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Hawaiian Electric Industries

323 hedge funds and large institutions have $2.84B invested in Hawaiian Electric Industries in 2019 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 110 increasing their positions, 96 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more call options, than puts

Call options by funds: $698K | Put options by funds: $258K

38% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 26

15% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 96

2% more capital invested

Capital invested by funds: $2.77B → $2.84B (+$68.7M)

1% more funds holding

Funds holding: 321323 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.22% less ownership

Funds ownership: 55.88%55.66% (-0.22%)

Holders
323
Holders Change
+2
Holders Change %
+0.62%
% of All Funds
6.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
36
Increased
110
Reduced
96
Closed
26
Calls
$698K
Puts
$258K
Net Calls
+$440K
Net Calls Change
-$331K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$545M +$4.79M +106,898 +0.9%
BlackRock
2
BlackRock
New York
$493M +$18M +401,729 +4%
State Street
3
State Street
Massachusetts
$156M +$12.5M +278,789 +9%
Wells Fargo
4
Wells Fargo
California
$130M +$1.08M +24,056 +0.9%
Invesco
5
Invesco
Georgia
$97.6M +$10M +224,215 +12%
VH
6
ValueAct Holdings
California
$95.3M +$18.5M +412,716 +25%
Acadian Asset Management
7
Acadian Asset Management
Massachusetts
$85.4M +$938K +20,939 +1%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$71.9M -$3.62M -80,847 -5%
First Trust Advisors
9
First Trust Advisors
Illinois
$62.3M +$4.28M +95,579 +8%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$58.3M +$1.42M +31,632 +3%
Robeco Institutional Asset Management
11
Robeco Institutional Asset Management
Netherlands
$57.6M -$4.98M -111,159 -8%
Northern Trust
12
Northern Trust
Illinois
$53.9M -$299K -6,683 -0.6%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$52.6M -$2.67M -59,516 -5%
GF
14
Gabelli Funds
New York
$52.4M -$538K -12,000 -1%
Charles Schwab
15
Charles Schwab
California
$47.7M +$846K +18,872 +2%
Norges Bank
16
Norges Bank
Norway
$40.4M
AQR Capital Management
17
AQR Capital Management
Connecticut
$29.4M -$618K -13,793 -2%
MAM
18
Martingale Asset Management
Massachusetts
$23.8M -$497K -11,097 -2%
Legal & General Group
19
Legal & General Group
United Kingdom
$23.7M +$974K +21,730 +4%
JP Morgan Chase
20
JP Morgan Chase
New York
$23.4M +$7.45M +166,231 +50%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$23.3M +$1.5M +33,540 +7%
PPA
22
Parametric Portfolio Associates
Washington
$22.7M -$1.17M -26,123 -5%
Principal Financial Group
23
Principal Financial Group
Iowa
$22.2M -$4.97K -111 -0%
WG
24
Winton Group
United Kingdom
$21M -$8.19M -182,827 -29%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$19.3M -$15.2K -340 -0.1%

HE Hedge Fund Activity: Q4 2019 in Review

323 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q4 2019, worth a combined $2.84B — up 2.5% from $2.77B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new HE positions and 26 closed out — a net gain of 10 holders — while 110 added to existing stakes and 96 trimmed.

The largest buyer was ValueAct Holdings, adding an estimated $18.5M. The largest seller was Nordea Investment Management, exiting entirely with an estimated $24.3M sold.

  • 323 institutional investors held Hawaiian Electric Industries (HE) as of Q4 2019, up from 321 in Q3 2019.
  • Funds reported $2.84B of Hawaiian Electric Industries stock for Q4 2019, up 2.5% quarter-over-quarter.
  • 36 funds opened new Hawaiian Electric Industries positions in Q4 2019 and 26 closed out, a net change of +10 holders.
  • The largest Hawaiian Electric Industries buyer in Q4 2019 was ValueAct Holdings, an estimated $18.5M added.
  • The largest Hawaiian Electric Industries seller in Q4 2019 was Nordea Investment Management, an estimated $24.3M sold.

Based on aggregated 13F filings for Q4 2019.