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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
CIM
276
Cambria Investment Management
California
$1.24M +$1.41M +84,749 New
LIA
277
LS Investment Advisors
Michigan
$1.23M +$59.2K +3,569 +4%
UCFA
278
United Capital Financial Advisors
Texas
$1.18M -$60.2K -3,633 -4%
LOAMS
279
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.18M +$1.1M +66,400 +469%
LPL Financial
280
LPL Financial
California
$1.15M -$83.1K -5,010 -6%
PA
281
Prism Advisors
California
$1.14M -$26.6K -1,603 -2%
GWM
282
Greenwich Wealth Management
Connecticut
$1.14M -$17 -1 -0%
FC
283
Financial Consulate
Maryland
$1.14M
Janney Montgomery Scott
284
Janney Montgomery Scott
Pennsylvania
$1.14M +$1.94K +117 +0.2%
CL
285
CSS LLC
Illinois
$1.13M
Credit Agricole
286
Credit Agricole
France
$1.11M -$1.94M -117,246 -61%
TSW
287
Thompson Siegel & Walmsley
Virginia
$1.11M +$348K +20,986 +38%
NEAM
288
New England Asset Management
Connecticut
$1.08M -$365K -22,000 -23%
MAM
289
Meeder Asset Management
Ohio
$1.06M +$1.21M +72,684 New
HIMC
290
Heritage Investors Management Corp
Maryland
$1.06M -$1.66K -100 -0.1%
Neuberger Berman Group
291
Neuberger Berman Group
New York
$1.06M +$58.2K +3,507 +5%
DILIC
292
Dai-ichi Life Insurance Company
Japan
$1.04M -$47.7K -2,876 -4%
QAM
293
Quantres Asset Management
Cayman Islands
$1.04M +$673K +40,600 +132%
Pacer Advisors
294
Pacer Advisors
Pennsylvania
$1.04M +$137K +8,253 +13%
RFC
295
Regions Financial Corp
Alabama
$1.03M -$30.3K -1,826 -3%
II
296
IFM Investors
Australia
$1.03M +$354K +21,320 +43%
CBB
297
Citizens Business Bank
California
$1.03M +$29.8K +1,800 +3%
OTPPB
298
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.02M +$1.16M +70,109 New
CCM
299
Cadence Capital Management
Massachusetts
$1M -$870K -52,447 -43%
Natixis Advisors
300
Natixis Advisors
Massachusetts
$988K -$235K -14,169 -17%

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.