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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
SMDAM
251
Sumitomo Mitsui DS Asset Management
Japan
$1.64M +$8.11K +489 +0.4%
BNP Paribas Asset Management
252
BNP Paribas Asset Management
France
$1.6M -$1.6M -96,595 -47%
QC
253
Quadrature Capital
United Kingdom
$1.57M -$5.05M -304,753 -74%
SIM
254
Sentry Investment Management
Wisconsin
$1.56M -$192K -11,586 -10%
OMCS
255
Old Mutual Customised Solutions
South Africa
$1.55M
Stifel Financial
256
Stifel Financial
Missouri
$1.54M +$775K +46,762 +80%
GXMC
257
Global X Management Company
New York
$1.53M +$1.57M +94,632 +914%
WAM
258
World Asset Management
Michigan
$1.51M +$18.6K +1,124 +1%
FIM
259
Freedom Investment Management
Connecticut
$1.5M +$1.39M +83,968 +450%
RIM
260
Redpoint Investment Management
Australia
$1.48M
Macquarie Group
261
Macquarie Group
Australia
$1.48M -$63K -3,800 -4%
CONA
262
Capital One National Association
New York
$1.44M +$1.64M +98,823 New
BDF
263
Balasa Dinverno & Foltz
$1.43M +$2.72K +164 +0.2%
Cambridge Investment Research Advisors
264
Cambridge Investment Research Advisors
Iowa
$1.42M +$5.36K +323 +0.3%
WBC
265
West Branch Capital
Massachusetts
$1.38M +$1.01M +60,928 New
Alyeska Investment Group
266
Alyeska Investment Group
Illinois
$1.38M -$16.3M -984,140 -91%
CIBC Private Wealth Group
267
CIBC Private Wealth Group
Georgia
$1.35M -$4.63K -279 -0.3%
HPCM
268
High Pointe Capital Management
Illinois
$1.34M -$7.96K -480 -0.5%
LSERS
269
Louisiana State Employees Retirement System
Louisiana
$1.31M -$96.2K -5,800 -6%
VF
270
Virtu Financial
New York
$1.31M +$1.11M +66,932 +293%
Kovitz Investment Group Partners
271
Kovitz Investment Group Partners
Illinois
$1.3M
QI
272
QS Investors
New York
$1.29M +$1.21K +73 +0.1%
Public Sector Pension Investment Board (PSP Investments)
273
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.28M
GIA
274
Gateway Investment Advisers
Ohio
$1.26M -$175K -10,545 -11%
HighTower Advisors
275
HighTower Advisors
Illinois
$1.24M +$402K +24,249 +40%

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.