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Hawaiian Electric Industries

275 hedge funds and large institutions have $793M invested in Hawaiian Electric Industries in 2023 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 89 increasing their positions, 82 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.31% more ownership

Funds ownership: 54.4%58.71% (+4.3%)

9% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 82

14% less funds holding

Funds holding: 321275 (-46)

37% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 118

63% less capital invested

Capital invested by funds: $2.16B → $793M (-$1.37B)

66% less call options, than puts

Call options by funds: $49.4M | Put options by funds: $145M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
275
Holders Change
-46
Holders Change %
-14.33%
% of All Funds
4.36%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
74
Increased
89
Reduced
82
Closed
118
Calls
$49.4M
Puts
$145M
Net Calls
-$95.4M
Net Calls Change
-$96.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$135M -$42.8M -1,759,480 -14%
AQR Capital Management
2
AQR Capital Management
Connecticut
$75.3M +$139M +5,730,428 +1,471%
BlackRock
3
BlackRock
New York
$74.3M -$103M -4,215,751 -41%
State Street
4
State Street
Massachusetts
$30.3M -$31.5M -1,295,520 -34%
Two Sigma Investments
5
Two Sigma Investments
New York
$28.5M +$56.4M +2,317,475 New
Morgan Stanley
6
Morgan Stanley
New York
$27.2M +$38M +1,561,737 +240%
Two Sigma Advisers
7
Two Sigma Advisers
New York
$25.1M +$49.6M +2,040,500 New
Millennium Management
8
Millennium Management
New York
$21.8M +$35.7M +1,467,753 +484%
Pacer Advisors
9
Pacer Advisors
Pennsylvania
$21.4M +$41.9M +1,721,368 +8,965%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$21.3M +$240K +9,859 +0.6%
JP Morgan Chase
11
JP Morgan Chase
New York
$19M +$21M +863,167 +126%
Charles Schwab
12
Charles Schwab
California
$16.4M -$1.18M -48,460 -4%
Goldman Sachs
13
Goldman Sachs
New York
$16.1M +$27.7M +1,139,031 +663%
JAM
14
Jupiter Asset Management
United Kingdom
$14.9M +$25.4M +1,044,978 +636%
Northern Trust
15
Northern Trust
Illinois
$14.8M -$584K -23,990 -2%
Qube Research & Technologies (QRT)
16
Qube Research & Technologies (QRT)
United Kingdom
$14.7M +$28.6M +1,175,719 +7,788%
QOP
17
Quinn Opportunity Partners
Virginia
$14.4M +$28.5M +1,171,196 New
Renaissance Technologies
18
Renaissance Technologies
New York
$13.4M +$19.6M +806,100 +282%
GF
19
Gabelli Funds
New York
$12.5M -$620K -25,500 -2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$10.1M -$18.4M -756,038 -48%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$9.08M +$17.7M +725,698 +6,165%
Norges Bank
22
Norges Bank
Norway
$7.78M -$4.42M -181,836 -22%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$7.37M -$16.7M -686,968 -53%
Jane Street
24
Jane Street
New York
$7.04M +$12.7M +522,619 +1,057%
CCP
25
Clough Capital Partners
Massachusetts
$6.18M +$12.2M +501,700 New

HE Hedge Fund Activity: Q3 2023 in Review

275 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q3 2023, worth a combined $793M — down 63% from $2.16B a quarter earlier.

Sellers outnumbered buyers: 118 funds closed out of HE and 74 opened new positions — a net loss of 44 holders — while 82 trimmed existing stakes and 89 added.

The largest buyer was AQR Capital Management, adding an estimated $139M. The largest seller was Nordea Investment Management, exiting entirely with an estimated $145M sold.

  • 275 institutional investors held Hawaiian Electric Industries (HE) as of Q3 2023, down from 321 in Q2 2023.
  • Funds reported $793M of Hawaiian Electric Industries stock for Q3 2023, down 63% quarter-over-quarter.
  • 74 funds opened new Hawaiian Electric Industries positions in Q3 2023 and 118 closed out, a net change of -44 holders.
  • The largest Hawaiian Electric Industries buyer in Q3 2023 was AQR Capital Management, an estimated $139M added.
  • The largest Hawaiian Electric Industries seller in Q3 2023 was Nordea Investment Management, an estimated $145M sold.

Based on aggregated 13F filings for Q3 2023.