Hawaiian Electric Industries Inc (HE) Ownership

9.88 ↑0.18 (1.86%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Hawaiian Electric Industries Inc (HE), owning a total of 17.1 million shares. Combined, the top 54 institutional holders of HE own 87.41% of the company with a total of 137.7 million shares.

In the latest ownership report on September 30th 2024, the top 54 institutional holders increased their combined ownership of HE by 54.4 million shares. 20 institutions bought 57,681,901 total additional shares and increased their ownership by an average of 651.62%. However 1 institutions sold 3,330,902 total shares and decreased their ownership by an average of 62.47%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Hawaiian Electric Industries increased by a net total of 54,350,999 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	9.927%	49.259%	17,119,819	5,649,935	2024-09-30
Zimmer Partners LP	8.697%	0.000%	15,000,000	15,000,000	2024-09-30
Ghisallo Capital Management LLC	3.302%	0.000%	5,695,561	5,695,561	2024-09-30
FMR Inc	3.097%	7,986.300%	5,340,679	5,274,633	2024-09-30
Citadel Advisors Llc	2.950%	3,008.990%	5,086,999	4,923,377	2024-09-30
Geode Capital Management, LLC	2.199%	49.336%	3,793,142	1,253,143	2024-09-30
State Street Corp	1.953%	19.804%	3,368,096	556,747	2024-09-30
Charles Schwab Investment Management Inc	1.752%	20.545%	3,021,649	514,989	2024-09-30
Adage Capital Partners Gp LLC	1.740%	0.000%	3,000,000	3,000,000	2024-09-30
Marshall Wace Asset Management Ltd	1.685%	827.627%	2,905,839	2,592,584	2024-09-30
Newtyn Management LLC	1.671%	0.000%	2,882,512	2,882,512	2024-09-30
Franklin Resources Inc	1.579%	656.706%	2,722,668	2,362,863	2024-09-30
Alyeska Investment Group, L.P.	1.369%	0.000%	2,360,825	2,360,825	2024-09-30
Morgan Stanley - Brokerage Accounts	1.161%	-62.467%	2,001,388	-3,330,902	2024-09-30
VOLORIDGE INVESTMENT MANAGEMENT, LLC	1.134%	35.213%	1,956,313	509,475	2024-09-30
Third Point, LLC	0.890%	0.000%	1,535,000	1,535,000	2024-09-30
Goldman Sachs Group Inc	0.851%	69.310%	1,467,396	600,706	2024-09-30
Northern Trust Corp	0.823%	180.899%	1,418,720	913,656	2024-09-30
Eagle Global Advisors, LLC	0.598%	0.000%	1,030,620	1,030,620	2024-09-30
Dimensional Fund Advisors, Inc.	0.537%	128.391%	925,503	520,275	2024-09-30
SEVEN GRAND MANAGERS, LLC	0.293%	0.000%	505,000	505,000	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	9.927%	49.259%	17,119,819	5,649,935	2024-09-30
Zimmer Partners LP	8.697%	0.000%	15,000,000	15,000,000	2024-09-30
BlackRock Inc	6.502%	67.189%	11,213,694	4,506,495	2024-06-30
AQR Capital Management LLC	3.881%	52.801%	6,693,424	2,312,950	2024-06-30
Ghisallo Capital Management LLC	3.302%	0.000%	5,695,561	5,695,561	2024-09-30
FMR Inc	3.097%	7,986.300%	5,340,679	5,274,633	2024-09-30
Citadel Advisors Llc	2.950%	3,008.990%	5,086,999	4,923,377	2024-09-30
Nordea Investment Mgmt Bank Demark A/s	3.635%	-3.035%	3,984,441	-124,705	2023-06-30
Geode Capital Management, LLC	2.199%	49.336%	3,793,142	1,253,143	2024-09-30
State Street Corp	1.953%	19.804%	3,368,096	556,747	2024-09-30
Charles Schwab Investment Management Inc	1.752%	20.545%	3,021,649	514,989	2024-09-30
Adage Capital Partners Gp LLC	1.740%	0.000%	3,000,000	3,000,000	2024-09-30
Marshall Wace Asset Management Ltd	1.685%	827.627%	2,905,839	2,592,584	2024-09-30
Newtyn Management LLC	1.671%	0.000%	2,882,512	2,882,512	2024-09-30
Franklin Resources Inc	1.579%	656.706%	2,722,668	2,362,863	2024-09-30
Alyeska Investment Group, L.P.	1.369%	0.000%	2,360,825	2,360,825	2024-09-30
Two Sigma Investments LLC	1.357%	1.011%	2,340,186	23,422	2024-06-30
State Street Corporation	2.075%	-6.992%	2,288,799	-172,069	2024-03-31
Two Sigma Advisers, LLC	1.244%	3.458%	2,145,100	71,700	2024-06-30
Qube Research & Technologies	1.231%	46.147%	2,122,972	670,343	2024-06-30
Morgan Stanley - Brokerage Accounts	1.161%	-62.467%	2,001,388	-3,330,902	2024-09-30
VOLORIDGE INVESTMENT MANAGEMENT, LLC	1.134%	35.213%	1,956,313	509,475	2024-09-30
Millennium Management LLC	1.084%	70.145%	1,870,088	770,973	2024-06-30
Pacer Advisors, INC.	1.581%	8,965.460%	1,740,568	1,721,368	2023-09-30
Third Point, LLC	0.890%	0.000%	1,535,000	1,535,000	2024-09-30
Assenagon Asset Management SA	1.337%	10.082%	1,475,102	135,102	2024-03-31
Goldman Sachs Group Inc	0.851%	69.310%	1,467,396	600,706	2024-09-30
Renaissance Technologies Corp	1.320%	33.325%	1,456,438	364,038	2023-12-31
Allspring Global Investments Holdings, LLC	1.296%	10.874%	1,420,679	139,330	2023-06-30
Northern Trust Corp	0.823%	180.899%	1,418,720	913,656	2024-09-30
Arrowstreet Capital Limited Partnership	1.189%	29.383%	1,310,918	297,712	2024-03-31
JPMorgan Chase & Co	0.736%	-22.757%	1,268,889	-373,836	2024-06-30
First Trust Advisors L.P.	0.735%	16.709%	1,266,786	181,367	2024-06-30
Jupiter Asset Management Limited	1.098%	636.096%	1,209,258	1,044,978	2023-09-30
Eagle Global Advisors, LLC	0.598%	0.000%	1,030,620	1,030,620	2024-09-30
Trexquant Investment LP	0.558%	205.076%	962,176	646,787	2024-06-30
Dimensional Fund Advisors, Inc.	0.537%	128.391%	925,503	520,275	2024-09-30
Balyasny Asset Management LLC	0.744%	266.882%	815,340	593,105	2022-12-31
NORGES BANK	0.727%	32.571%	796,904	195,789	2022-12-31
Quinn Opportunity Partners LLC	0.715%	-32.657%	788,717	-382,479	2023-12-31
Cubist Systematic Strategies, LLC	0.675%	751.231%	744,129	656,711	2024-03-31
D. E. Shaw & Co LP	0.669%	6,165.130%	737,469	725,698	2023-09-30
JANE STREET GROUP, LLC	0.667%	28.693%	736,197	164,138	2023-12-31
Bank of New York Mellon Corp	0.370%	23.209%	638,156	120,208	2024-06-30
Amvescap Plc.	0.573%	14.145%	632,266	78,352	2024-03-31
Verition Fund Managegment, LLC	0.572%	0.000%	630,326	630,326	2023-12-31
Legal & General Group PLC	0.505%	3.409%	553,533	18,250	2023-06-30
Gabelli Funds LLC	0.300%	-42.460%	517,000	-381,500	2024-06-30
SEVEN GRAND MANAGERS, LLC	0.293%	0.000%	505,000	505,000	2024-09-30
Martingale Asset Management L P	0.439%	-4.341%	481,474	-21,851	2023-06-30
Capital Fund Management SA	0.254%	36.106%	437,587	116,082	2024-06-30
Principal Financial Group Inc	0.399%	-5.825%	436,936	-27,026	2023-06-30
Amundi	0.367%	-13.394%	402,439	-62,239	2023-06-30
Rhumbline Advisers	0.366%	1.663%	401,501	6,566	2023-06-30

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of Hawaiian Electric Industries Inc (HE), owning a total of 5.2 million shares. Combined, the top 58 mutual fund holders of HE own 52.00% of the company with a total of 73.2 million shares.

In the latest ownership report on November 30th 2024, the top 58 fund holders increased their combined ownership of HE by 135 thousand shares. 2 funds bought 134,996 total additional shares and increased their ownership by an average of 8.43%. However 1 funds sold 228 total shares and decreased their ownership by an average of 0.02%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Hawaiian Electric Industries increased by a net total of 134,768 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Russell 2000 ETF	2.731%	0.000%	4,710,762	0	2024-11-30
iShares US Infrastructure ETF	1.145%	0.000%	1,974,022	0	2024-11-30
iShares Russell 2000 Value ETF	0.939%	0.000%	1,618,845	0	2024-11-30
Schwab Fundamental U.S. Small CompanyETF	0.816%	-0.016%	1,407,487	-228	2024-11-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.542%	16.742%	935,082	134,100	2024-11-30
Schwab US Small-Cap ETF™	0.462%	0.113%	797,177	896	2024-11-30

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	2.993%	-0.752%	5,161,561	-39,110	2024-10-31
iShares Russell 2000 ETF	2.731%	0.000%	4,710,762	0	2024-11-30
Vanguard Small Cap Index	2.393%	0.195%	4,127,846	8,050	2024-10-31
iShares Core S&P Mid-Cap ETF	3.225%	0.018%	3,535,012	626	2023-08-31
Vanguard Instl Ttl Stck Mkt Idx Tr	3.087%	1.222%	3,383,242	40,830	2023-03-31
Nordea 1 - Global Climate & Envir BI EUR	2.787%	-2.264%	3,054,764	-70,768	2023-07-31
Vanguard Small Cap Value Index Inv	1.614%	-0.035%	2,784,364	-960	2024-10-31
T. Rowe Price Small-Cap Value	1.596%	0.000%	2,751,629	2,751,629	2024-10-31
Franklin Utilities A1	1.567%	0.000%	2,702,702	0	2024-10-31
Franklin Utilities Fund A1	1.567%	0.000%	2,702,702	0	2024-10-31
Vanguard Institutional Extnd Mkt Idx Tr	1.422%	-0.303%	2,451,674	-7,454	2024-10-31
iShares US Infrastructure ETF	1.145%	0.000%	1,974,022	0	2024-11-30
Pacer US Cash Cows 100 ETF	1.747%	0.208%	1,923,538	3,990	2023-11-30
First Trust Value Line® Dividend ETF	1.655%	-0.050%	1,814,174	-909	2023-07-31
Fidelity Small Cap Index	0.977%	48.062%	1,684,331	546,742	2024-09-30
iShares Russell 2000 Value ETF	0.939%	0.000%	1,618,845	0	2024-11-30
Fidelity Select Utilities	0.916%	0.000%	1,579,836	0	2024-10-31
Vanguard Extended Market Index Investor	1.382%	1.095%	1,514,798	16,412	2023-08-31
Schwab Fundamental U.S. Small CompanyETF	0.816%	-0.016%	1,407,487	-228	2024-11-30
Allspring Special Small Cap Value A	1.022%	0.783%	1,119,864	8,700	2023-07-31
Schwab Fundamental US Small Company ETF	0.976%	0.000%	1,076,199	0	2024-05-31
Vanguard Utilities ETF	0.603%	0.393%	1,040,293	4,067	2024-10-31
Fidelity Telecom and Utilities	0.594%	0.000%	1,023,858	0	2024-10-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.542%	16.742%	935,082	134,100	2024-11-30
NYLI VPFidty InsAM Utilts Pf Initl	0.537%	0.000%	926,047	0	2024-10-31
SPDR® S&P MIDCAP 400 ETF Trust	0.838%	-0.592%	918,050	-5,465	2023-08-31
Fidelity Extended Market Index	0.528%	-4.791%	910,478	-45,817	2024-10-31
Fidelity Advisor Utilities I	0.522%	0.000%	900,658	0	2024-10-31
First Trust Utilities AlphaDEX® ETF	0.811%	0.000%	894,593	0	2024-06-30
Schwab US Small-Cap ETF™	0.462%	0.113%	797,177	896	2024-11-30
Vanguard Russell 2000 ETF	0.435%	-0.623%	750,891	-4,710	2024-10-31
iShares S&P Mid-Cap 400 Value ETF	0.636%	0.000%	696,799	0	2023-08-31
FlexShares Quality Dividend ETF	0.579%	0.087%	637,765	557	2023-11-30
State St Russell Sm Cap® Indx SL Cl I	0.353%	0.000%	608,000	0	2024-10-31
Fidelity® Extended Market Index	0.549%	-4.397%	604,857	-27,817	2023-11-30
State St S&P Midcap® Indx SL Cl II	0.500%	0.000%	548,183	0	2023-08-31
Vanguard High Dividend Yield ETF	0.455%	0.536%	498,955	2,662	2023-08-31
Fidelity® Large Cap Value Enhanced Index	0.437%	27.091%	478,519	102,003	2023-07-31
AQR Large Cap Multi-Style I	0.270%	3.920%	465,947	17,576	2024-06-30
Vanguard Strategic Equity Inv	0.420%	8.204%	460,126	34,888	2023-06-30
Lyxor MSCI New Enrg ESG Fltr DR ETF Dist	0.395%	-1.983%	433,087	-8,761	2023-05-31
Gabelli Utilities AAA	0.244%	-45.807%	420,000	-355,000	2024-06-30
Vanguard Global Minimum Volatility Admr	0.359%	-3.850%	393,347	-15,750	2023-06-30
Amundi MSCI New Enrg ESG scrnd ETF Dist	0.352%	0.000%	387,137	0	2023-10-31
Invesco Russell 1000® Dynamic Mltfct ETF	0.329%	0.000%	362,762	0	2024-06-30
iShares Russell Mid-Cap ETF	0.311%	0.036%	342,961	123	2024-05-31
Fidelity Mid Cap Index	0.307%	0.235%	338,721	795	2024-06-30
Blackrock Russ 1000 Eq Idx Composite	0.304%	0.073%	335,605	244	2024-03-31
Russell 1000 Index Fund	0.304%	0.000%	335,605	0	2024-05-31
Fidelity® Mid Cap Index	0.287%	-4.406%	316,488	-14,588	2023-11-30
AQR Large Cap Defensive Style I	0.285%	20.225%	314,638	52,931	2023-12-31
BlackRock Advantage Large Cap Core Instl	0.281%	0.000%	308,923	0	2024-01-31
Jupiter Merian North Amer Eq I GBP Inc	0.278%	0.000%	306,063	0	2023-10-31
Schwab Fundamental US Small Company Idx	0.272%	1.019%	299,683	3,024	2024-07-31
JPM Global Income A (div) EUR	0.270%	0.754%	297,308	2,224	2024-05-31
First Trust Small Cap Core AlphaDEX® ETF	0.269%	0.000%	296,403	0	2024-08-29
iShares Russell 1000 Value ETF	0.267%	-0.080%	294,613	-235	2024-05-31
First Trust Mid Cap Core AlphaDEX® ETF	0.264%	0.000%	290,649	0	2024-02-29