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Hawaiian Electric Industries
HE

321 hedge funds and large institutions have $2.16B invested in Hawaiian Electric Industries in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 103 increasing their positions, 118 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

777% more call options, than puts

Call options by funds: $886K | Put options by funds: $101K

0.42% more ownership

Funds ownership: 53.98% → 54.4% (+0.42%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less capital invested

Capital invested by funds: $2.27B → $2.16B (-$111M)

2% less funds holding

Funds holding: 329 → 321 (-8)

13% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 118

21% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 33

Holders
321
Holders Change
-8
Holders Change %
-2.43%
% of All Funds
5.04%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
26
Increased
103
Reduced
118
Closed
33
Calls
$886K
Puts
$101K
Net Calls
+$785K
Net Calls Change
+$59K

Top Buyers

1
Millennium Management
Millennium Management
New York
+$9.99M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$6.84M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
+$5.25M
4
First Trust Advisors
First Trust Advisors
Illinois
+$4.04M
5
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
+$3.68M

Top Sellers

1
CSS
Cubist Systematic Strategies
Connecticut
-$9.02M
2
Northern Trust
Northern Trust
Illinois
-$6.73M
3
Citigroup
Citigroup
New York
-$5.12M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$4.69M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$4.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$459M -$2.96M -78,726 -0.6%
BlackRock
2
BlackRock
New York
$371M -$3.63M -96,362 -0.9%
Nordea Investment Management
3
Nordea Investment Management
Sweden
$145M -$4.69M -124,705 -3%
State Street
4
State Street
Massachusetts
$136M -$1.11M -29,477 -0.8%
First Trust Advisors
5
First Trust Advisors
Illinois
$79.7M +$4.04M +107,412 +5%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$62.2M +$3.35M +88,872 +5%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$57.1M -$845K -22,436 -1%
Allspring Global Investments
8
Allspring Global Investments
North Carolina
$51.4M +$5.25M +139,330 +11%
Charles Schwab
9
Charles Schwab
California
$50.1M +$695K +18,453 +1%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$46.5M +$1.25M +33,202 +3%
Northern Trust
11
Northern Trust
Illinois
$44.4M -$6.73M -178,893 -13%
GF
12
Gabelli Funds
New York
$37.8M – – –
Norges Bank
13
Norges Bank
Norway
$29.5M +$1.29M +34,214 +4%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$28.4M +$2.14M +56,758 +8%
JP Morgan Chase
15
JP Morgan Chase
New York
$24.8M -$64K -1,700 -0.2%
Morgan Stanley
16
Morgan Stanley
New York
$23.5M +$2.77M +73,528 +13%
Invesco
17
Invesco
Georgia
$22M -$1.31M -34,774 -5%
Legal & General Group
18
Legal & General Group
United Kingdom
$20M +$687K +18,250 +3%
MAM
19
Martingale Asset Management
Massachusetts
$17.4M -$823K -21,851 -4%
Principal Financial Group
20
Principal Financial Group
Iowa
$15.8M -$1.02M -27,026 -6%
Amundi
21
Amundi
France
$14.7M -$2.34M -62,239 -13%
RhumbLine Advisers
22
RhumbLine Advisers
Massachusetts
$14.5M +$247K +6,566 +2%
AQR Capital Management
23
AQR Capital Management
Connecticut
$14.1M +$6.84M +181,692 +87%
APF
24
Alaska Permanent Fund
Alaska
$12M +$12.5M +332,677 New
Millennium Management
25
Millennium Management
New York
$11M +$9.99M +265,443 +701%
1
2 3 4 5

HE Hedge Fund Activity: Q2 2023 in Review

321 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q2 2023, worth a combined $2.16B — down 4.9% from $2.27B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of HE and 26 opened new positions — a net loss of 7 holders — while 118 trimmed existing stakes and 103 added.

The largest buyer was Millennium Management, adding an estimated $9.99M. The largest seller was Cubist Systematic Strategies, exiting entirely with an estimated $9.02M sold.

  • 321 institutional investors held Hawaiian Electric Industries (HE) as of Q2 2023, down from 329 in Q1 2023.
  • Funds reported $2.16B of Hawaiian Electric Industries stock for Q2 2023, down 4.9% quarter-over-quarter.
  • 26 funds opened new Hawaiian Electric Industries positions in Q2 2023 and 33 closed out, a net change of -7 holders.
  • The largest Hawaiian Electric Industries buyer in Q2 2023 was Millennium Management, an estimated $9.99M added.
  • The largest Hawaiian Electric Industries seller in Q2 2023 was Cubist Systematic Strategies, an estimated $9.02M sold.

Based on aggregated 13F filings for Q2 2023.