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HPE.PRC

Hewlett Packard Enterprise 7.625% Series C Preferred Stock

74 hedge funds and large institutions have $1.79B invested in Hewlett Packard Enterprise 7.625% Series C Preferred Stock in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 22 increasing their positions, 23 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

10% more funds holding

Funds holding: 6774 (+7)

2.46% more ownership

Funds ownership: 94.25%96.71% (+2.5%)

3% more capital invested

Capital invested by funds: $1.75B → $1.79B (+$47.5M)

4% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 23

Holders
74
Holders Change
+7
Holders Change %
+10.45%
% of All Funds
0.97%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
21
Increased
22
Reduced
23
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
26
HBK Investments
Texas
$15.5M +$12.4M +201,000 +410%
ClearBridge Investments
27
ClearBridge Investments
New York
$15.4M +$15.1M +245,025 New
SC
28
Sculptor Capital
New York
$13M +$1.74M +28,353 +16%
WAM
29
Wolverine Asset Management
Illinois
$12.9M -$1.05M -17,073 -8%
CCM
30
Context Capital Management
California
$12.5M -$3.07M -50,000 -20%
ICA
31
Infrastructure Capital Advisors
New York
$11.9M +$11.7M +190,088 New
Bank of America
32
Bank of America
North Carolina
$11.1M +$2.72M +44,239 +33%
SIM
33
SSI Investment Management
California
$10.7M +$8.21M +133,540 +334%
Lord, Abbett & Co
34
Lord, Abbett & Co
New Jersey
$10.3M -$4.3M -70,000 Closed
Raymond James Financial
35
Raymond James Financial
Florida
$9.42M +$9.24M +150,185 New
CIEC
36
Crédit Industriel et Commercial
France
$9.19M +$9.22M +150,000 New
Invesco
37
Invesco
Georgia
$8.15M +$615K +10,000 +8%
RA
38
Rational Advisors
New York
$7.34M +$2.46M +40,000 +52%
Point72 Asset Management
39
Point72 Asset Management
Connecticut
$7.34M -$1.53M -24,889 -18%
N
40
Nuveen
North Carolina
$7.06M -$33.7M -547,475 -83%
Morgan Stanley
41
Morgan Stanley
New York
$6.94M -$7.51M -122,116 -52%
Citigroup
42
Citigroup
New York
$5.21M -$4.64M -75,509 -48%
NIP
43
Nicholas Investment Partners
California
$4.61M
JP Morgan Chase
44
JP Morgan Chase
New York
$4.58M -$11.6M -189,172 -72%
RRAM
45
River Road Asset Management
Kentucky
$4.53M +$4.44M +72,260 New
GF
46
Gabelli Funds
New York
$4.39M +$1.54M +25,000 +56%
PP
47
Paloma Partners
Connecticut
$4.35M
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$4.02M -$3.72M -60,549 -48%
Federated Hermes
49
Federated Hermes
Pennsylvania
$3.65M
Wells Fargo
50
Wells Fargo
California
$3.34M -$6.45M -104,889 -66%

HPE.PRC Hedge Fund Activity: Q4 2024 in Review

74 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard Enterprise 7.625% Series C Preferred Stock (HPE.PRC) for Q4 2024, worth a combined $1.79B — up 2.7% from $1.75B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new HPE.PRC positions and 14 closed out — a net gain of 7 holders — while 22 added to existing stakes and 23 trimmed.

The largest buyer was Shaolin Capital Management, opening a new position worth an estimated $154M. The largest seller was D.E. Shaw & Co, cutting an estimated $61.5M.

  • 74 institutional investors held Hewlett Packard Enterprise 7.625% Series C Preferred Stock (HPE.PRC) as of Q4 2024, up from 67 in Q3 2024.
  • Funds reported $1.79B of Hewlett Packard Enterprise 7.625% Series C Preferred Stock stock for Q4 2024, up 2.7% quarter-over-quarter.
  • 21 funds opened new Hewlett Packard Enterprise 7.625% Series C Preferred Stock positions in Q4 2024 and 14 closed out, a net change of +7 holders.
  • The largest Hewlett Packard Enterprise 7.625% Series C Preferred Stock buyer in Q4 2024 was Shaolin Capital Management, an estimated $154M added.
  • The largest Hewlett Packard Enterprise 7.625% Series C Preferred Stock seller in Q4 2024 was D.E. Shaw & Co, an estimated $61.5M sold.

Based on aggregated 13F filings for Q4 2024.