added.
  • The largest Hawaiian Electric Industries seller in Q2 2019 was DePrince Race & Zollo Inc (DRZ), an estimated $14.7M sold.

Based on aggregated 13F filings for Q2 2019.