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Hawaiian Electric Industries

323 hedge funds and large institutions have $2.46B invested in Hawaiian Electric Industries in 2022 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 121 increasing their positions, 93 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,402% more call options, than puts

Call options by funds: $1.89M | Put options by funds: $54K

30% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 93

21% more capital invested

Capital invested by funds: $2.04B → $2.46B (+$428M)

1.33% more ownership

Funds ownership: 53.57%54.9% (+1.3%)

5% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 39

1% less funds holding

Funds holding: 326323 (-3)

Holders
323
Holders Change
-3
Holders Change %
-0.92%
% of All Funds
5.19%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
41
Increased
121
Reduced
93
Closed
39
Calls
$1.89M
Puts
$54K
Net Calls
+$1.84M
Net Calls Change
-$79K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$528M +$23.2M +601,314 +5%
BlackRock
2
BlackRock
New York
$427M +$17.8M +461,069 +5%
Nordea Investment Management
3
Nordea Investment Management
Sweden
$175M -$1.55M -40,179 -1%
State Street
4
State Street
Massachusetts
$162M +$3.6M +93,291 +2%
First Trust Advisors
5
First Trust Advisors
Illinois
$85.2M +$2.13M +55,120 +3%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$68.2M +$2.55M +66,034 +4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$66.9M +$2.97M +76,860 +5%
Charles Schwab
8
Charles Schwab
California
$56.7M +$917K +23,756 +2%
Allspring Global Investments
9
Allspring Global Investments
North Carolina
$54.3M -$207K -5,357 -0.4%
Northern Trust
10
Northern Trust
Illinois
$47.3M +$9.99M +258,754 +30%
GF
11
Gabelli Funds
New York
$43.7M -$77.2K -2,000 -0.2%
Invesco
12
Invesco
Georgia
$34.9M +$6M +155,447 +23%
Balyasny Asset Management
13
Balyasny Asset Management
Illinois
$34.1M +$22.9M +593,105 +267%
Norges Bank
14
Norges Bank
Norway
$33.4M +$5.88M +152,360 +24%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$31.6M +$235K +6,078 +0.8%
JP Morgan Chase
16
JP Morgan Chase
New York
$25.4M -$2.66M -68,944 -10%
Morgan Stanley
17
Morgan Stanley
New York
$24.3M +$2.16M +56,070 +11%
Legal & General Group
18
Legal & General Group
United Kingdom
$22.3M +$694K +17,988 +4%
MAM
19
Martingale Asset Management
Massachusetts
$21.3M -$790K -20,478 -4%
Principal Financial Group
20
Principal Financial Group
Iowa
$19.2M +$97K +2,513 +0.6%
Amundi
21
Amundi
France
$19.2M -$1.22M -31,531 -6%
RhumbLine Advisers
22
RhumbLine Advisers
Massachusetts
$16.5M +$541K +14,012 +4%
Mirae Asset Global Investments
23
Mirae Asset Global Investments
South Korea
$15.8M +$578K +14,974 +4%
AQR Capital Management
24
AQR Capital Management
Connecticut
$15.3M -$2.15M -55,765 -13%
Goldman Sachs
25
Goldman Sachs
New York
$13.6M -$981K -25,420 -7%

HE Hedge Fund Activity: Q4 2022 in Review

323 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q4 2022, worth a combined $2.46B — up 21% from $2.04B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new HE positions and 39 closed out — a net gain of 2 holders — while 121 added to existing stakes and 93 trimmed.

The largest buyer was Vanguard Group, adding an estimated $23.2M. The largest seller was PineBridge Investments, exiting entirely with an estimated $9.51M sold.

  • 323 institutional investors held Hawaiian Electric Industries (HE) as of Q4 2022, down from 326 in Q3 2022.
  • Funds reported $2.46B of Hawaiian Electric Industries stock for Q4 2022, up 21% quarter-over-quarter.
  • 41 funds opened new Hawaiian Electric Industries positions in Q4 2022 and 39 closed out, a net change of +2 holders.
  • The largest Hawaiian Electric Industries buyer in Q4 2022 was Vanguard Group, an estimated $23.2M added.
  • The largest Hawaiian Electric Industries seller in Q4 2022 was PineBridge Investments, an estimated $9.51M sold.

Based on aggregated 13F filings for Q4 2022.