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Hawaiian Electric Industries

329 hedge funds and large institutions have $2.27B invested in Hawaiian Electric Industries in 2023 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 100 increasing their positions, 118 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

403% more call options, than puts

Call options by funds: $906K | Put options by funds: $180K

31% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 32

2% more funds holding

Funds holding: 323329 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.91% less ownership

Funds ownership: 54.9%53.98% (-0.91%)

8% less capital invested

Capital invested by funds: $2.46B → $2.27B (-$195M)

15% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 118

Holders
329
Holders Change
+6
Holders Change %
+1.86%
% of All Funds
5.24%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
42
Increased
100
Reduced
118
Closed
32
Calls
$906K
Puts
$180K
Net Calls
+$726K
Net Calls Change
-$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$490M +$6.02M +148,674 +1%
BlackRock
2
BlackRock
New York
$397M +$5.6M +138,229 +1%
Nordea Investment Management
3
Nordea Investment Management
Sweden
$157M -$1.45M -35,896 -0.9%
State Street
4
State Street
Massachusetts
$145M -$3.03M -74,780 -2%
First Trust Advisors
5
First Trust Advisors
Illinois
$80.4M +$2.45M +60,418 +3%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$62.5M +$1.19M +29,485 +2%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$61.4M -$1.22M -30,170 -2%
Northern Trust
8
Northern Trust
Illinois
$54M +$11.1M +274,641 +24%
Charles Schwab
9
Charles Schwab
California
$52.4M +$446K +10,997 +0.8%
Allspring Global Investments
10
Allspring Global Investments
North Carolina
$49.2M -$681K -16,793 -1%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$48.1M +$146K +3,597 +0.3%
GF
12
Gabelli Funds
New York
$40.1M
Norges Bank
13
Norges Bank
Norway
$29.9M -$705K -17,406 -2%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$27.9M -$1.14M -28,015 -4%
JP Morgan Chase
15
JP Morgan Chase
New York
$26.3M +$3.16M +77,886 +13%
Invesco
16
Invesco
Georgia
$24.6M -$7.83M -193,226 -23%
Morgan Stanley
17
Morgan Stanley
New York
$22.1M -$221K -5,452 -0.9%
Legal & General Group
18
Legal & General Group
United Kingdom
$20.6M +$140K +3,453 +0.6%
MAM
19
Martingale Asset Management
Massachusetts
$19.3M -$201K -4,952 -1%
Amundi
20
Amundi
France
$18M +$435K +10,723 +2%
Principal Financial Group
21
Principal Financial Group
Iowa
$17.8M +$198K +4,877 +1%
RhumbLine Advisers
22
RhumbLine Advisers
Massachusetts
$15.2M -$13.9K -344 -0.1%
Renaissance Technologies
23
Renaissance Technologies
New York
$12.9M +$5.31M +131,000 +64%
PPL
24
PATRIZIA Pty Ltd
Australia
$11.7M +$1.19M +29,354 +11%
UBS AM
25
UBS AM
Illinois
$11M +$92.6K +2,285 +0.8%

HE Hedge Fund Activity: Q1 2023 in Review

329 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q1 2023, worth a combined $2.27B — down 7.9% from $2.46B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new HE positions and 32 closed out — a net gain of 10 holders — while 100 added to existing stakes and 118 trimmed.

The largest buyer was Northern Trust, adding an estimated $11.1M. The largest seller was Balyasny Asset Management, cutting an estimated $30M.

  • 329 institutional investors held Hawaiian Electric Industries (HE) as of Q1 2023, up from 323 in Q4 2022.
  • Funds reported $2.27B of Hawaiian Electric Industries stock for Q1 2023, down 7.9% quarter-over-quarter.
  • 42 funds opened new Hawaiian Electric Industries positions in Q1 2023 and 32 closed out, a net change of +10 holders.
  • The largest Hawaiian Electric Industries buyer in Q1 2023 was Northern Trust, an estimated $11.1M added.
  • The largest Hawaiian Electric Industries seller in Q1 2023 was Balyasny Asset Management, an estimated $30M sold.

Based on aggregated 13F filings for Q1 2023.