Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Hawaiian Elec Inds Inc Mtn B (HE)

339 + Investors. Track Smart Money conviction in HE. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +21
Streak
3Q ▲
Buyers last Q
60%

Smart Money Signals — HE

Based on 341 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added HE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
341 hedge funds hold HE right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +21% more funds vs a year ago

fund count last 6Q
+60 new funds entered over the past year (+21% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 60% buying

202 buying134 selling
Last quarter: 202 funds were net buyers (69 opened a brand new position + 133 added to an existing one). Only 134 were sellers (86 trimmed + 48 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~69 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 43 → 52 → 66 → 69. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 23% medium ■ 22% new
190 out of 341 hedge funds have held HE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

48 → 43 → 52 → 66 → 69 new funds/Q
New funds entering each quarter: 43 → 52 → 66 → 69. A growing number of institutions are discovering HE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 64% veterans vs 27% newcomers

■ 64% veterans ■ 9% 1-2yr ■ 27% new
Entry-cohort mix of 350 holders: 225 (64%) are 2+ year veterans, 32 entered 1–2 years ago, and 93 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
54 of 337 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in HE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — HE

In 2026 Q1, 202 hedge funds were net buyers of HE (69 opened a new position, 133 added to an existing one), while 134 reduced or exited (86 trimmed, 48 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 50% of total institutional value in HE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +21 funds (more new holders than closures). Total institutional holders: 341.

Hedge Fund Ownership: HE

How many hedge funds hold HE — quarterly history vs. share price
Quarterly hedge fund ownership of HE vs. share price

Market Analysis: HE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HE

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

24 top-rated funds 2 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: HE
2026 Q2 Stats Unlock in 5 days 339 + Investors

Track Smart Money conviction in HE. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 339 319 6.27%
13F Shares 148M 141M 4.8%
Total Value $2.07B $1.73B 19.46%
New Positions 68 66 +2
Increased Positions 132 122 +10
Closed Positions 48 41 +7
Reduced Positions 83 80 +3
Total Calls 6 8 -25.0%
Total Puts 7 5 40.0%
PUT/CALL Ratio 1.17 0.62 Neutral

Statistics: HE

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Financial Highlights

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Institutional Holders (2026 Q2)

339 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in HE. Verified SEC 13F-HR filings.

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 HE holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Mad River Investors 6.67% 1,321,850 $17.9M
2 Horizon Kinetics Asset Management LLC 3.44% 22,395,397 $303.0M
3 Atlas Wealth Partners, LLC 1.72% 116,117 $1.6M
4 Promethium Advisors,LLC 0.81% 125,450 $1.7M
5 EagleClaw Capital Managment, LLC 0.79% 434,750 $5.9M
6 Dougherty & Associates, LLC 0.78% 71,855 $972K
7 Moors & Cabot, Inc. 0.30% 578,331 $7.8M
8 Intrepid Family Office LLC 0.30% 30,000 $406K
9 Olympiad Research LP 0.30% 10,562 $143K
10 T3 Companies, LLC 0.27% 18,450 $250K
11 Mad River Investors 0.25% 48,800 $660K
12 Pecaut & CO. 0.17% 41,300 $559K
13 PKS Advisory Services, LLC 0.15% 70,044 $948K
14 Bayforest Capital Ltd 0.15% 11,873 $161K
15 RFG - Bristol Wealth Advisors, LLC 0.13% 39,624 $536K
16 Jupiter Asset Management Ltd 0.12% 1,804,720 $24.4M
17 RBF Capital, LLC 0.11% 200,000 $2.7M
18 Byrne Asset Management LLC 0.11% 15,100 $204K
19 Aigen Investment Management, LP 0.11% 28,747 $389K
20 Meixler Investment Management, Ltd. 0.09% 11,600 $157K
21 Congress Asset Management Co 0.08% 996,265 $13.5M
22 Inscription Capital, LLC 0.07% 62,417 $845K
23 Quantbot Technologies LP 0.07% 136,376 $1.8M
24 Quantinno Capital Management LP 0.06% 3,979,937 $53.8M
25 Ethos Financial Group, LLC 0.06% 68,288 $924K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Hawaiian Elec Inds Inc Mtn B (HE)

What does the Smart Money Trend signal show for HE?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added HE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for HE?

More buyers than sellers — 60% buying: Last quarter: 202 funds were net buyers (69 opened a brand new position + 133 added to an existing one). Only 134 were sellers (86 trimmed + 48 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for HE holders?

Elite ownership — 50% AUM from top-100 funds: 54 of 337 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in HE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held HE?

56% of holders stayed for 2+ years: 190 out of 341 hedge funds have held HE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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