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Hawaiian Electric Industries

297 hedge funds and large institutions have $730M invested in Hawaiian Electric Industries in 2024 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 89 increasing their positions, 101 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 43

2% more funds holding

Funds holding: 291297 (+6)

3% more call options, than puts

Call options by funds: $26.5M | Put options by funds: $25.7M

5.52% less ownership

Funds ownership: 64.11%58.59% (-5.5%)

12% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 101

27% less capital invested

Capital invested by funds: $1B → $730M (-$272M)

Holders
297
Holders Change
+6
Holders Change %
+2.06%
% of All Funds
4.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
51
Increased
89
Reduced
101
Closed
43
Calls
$26.5M
Puts
$25.7M
Net Calls
+$808K
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$125M +$2.04M +160,815 +1%
BlackRock
2
BlackRock
New York
$75.6M +$6.03M +474,510 +8%
AQR Capital Management
3
AQR Capital Management
Connecticut
$48.1M -$3.82M -300,200 -6%
Morgan Stanley
4
Morgan Stanley
New York
$46.5M -$65M -5,111,749 -55%
Two Sigma Investments
5
Two Sigma Investments
New York
$26.1M +$2.08M +163,677 +8%
State Street
6
State Street
Massachusetts
$25.8M -$2.19M -172,069 -7%
Two Sigma Advisers
7
Two Sigma Advisers
New York
$23.4M +$956K +75,200 +4%
Charles Schwab
8
Charles Schwab
California
$22M +$4.22M +332,078 +20%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$19.3M +$415K +32,670 +2%
JP Morgan Chase
10
JP Morgan Chase
New York
$18.5M +$5.3M +417,189 +34%
Assenagon Asset Management
11
Assenagon Asset Management
Luxembourg
$16.6M +$1.72M +135,102 +10%
Qube Research & Technologies (QRT)
12
Qube Research & Technologies (QRT)
United Kingdom
$16.4M +$12.2M +960,583 +195%
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$14.8M +$3.78M +297,712 +29%
Millennium Management
14
Millennium Management
New York
$12.4M -$6.98M -548,912 -33%
First Trust Advisors
15
First Trust Advisors
Illinois
$12.2M -$1.73M -135,859 -11%
GF
16
Gabelli Funds
New York
$10.1M -$283K -22,300 -2%
Voloridge Investment Management
17
Voloridge Investment Management
Florida
$10M +$11.3M +888,709 New
Goldman Sachs
18
Goldman Sachs
New York
$8.9M -$4.4M -346,116 -30%
CSS
19
Cubist Systematic Strategies
Connecticut
$8.39M +$8.35M +656,711 +751%
Invesco
20
Invesco
Georgia
$7.13M +$996K +78,352 +14%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$7.1M -$16.1M -1,263,214 -67%
Jane Street
22
Jane Street
New York
$6.54M -$1.98M -155,759 -21%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$6.27M -$390K -30,701 -5%
State Board of Administration of Florida Retirement System
24
State Board of Administration of Florida Retirement System
Florida
$6.02M +$309K +24,328 +18%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$5.84M -$492K -38,708 -7%

HE Hedge Fund Activity: Q1 2024 in Review

297 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q1 2024, worth a combined $730M — down 27% from $1B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new HE positions and 43 closed out — a net gain of 8 holders — while 89 added to existing stakes and 101 trimmed.

The largest buyer was Qube Research & Technologies (QRT), adding an estimated $12.2M. The largest seller was Morgan Stanley, cutting an estimated $65M.

  • 297 institutional investors held Hawaiian Electric Industries (HE) as of Q1 2024, up from 291 in Q4 2023.
  • Funds reported $730M of Hawaiian Electric Industries stock for Q1 2024, down 27% quarter-over-quarter.
  • 51 funds opened new Hawaiian Electric Industries positions in Q1 2024 and 43 closed out, a net change of +8 holders.
  • The largest Hawaiian Electric Industries buyer in Q1 2024 was Qube Research & Technologies (QRT), an estimated $12.2M added.
  • The largest Hawaiian Electric Industries seller in Q1 2024 was Morgan Stanley, an estimated $65M sold.

Based on aggregated 13F filings for Q1 2024.