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Hawaiian Electric Industries

326 hedge funds and large institutions have $2.04B invested in Hawaiian Electric Industries in 2022 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 113 increasing their positions, 109 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

19,160% more call options, than puts

Call options by funds: $1.93M | Put options by funds: $10K

4% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 109

0.3% more ownership

Funds ownership: 53.27%53.57% (+0.3%)

3% less funds holding

Funds holding: 336326 (-10)

15% less capital invested

Capital invested by funds: $2.38B → $2.04B (-$348M)

20% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 41

Holders
326
Holders Change
-10
Holders Change %
-2.98%
% of All Funds
5.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
113
Reduced
109
Closed
41
Calls
$1.93M
Puts
$10K
Net Calls
+$1.92M
Net Calls Change
+$1.23M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$416M +$9.86M +245,066 +2%
BlackRock
2
BlackRock
New York
$338M +$93.9K +2,333 +0%
Nordea Investment Management
3
Nordea Investment Management
Sweden
$149M +$585K +14,535 +0.3%
State Street
4
State Street
Massachusetts
$131M +$1.29M +31,995 +0.9%
First Trust Advisors
5
First Trust Advisors
Illinois
$68.6M +$2.13M +52,947 +3%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$54.2M -$532K -13,208 -0.8%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$52.7M +$249K +6,176 +0.4%
Charles Schwab
8
Charles Schwab
California
$46.1M +$3.23M +80,261 +6%
Allspring Global Investments
9
Allspring Global Investments
North Carolina
$45.2M -$9.57M -237,699 -15%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$42.8M +$1.43M +35,637 +3%
GF
11
Gabelli Funds
New York
$36.3M
Northern Trust
12
Northern Trust
Illinois
$30.2M +$1.9M +47,288 +6%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$25.9M +$2.43M +60,361 +9%
Invesco
14
Invesco
Georgia
$23.5M -$7.74M -192,368 -22%
JP Morgan Chase
15
JP Morgan Chase
New York
$23.5M +$304K +7,562 +1%
Norges Bank
16
Norges Bank
Norway
$22.3M -$3.53M -87,794 -12%
MAM
17
Martingale Asset Management
Massachusetts
$18.3M +$89.2K +2,215 +0.4%
Morgan Stanley
18
Morgan Stanley
New York
$18.2M -$11.7M -289,498 -36%
Legal & General Group
19
Legal & General Group
United Kingdom
$17.8M +$412K +10,242 +2%
Amundi
20
Amundi
France
$17.2M +$19.5M +485,486 New
Principal Financial Group
21
Principal Financial Group
Iowa
$15.8M -$60.2K -1,495 -0.3%
Renaissance Technologies
22
Renaissance Technologies
New York
$14.9M +$1.14M +28,400 +7%
AQR Capital Management
23
AQR Capital Management
Connecticut
$14.6M -$1.4M -34,791 -8%
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$13.2M +$797K +19,788 +5%
Mirae Asset Global Investments
25
Mirae Asset Global Investments
South Korea
$12.5M -$735K -18,252 -5%

HE Hedge Fund Activity: Q3 2022 in Review

326 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q3 2022, worth a combined $2.04B — down 15% from $2.38B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of HE and 33 opened new positions — a net loss of 8 holders — while 109 trimmed existing stakes and 113 added.

The largest buyer was Amundi, opening a new position worth an estimated $19.5M. The largest seller was Morgan Stanley, cutting an estimated $11.7M.

  • 326 institutional investors held Hawaiian Electric Industries (HE) as of Q3 2022, down from 336 in Q2 2022.
  • Funds reported $2.04B of Hawaiian Electric Industries stock for Q3 2022, down 15% quarter-over-quarter.
  • 33 funds opened new Hawaiian Electric Industries positions in Q3 2022 and 41 closed out, a net change of -8 holders.
  • The largest Hawaiian Electric Industries buyer in Q3 2022 was Amundi, an estimated $19.5M added.
  • The largest Hawaiian Electric Industries seller in Q3 2022 was Morgan Stanley, an estimated $11.7M sold.

Based on aggregated 13F filings for Q3 2022.