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Hawaiian Electric Industries

277 hedge funds and large institutions have $642M invested in Hawaiian Electric Industries in 2024 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 105 increasing their positions, 76 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 76

5.8% more ownership

Funds ownership: 58.59%64.39% (+5.8%)

7% less funds holding

Funds holding: 297277 (-20)

12% less capital invested

Capital invested by funds: $730M → $642M (-$87.6M)

26% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 54

43% less call options, than puts

Call options by funds: $11.6M | Put options by funds: $20.3M

Holders
277
Holders Change
-20
Holders Change %
-6.73%
% of All Funds
4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
40
Increased
105
Reduced
76
Closed
54
Calls
$11.6M
Puts
$20.3M
Net Calls
-$8.68M
Net Calls Change
-$9.48M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$103M +$4.27M +410,640 +4%
BlackRock
2
BlackRock
New York
$101M +$46.8M +4,506,495 +67%
AQR Capital Management
3
AQR Capital Management
Connecticut
$60.3M +$24M +2,312,950 +53%
State Street
4
State Street
Massachusetts
$25.4M +$5.43M +522,550 +23%
Morgan Stanley
5
Morgan Stanley
New York
$24M -$15.2M -1,460,174 -35%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$22.9M +$8.64M +831,617 +49%
Charles Schwab
7
Charles Schwab
California
$22.6M +$5.75M +553,278 +28%
Two Sigma Investments
8
Two Sigma Investments
New York
$21.1M +$243K +23,422 +1%
Two Sigma Advisers
9
Two Sigma Advisers
New York
$19.3M +$745K +71,700 +3%
Qube Research & Technologies (QRT)
10
Qube Research & Technologies (QRT)
United Kingdom
$19.1M +$6.97M +670,343 +46%
Millennium Management
11
Millennium Management
New York
$16.9M +$8.01M +770,973 +70%
Voloridge Investment Management
12
Voloridge Investment Management
Florida
$13.1M +$5.8M +558,129 +63%
JP Morgan Chase
13
JP Morgan Chase
New York
$11.4M -$3.88M -373,836 -23%
First Trust Advisors
14
First Trust Advisors
Illinois
$11.4M +$1.88M +181,367 +17%
TI
15
Trexquant Investment
Connecticut
$8.68M +$6.72M +646,787 +205%
Goldman Sachs
16
Goldman Sachs
New York
$7.82M +$803K +77,304 +10%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$5.76M +$1.25M +120,208 +23%
GF
18
Gabelli Funds
New York
$4.66M -$3.96M -381,500 -42%
Northern Trust
19
Northern Trust
Illinois
$4.56M +$99.3K +9,559 +2%
Capital Fund Management (CFM)
20
Capital Fund Management (CFM)
France
$3.95M +$1.21M +116,082 +36%
QOP
21
Quinn Opportunity Partners
Virginia
$3.87M -$558K -53,744 -11%
APF
22
Alaska Permanent Fund
Alaska
$3.84M +$983K +94,571 +69%
Assenagon Asset Management
23
Assenagon Asset Management
Luxembourg
$3.71M -$11.1M -1,064,252 -72%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$3.66M -$1.57M -151,043 -27%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$3.51M -$9.58M -922,251 -70%

HE Hedge Fund Activity: Q2 2024 in Review

277 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q2 2024, worth a combined $642M — down 12% from $730M a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of HE and 40 opened new positions — a net loss of 14 holders — while 76 trimmed existing stakes and 105 added.

The largest buyer was BlackRock, adding an estimated $46.8M. The largest seller was Morgan Stanley, cutting an estimated $15.2M.

  • 277 institutional investors held Hawaiian Electric Industries (HE) as of Q2 2024, down from 297 in Q1 2024.
  • Funds reported $642M of Hawaiian Electric Industries stock for Q2 2024, down 12% quarter-over-quarter.
  • 40 funds opened new Hawaiian Electric Industries positions in Q2 2024 and 54 closed out, a net change of -14 holders.
  • The largest Hawaiian Electric Industries buyer in Q2 2024 was BlackRock, an estimated $46.8M added.
  • The largest Hawaiian Electric Industries seller in Q2 2024 was Morgan Stanley, an estimated $15.2M sold.

Based on aggregated 13F filings for Q2 2024.