Hawaiian Electric Industries, Inc. (HE): A Bull Case Theory
We came across a bullish thesis on Hawaiian Electric Industries, Inc. on R. Dennis’s Substack by OppCost. In this article, we will summarize the bulls’ thesis on HE.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Horizon Asset Management Murray Stahl | 19,392,363 | $238,526,064 | +7% | 3.23% |
| 2. | Quantinno Capital Hoon Kim | 3,241,971 | $39,876,243 | +17% | 0.08% |
| 3. | 12 West Capital Management Joel Ramin | 1,850,000 | $22,755,000 | 2.71% | |
| 4. | 872,900 | $10,736,670 | +11% | 0% | |
| 5. | Renaissance Technologies Jim Simons | 550,500 | $6,771,150 | +17% | 0.01% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $41.11 | 542,252 | $22,291,979.72 | 2,012,252 | 2020-03-13 | Filing | |
| $39.59 | 400,060 | $15,838,375.40 | 1,470,000 | 2020-03-12 | Filing | |
| $41.94 | 755,600 | $31,689,864.00 | 1,069,940 | 2020-03-11 | Filing | |
| $34.32 | 237 | $8,125.00 | 20,328 | 2014-12-30 | Filing | |
| $26.72 | 304 | $8,125.00 | 19,901 | 2014-09-30 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $39.21 | 10,000 | $392,120.00 | 23,447 | 2023-03-08 | Filing | |
| $42.25 | 22,000 | $929,500.00 | 14,576 | 2022-05-19 | Filing | |
| $42.15 | 31,000 | $1,306,650.00 | 21,825 | 2021-12-15 | Filing | |
| $41.53 | 4,000 | $166,120.00 | 52,825 | 2021-12-14 | Filing | |
| $44.82 | 100 | $4,481.50 | 35,191 | 2021-05-13 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 28,145,206 | $346,186,039 | 0.01% | |
| 2. | 19,410,325 | $238,746,997 | 0% | |
| 3. | 7,005,768 | $86,170,946 | 0% | |
| 4. | 4,125,284 | $50,749,566 | 0% | |
| 5. | 3,600,987 | $44,292,157 | 0% |