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HPE.PRC

Hewlett Packard Enterprise 7.625% Series C Preferred Stock
HPE.PRC

79 hedge funds and large institutions have $1.62B invested in Hewlett Packard Enterprise 7.625% Series C Preferred Stock in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 29 increasing their positions, 26 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

23% more capital invested

Capital invested by funds: $1.31B → $1.62B (+$306M)

12% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 26

1% more funds holding

Funds holding: 78 → 79 (+1)

0.22% more ownership

Funds ownership: 91.86% → 92.08% (+0.22%)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
79
Holders Change
+1
Holders Change %
+1.28%
% of All Funds
1.04%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
4
Increased
29
Reduced
26
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PSC
Portman Square Capital
United Kingdom
+$25.3M
2
Calamos Advisors
Calamos Advisors
Illinois
+$9.84M
3
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
+$9.37M
4
ClearBridge Investments
ClearBridge Investments
New York
+$9M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$7.64M

Top Sellers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
-$17.7M
2
SAMU
SONA Asset Management (US)
New York
-$10.1M
3
SAG
Susquehanna Advisors Group
Pennsylvania
-$7.58M
4
ACM
Advent Capital Management
New York
-$7.27M
5
BlackRock
BlackRock
New York
-$7.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
N
26
Nuveen
North Carolina
$13.7M -$17.7M -350,684 -60%
ACM
27
Advent Capital Management
New York
$13.2M -$7.27M -143,743 -39%
BCM
28
BlueCrest Capital Management
Jersey
$12.3M +$3M +59,417 +40%
WHG
29
Westwood Holdings Group
Texas
$11.5M -$3.28M -64,850 -25%
Raymond James Financial
30
Raymond James Financial
Florida
$11.2M +$44.2K +875 +0.5%
Barclays
31
Barclays
United Kingdom
$9.56M +$1.9M +37,608 +30%
CCM
32
Context Capital Management
California
$8.83M – – –
GF
33
Gabelli Funds
New York
$8.48M – – –
Two Sigma Investments
34
Two Sigma Investments
New York
$8.14M +$1.01M +20,051 +17%
P8IP
35
Pier 88 Investment Partners
California
$7.83M -$5.1M -100,790 -43%
Invesco
36
Invesco
Georgia
$7.65M – – –
HI
37
HBK Investments
Texas
$5.91M -$2.53M -50,000 -33%
WAM
38
Wolverine Asset Management
Illinois
$5.72M -$3.27M -64,618 -40%
RRAM
39
River Road Asset Management
Kentucky
$5.72M +$159K +3,145 +3%
Bank of America
40
Bank of America
North Carolina
$5.46M -$6.55M -129,498 -58%
Lord, Abbett & Co
41
Lord, Abbett & Co
New Jersey
$5.27M – – –
Citigroup
42
Citigroup
New York
$3.47M – – –
Federated Hermes
43
Federated Hermes
Pennsylvania
$3.46M – – –
Man Group
44
Man Group
United Kingdom
$3.08M – – –
American Century Companies
45
American Century Companies
Missouri
$2.99M +$613K +12,118 +31%
LTI
46
Laffer Tengler Investments
Tennessee
$2.94M -$67K -1,325 -3%
ICA
47
Infrastructure Capital Advisors
New York
$2.93M +$1.76M +34,864 +233%
Goldman Sachs
48
Goldman Sachs
New York
$2.15M +$758K +15,000 +70%
CCM
49
Chicago Capital Management
Illinois
$1.94M – – –
PWS
50
Peloton Wealth Strategists
Indiana
$1.58M +$25.3K +500 +2%
1
2
3 4

HPE.PRC Hedge Fund Activity: Q2 2025 in Review

79 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard Enterprise 7.625% Series C Preferred Stock (HPE.PRC) for Q2 2025, worth a combined $1.62B — up 23% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new HPE.PRC positions and 3 closed out — a net gain of 1 holder — while 29 added to existing stakes and 26 trimmed.

The largest buyer was Portman Square Capital, adding an estimated $25.3M. The largest seller was Nuveen, cutting an estimated $17.7M.

  • 79 institutional investors held Hewlett Packard Enterprise 7.625% Series C Preferred Stock (HPE.PRC) as of Q2 2025, up from 78 in Q1 2025.
  • Funds reported $1.62B of Hewlett Packard Enterprise 7.625% Series C Preferred Stock stock for Q2 2025, up 23% quarter-over-quarter.
  • 4 funds opened new Hewlett Packard Enterprise 7.625% Series C Preferred Stock positions in Q2 2025 and 3 closed out, a net change of +1 holder.
  • The largest Hewlett Packard Enterprise 7.625% Series C Preferred Stock buyer in Q2 2025 was Portman Square Capital, an estimated $25.3M added.
  • The largest Hewlett Packard Enterprise 7.625% Series C Preferred Stock seller in Q2 2025 was Nuveen, an estimated $17.7M sold.

Based on aggregated 13F filings for Q2 2025.