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Hawaiian Electric Industries

291 hedge funds and large institutions have $1.15B invested in Hawaiian Electric Industries in 2024 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 92 increasing their positions, 77 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more capital invested

Capital invested by funds: $642M → $1.15B (+$506M)

32% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 53

19% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 77

7.79% more ownership

Funds ownership: 64.39%72.18% (+7.8%)

5% more funds holding

Funds holding: 277291 (+14)

25% less call options, than puts

Call options by funds: $26.6M | Put options by funds: $35.5M

Holders
291
Holders Change
+14
Holders Change %
+5.05%
% of All Funds
4.18%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.04%
New
70
Increased
92
Reduced
77
Closed
53
Calls
$26.6M
Puts
$35.5M
Net Calls
-$8.86M
Net Calls Change
-$180K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$166M +$70M +5,649,935 +49%
ZP
2
Zimmer Partners
New York
$145M +$186M +15,000,000 New
BlackRock
3
BlackRock
New York
$142M +$43.3M +3,496,479 +31%
GCM
4
Ghisallo Capital Management
Massachusetts
$55.1M +$70.6M +5,695,561 New
Fidelity Investments
5
Fidelity Investments
Massachusetts
$51.7M +$65.4M +5,274,633 +7,986%
Citadel Advisors
6
Citadel Advisors
Florida
$49.2M +$61M +4,923,377 +3,009%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$36.7M +$15.5M +1,253,143 +49%
State Street
8
State Street
Massachusetts
$32.6M +$6.9M +556,747 +20%
Charles Schwab
9
Charles Schwab
California
$29.2M +$6.38M +514,989 +21%
Adage Capital Partners
10
Adage Capital Partners
Massachusetts
$29M +$37.2M +3,000,000 New
Marshall Wace
11
Marshall Wace
United Kingdom
$28.1M +$32.1M +2,592,584 +828%
NM
12
Newtyn Management
New York
$27.9M +$35.7M +2,882,512 New
Franklin Resources
13
Franklin Resources
California
$27.5M +$29.3M +2,362,863 +657%
Alyeska Investment Group
14
Alyeska Investment Group
Illinois
$22.9M +$29.3M +2,360,825 New
Morgan Stanley
15
Morgan Stanley
New York
$19.4M -$8.24M -664,757 -25%
Voloridge Investment Management
16
Voloridge Investment Management
Florida
$18.9M +$6.31M +509,475 +35%
TP
17
Third Point
New York
$14.9M +$19M +1,535,000 New
Goldman Sachs
18
Goldman Sachs
New York
$14.2M +$7.44M +600,706 +69%
Northern Trust
19
Northern Trust
Illinois
$13.7M +$11.3M +913,656 +181%
EGA
20
Eagle Global Advisors
Texas
$9.98M +$12.8M +1,030,620 New
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$8.96M +$6.45M +520,275 +128%
Millennium Management
22
Millennium Management
New York
$8.17M -$12.7M -1,026,082 -55%
Two Sigma Investments
23
Two Sigma Investments
New York
$7.45M -$19.5M -1,570,579 -67%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$7.09M -$17.5M -1,412,300 -66%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$6.34M +$214K +17,280 +3%

HE Hedge Fund Activity: Q3 2024 in Review

291 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q3 2024, worth a combined $1.15B — up 79% from $642M a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new HE positions and 53 closed out — a net gain of 17 holders — while 92 added to existing stakes and 77 trimmed.

The largest buyer was Zimmer Partners, opening a new position worth an estimated $186M. The largest seller was AQR Capital Management, cutting an estimated $79.6M.

  • 291 institutional investors held Hawaiian Electric Industries (HE) as of Q3 2024, up from 277 in Q2 2024.
  • Funds reported $1.15B of Hawaiian Electric Industries stock for Q3 2024, up 79% quarter-over-quarter.
  • 70 funds opened new Hawaiian Electric Industries positions in Q3 2024 and 53 closed out, a net change of +17 holders.
  • The largest Hawaiian Electric Industries buyer in Q3 2024 was Zimmer Partners, an estimated $186M added.
  • The largest Hawaiian Electric Industries seller in Q3 2024 was AQR Capital Management, an estimated $79.6M sold.

Based on aggregated 13F filings for Q3 2024.