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HE in the 13F filings

Hawaiian Elec Industries · CUSIP 419870100

Sector · UtilitiesTheme · Electric utilitiesTheme · Energy and power infrastructure· L3VLUP-defined
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
31 Dec 2023
the date the book describes
Filed
14 Feb 2024
latest of these filings; the earliest 9 Feb 2024
Managers listing it
9
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q3 2023 and Q4 2023; 4 listed it in both
Shares listed
11,124,551
combined, among listed positions
Reported value
$158m
combined, at the quarter end

Among the 93 comparable managers: 6 buyers (opened or added shares) and 4 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing HE in Q4 2023

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

9 of 9 holders

ActionFiling
AQR Capital Management LLC4,680,674$66m0.13%Trimmed-1,439,37914 Feb 2024 (the filing on sec.gov)
Two Sigma Investments LP2,153,087$31m0.07%Trimmed-164,38814 Feb 2024 (the filing on sec.gov)
Two Sigma Advisers LP1,998,200$28m0.07%Trimmed-42,30014 Feb 2024 (the filing on sec.gov)
Arrowstreet Capital LP1,013,206$14munder 0.1%Addedn.a.14 Feb 2024 (the filing on sec.gov)
Verition Fund Management LLC630,326$8.9m0.07%Newnew14 Feb 2024 (the filing on sec.gov)
PDT Partners LLC232,611$3.3m0.36%Addedn.a.14 Feb 2024 (the filing on sec.gov)
Holocene Advisors LP226,535$3.2munder 0.1%Addedn.a.14 Feb 2024 (the filing on sec.gov)
Quantbot Technologies LP105,034$1.5m0.09%Addedn.a.14 Feb 2024 (the filing on sec.gov)
Caxton Associates LLP84,878$1.2m0.06%Added+32,55114 Feb 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2023 to Q4 2023, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (1)

Exited (1)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
5 in Q3 2024 to 4 in Q2 2026

Tracked managers listing it, at least.

0358102014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
HE by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20133$15mn.a.n.a.
Q3 20131$3.1mn.a.n.a.
Q1 20142$1.6mn.a.n.a.
Q2 20141$1.5mn.a.n.a.
Q4 20141$35mn.a.n.a.
Q2 20152$19mn.a.n.a.
Q3 20153$32mn.a.n.a.
Q4 20152$30mn.a.n.a.
Q1 20163$34mn.a.n.a.
Q3 20162$30mn.a.n.a.
Q4 20163$52mn.a.n.a.
Q1 20171$47mn.a.n.a.
Q2 20172$41mn.a.n.a.
Q3 20173$52mn.a.n.a.
Q4 20173$36mn.a.n.a.
Q1 20181$19mn.a.n.a.
Q2 20183$42mn.a.n.a.
Q3 20184$94mn.a.n.a.
Q4 20184$133mn.a.n.a.
Q1 20195$144mn.a.n.a.
Q2 20197$169mn.a.n.a.
Q3 20197$245mn.a.n.a.
Q4 20195$214mn.a.n.a.
Q1 20206$267mn.a.n.a.
Q2 20205$197mn.a.n.a.
Q3 20207$77mn.a.n.a.
Q4 20206$87mn.a.n.a.
Q1 20215$83mn.a.n.a.
Q2 20214$42mn.a.n.a.
Q3 20212$26mn.a.n.a.
Q4 20212$21mn.a.n.a.
Q1 20224$27mn.a.n.a.
Q2 20224$22mn.a.n.a.
Q3 20222$4.7mn.a.n.a.
Q4 20224$39mn.a.n.a.
Q1 20232$4.4mn.a.n.a.
Q2 20233$3.2mn.a.n.a.
Q3 20235$130mn.a.n.a.
Q4 20239$158m64
Q1 20247$113m52
Q2 20247$120m70
Q3 20245$65m32
Q4 20243$47m33
Q1 20255$55m32
Q2 20252$16m02
Q3 20251$681k01
Q4 20253$9.7m1711
Q1 20264$15m1811
Q2 20264$12m1310

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

HE and SO →HE and D →HE and NEE →Choose a stock to compare with HE →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own HE, latest filings →Back to the 13F Explorer →