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Hewlett Packard

769 hedge funds and large institutions have $18B invested in Hewlett Packard in 2018 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 257 increasing their positions, 250 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 69

3% more repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 250

0.8% more ownership

Funds ownership: 80.78%81.58% (+0.8%)

1% less funds holding

Funds holding: 775769 (-6)

18% less capital invested

Capital invested by funds: $22B → $18B (-$3.94B)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

47% less call options, than puts

Call options by funds: $40.9M | Put options by funds: $77.1M

Holders
769
Holders Change
-6
Holders Change %
-0.77%
% of All Funds
17.61%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.09%
New
71
Increased
257
Reduced
250
Closed
69
Calls
$40.9M
Puts
$77.1M
Net Calls
-$36.2M
Net Calls Change
-$19.4M
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
226
Riverhead Capital Management
Delaware
$2.43M +$1.54M +93,032 +127%
VST
227
Van Strum & Towne
California
$2.36M -$53.9K -3,250 -2%
COPPSERS
228
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.33M +$326K +19,632 +14%
RBA
229
Richard Bernstein Advisors
New York
$2.3M
SAM
230
Securian Asset Management
Minnesota
$2.25M -$55.9K -3,371 -2%
NA
231
Neuburgh Advisers
California
$2.25M +$1.4M +84,304 +121%
ANTB
232
AMG National Trust Bank
Colorado
$2.24M -$66.2K -3,991 -3%
Commonwealth Equity Services
233
Commonwealth Equity Services
Massachusetts
$2.21M +$275K +16,557 +12%
CF
234
CNA Financial
Illinois
$2.2M
PP
235
Paloma Partners
Connecticut
$2.2M +$1.73M +104,331 +225%
NMERB
236
New Mexico Educational Retirement Board
New Mexico
$2.11M -$124K -7,500 -5%
CIBC Asset Management
237
CIBC Asset Management
Ontario, Canada
$2.09M +$32.8K +1,975 +1%
FDCDDQ
238
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.99M -$63.1K -3,803 -3%
HI
239
HBK Investments
Texas
$1.98M +$1.29M +77,654 +134%
SB
240
Suntrust Banks
Georgia
$1.98M +$1.26M +76,099 +128%
SFWA
241
Summit Financial Wealth Advisors
Louisiana
$1.97M
V
242
ValueWorks
New York
$1.94M -$109K -6,558 -5%
TRCT
243
Tower Research Capital (TRC)
New York
$1.93M +$2.17M +131,156 +21,859%
AAIM
244
American Assets Investment Management
California
$1.87M
CG
245
Clinton Group
New York
$1.82M +$1.24M +74,990 +152%
WBC
246
Westpac Banking Corp
Australia
$1.76M
SAM
247
Shell Asset Management
Netherlands
$1.75M +$207K +12,456 +12%
OI
248
Oakbrook Investments
Illinois
$1.67M +$880K +53,045 +86%
JIR
249
James Investment Research
Ohio
$1.65M +$1.88M +113,195 New
Creative Planning
250
Creative Planning
Kansas
$1.65M -$21.5K -1,295 -1%

HPE Hedge Fund Activity: Q2 2018 in Review

769 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q2 2018, worth a combined $18B — down 18% from $22B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new HPE positions and 69 closed out — a net gain of 2 holders — while 257 added to existing stakes and 250 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $133M. The largest seller was Dodge & Cox, cutting an estimated $617M.

  • 769 institutional investors held Hewlett Packard (HPE) as of Q2 2018, down from 775 in Q1 2018.
  • Funds reported $18B of Hewlett Packard stock for Q2 2018, down 18% quarter-over-quarter.
  • 71 funds opened new Hewlett Packard positions in Q2 2018 and 69 closed out, a net change of +2 holders.
  • The largest Hewlett Packard buyer in Q2 2018 was Morgan Stanley, an estimated $133M added.
  • The largest Hewlett Packard seller in Q2 2018 was Dodge & Cox, an estimated $617M sold.

Based on aggregated 13F filings for Q2 2018.