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Hawaiian Electric Industries

320 hedge funds and large institutions have $1.99B invested in Hawaiian Electric Industries in 2020 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 89 increasing their positions, 117 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 36

31% more call options, than puts

Call options by funds: $254K | Put options by funds: $194K

10% more capital invested

Capital invested by funds: $1.81B → $1.99B (+$173M)

3% more funds holding

Funds holding: 312320 (+8)

1.59% more ownership

Funds ownership: 50.03%51.62% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

24% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 117

Holders
320
Holders Change
+8
Holders Change %
+2.56%
% of All Funds
5.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
48
Increased
89
Reduced
117
Closed
36
Calls
$254K
Puts
$194K
Net Calls
+$60K
Net Calls Change
-$33K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$395M +$7.54M +213,281 +2%
BlackRock
2
BlackRock
New York
$327M -$1.52M -43,109 -0.5%
ICP
3
Inclusive Capital Partners
California
$115M +$115M +3,246,668 New
Wells Fargo
4
Wells Fargo
California
$109M +$1.76M +49,651 +2%
State Street
5
State Street
Massachusetts
$99.1M -$837K -23,657 -0.8%
First Trust Advisors
6
First Trust Advisors
Illinois
$62.8M -$2.13M -60,145 -3%
Acadian Asset Management
7
Acadian Asset Management
Massachusetts
$61.7M -$5.83M -164,832 -9%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$59.5M +$3.38M +95,429 +6%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$55.1M +$9.2M +260,167 +20%
Northern Trust
10
Northern Trust
Illinois
$39.8M -$955K -26,993 -2%
GF
11
Gabelli Funds
New York
$37.1M +$35.4K +1,000 +0.1%
Charles Schwab
12
Charles Schwab
California
$36.8M +$777K +21,980 +2%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$35.8M -$326K -9,229 -0.9%
Norges Bank
14
Norges Bank
Norway
$30.8M -$11.1M -313,130 -26%
Invesco
15
Invesco
Georgia
$26.6M -$3.37M -95,200 -11%
PPA
16
Parametric Portfolio Associates
Washington
$21.8M +$1.21M +34,326 +6%
MAM
17
Martingale Asset Management
Massachusetts
$20.4M +$2.1M +59,324 +11%
JP Morgan Chase
18
JP Morgan Chase
New York
$19.9M +$206K +5,838 +1%
Legal & General Group
19
Legal & General Group
United Kingdom
$19.3M +$85.1K +2,405 +0.4%
AQR Capital Management
20
AQR Capital Management
Connecticut
$19.2M +$741K +20,958 +4%
Russell Investments Group
21
Russell Investments Group
United Kingdom
$14.6M -$177K -5,009 -1%
Goldman Sachs
22
Goldman Sachs
New York
$13.7M +$1.71M +48,307 +14%
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$13.1M +$385K +10,889 +3%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$12.6M -$2.8M -79,239 -18%
Principal Financial Group
25
Principal Financial Group
Iowa
$11.4M -$36.5K -1,033 -0.3%

HE Hedge Fund Activity: Q4 2020 in Review

320 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q4 2020, worth a combined $1.99B — up 9.5% from $1.81B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new HE positions and 36 closed out — a net gain of 12 holders — while 89 added to existing stakes and 117 trimmed.

The largest buyer was Geode Capital Management, adding an estimated $9.2M. The largest seller was Norges Bank, cutting an estimated $11.1M.

  • 320 institutional investors held Hawaiian Electric Industries (HE) as of Q4 2020, up from 312 in Q3 2020.
  • Funds reported $1.99B of Hawaiian Electric Industries stock for Q4 2020, up 9.5% quarter-over-quarter.
  • 48 funds opened new Hawaiian Electric Industries positions in Q4 2020 and 36 closed out, a net change of +12 holders.
  • The largest Hawaiian Electric Industries buyer in Q4 2020 was Geode Capital Management, an estimated $9.2M added.
  • The largest Hawaiian Electric Industries seller in Q4 2020 was Norges Bank, an estimated $11.1M sold.

Based on aggregated 13F filings for Q4 2020.