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Hawaiian Electric Industries

312 hedge funds and large institutions have $1.81B invested in Hawaiian Electric Industries in 2020 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 89 increasing their positions, 105 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 35

33% more call options, than puts

Call options by funds: $372K | Put options by funds: $279K

5% more funds holding

Funds holding: 298312 (+14)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.76% less ownership

Funds ownership: 53.79%50.03% (-3.8%)

14% less capital invested

Capital invested by funds: $2.12B → $1.81B (-$302M)

15% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 105

Holders
312
Holders Change
+14
Holders Change %
+4.7%
% of All Funds
6.3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
50
Increased
89
Reduced
105
Closed
35
Calls
$372K
Puts
$279K
Net Calls
+$93K
Net Calls Change
+$69K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$364M -$27.9M -794,479 -7%
BlackRock
2
BlackRock
New York
$308M -$11.5M -326,568 -3%
Wells Fargo
3
Wells Fargo
California
$101M -$8.93M -254,655 -8%
State Street
4
State Street
Massachusetts
$93.9M -$7.12M -203,065 -7%
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$63.4M -$3.21M -91,642 -5%
First Trust Advisors
6
First Trust Advisors
Illinois
$61M +$16.3M +464,909 +34%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$52.7M +$1.09M +31,021 +2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$43.1M -$1.25M -35,622 -3%
Norges Bank
9
Norges Bank
Norway
$39.3M -$1.79M -51,060 -4%
Northern Trust
10
Northern Trust
Illinois
$38.2M -$5.12M -145,911 -11%
GF
11
Gabelli Funds
New York
$34.8M +$771K +22,000 +2%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$33.9M -$1.29M -36,928 -3%
Charles Schwab
13
Charles Schwab
California
$33.8M -$296K -8,432 -0.8%
Invesco
14
Invesco
Georgia
$28.1M -$9.23M -263,333 -24%
PPA
15
Parametric Portfolio Associates
Washington
$19.4M +$8.93M +254,689 +78%
JP Morgan Chase
16
JP Morgan Chase
New York
$18.4M +$4.79M +136,466 +32%
Legal & General Group
17
Legal & General Group
United Kingdom
$18.1M +$905K +25,816 +5%
AQR Capital Management
18
AQR Capital Management
Connecticut
$17.3M +$6.78M +193,295 +58%
MAM
19
Martingale Asset Management
Massachusetts
$17.2M +$453K +12,926 +3%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$14.5M +$33.3K +949 +0.2%
Russell Investments Group
21
Russell Investments Group
United Kingdom
$13.9M +$1.61M +46,012 +12%
Renaissance Technologies
22
Renaissance Technologies
New York
$12.3M +$1.74M +49,497 +15%
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$12M +$608K +17,326 +5%
Goldman Sachs
24
Goldman Sachs
New York
$11.3M -$917K -26,148 -7%
BTW
25
Boston Trust Walden
Massachusetts
$10.9M +$481K +13,718 +4%

HE Hedge Fund Activity: Q3 2020 in Review

312 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q3 2020, worth a combined $1.81B — down 14% from $2.12B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new HE positions and 35 closed out — a net gain of 15 holders — while 89 added to existing stakes and 105 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $16.3M. The largest seller was ValueAct Holdings, exiting entirely with an estimated $117M sold.

  • 312 institutional investors held Hawaiian Electric Industries (HE) as of Q3 2020, up from 298 in Q2 2020.
  • Funds reported $1.81B of Hawaiian Electric Industries stock for Q3 2020, down 14% quarter-over-quarter.
  • 50 funds opened new Hawaiian Electric Industries positions in Q3 2020 and 35 closed out, a net change of +15 holders.
  • The largest Hawaiian Electric Industries buyer in Q3 2020 was First Trust Advisors, an estimated $16.3M added.
  • The largest Hawaiian Electric Industries seller in Q3 2020 was ValueAct Holdings, an estimated $117M sold.

Based on aggregated 13F filings for Q3 2020.