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Hewlett Packard

900 hedge funds and large institutions have $18.9B invested in Hewlett Packard in 2024 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 320 increasing their positions, 304 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more call options, than puts

Call options by funds: $273M | Put options by funds: $169M

13% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 86

5% more repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 304

5% more capital invested

Capital invested by funds: $18.1B → $18.9B (+$850M)

0.23% more ownership

Funds ownership: 81.91%82.14% (+0.23%)

0% more funds holding

Funds holding: 900900 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
900
Holders Change
Holders Change %
0%
% of All Funds
12.96%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
97
Increased
320
Reduced
304
Closed
86
Calls
$273M
Puts
$169M
Net Calls
+$104M
Net Calls Change
+$21.4M
Name Holding Trade Value Shares
Change
Change in
Stake
IMCOOI
226
Investment Management Corp of Ontario (IMCO)
Canada
$3.57M -$2.6M -160,116 -44%
HT
227
Heritage Trust
Oklahoma
$3.57M -$26.3K -1,619 -0.8%
NYLIM
228
New York Life Investment Management
New York
$3.55M -$73.7K -4,538 -2%
BMSSC
229
B. Metzler seel. Sohn & Co
Germany
$3.54M +$253K +15,568 +8%
YCM
230
Yousif Capital Management
Michigan
$3.53M -$111K -6,811 -3%
MOACM
231
Mutual of America Capital Management
New York
$3.41M -$20.4K -1,254 -0.6%
X
232
Xponance
Pennsylvania
$3.37M +$242K +14,881 +8%
BPA
233
Beacon Pointe Advisors
California
$3.35M +$817K +50,325 +36%
US Bancorp
234
US Bancorp
Minnesota
$3.34M -$237K -14,583 -7%
RBA
235
Richard Bernstein Advisors
New York
$3.22M
VPIM
236
Vanguard Personalized Indexing Management
California
$3.1M -$477K -29,360 -14%
NCL
237
Nishkama Capital LLC
Puerto Rico
$3.07M +$2.81M +172,900 New
CM
238
Crestline Management
Texas
$3.01M +$2.76M +170,000 New
Creative Planning
239
Creative Planning
Kansas
$2.99M +$353K +21,728 +15%
Holocene Advisors
240
Holocene Advisors
New York
$2.95M +$2.7M +166,263 New
AAM
241
Advisors Asset Management
Colorado
$2.95M -$333K -20,496 -11%
Janney Montgomery Scott
242
Janney Montgomery Scott
Pennsylvania
$2.93M +$583K +35,887 +28%
Commonwealth Equity Services
243
Commonwealth Equity Services
Massachusetts
$2.88M -$231K -14,224 -8%
AIM
244
Aigen Investment Management
New York
$2.88M +$2.64M +162,406 New
KCM
245
Kendall Capital Management
Maryland
$2.84M +$275K +16,910 +12%
VA
246
Vident Advisory
Georgia
$2.81M +$126K +7,776 +5%
APF
247
Alaska Permanent Fund
Alaska
$2.78M +$136K +8,353 +6%
Pathstone Holdings
248
Pathstone Holdings
New Jersey
$2.75M +$468K +28,819 +23%
BCIM
249
British Columbia Investment Management
British Columbia, Canada
$2.75M +$122K +7,523 +5%
GC
250
Guggenheim Capital
Illinois
$2.73M -$2.06M -127,033 -45%

HPE Hedge Fund Activity: Q1 2024 in Review

900 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q1 2024, worth a combined $18.9B — up 4.7% from $18.1B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new HPE positions and 86 closed out — a net gain of 11 holders — while 320 added to existing stakes and 304 trimmed.

The largest buyer was Barclays, adding an estimated $266M. The largest seller was Morgan Stanley, cutting an estimated $263M.

  • 900 institutional investors held Hewlett Packard (HPE) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $18.9B of Hewlett Packard stock for Q1 2024, up 4.7% quarter-over-quarter.
  • 97 funds opened new Hewlett Packard positions in Q1 2024 and 86 closed out, a net change of +11 holders.
  • The largest Hewlett Packard buyer in Q1 2024 was Barclays, an estimated $266M added.
  • The largest Hewlett Packard seller in Q1 2024 was Morgan Stanley, an estimated $263M sold.

Based on aggregated 13F filings for Q1 2024.