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Hewlett Packard

755 hedge funds and large institutions have $16.8B invested in Hewlett Packard in 2021 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 247 increasing their positions, 261 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

32% more capital invested

Capital invested by funds: $12.7B → $16.8B (+$4.07B)

5% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 75

0.59% more ownership

Funds ownership: 81.62%82.21% (+0.59%)

1% less funds holding

Funds holding: 760755 (-5)

5% less repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 261

49% less call options, than puts

Call options by funds: $44.9M | Put options by funds: $88.2M

Holders
755
Holders Change
-5
Holders Change %
-0.66%
% of All Funds
13.26%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
79
Increased
247
Reduced
261
Closed
75
Calls
$44.9M
Puts
$88.2M
Net Calls
-$43.3M
Net Calls Change
-$12.8M
Name Holding Trade Value Shares
Change
Change in
Stake
JWBC
301
John W. Bristol & Co
New York
$787K +$692K +50,000 New
SW
302
SVB Wealth
Massachusetts
$783K -$7.04K -508 -1%
SF
303
Synovus Financial
Georgia
$771K -$214K -15,453 -24%
ESCM
304
Echo Street Capital Management
New York
$770K +$678K +48,944 New
B
305
BP
United Kingdom
$768K -$263K -19,020 -28%
MML Investors Services
306
MML Investors Services
Massachusetts
$743K +$473K +34,128 +261%
CI
307
Cigna Investments
Connecticut
$732K +$31K +2,242 +5%
BFA
308
Bragg Financial Advisors
North Carolina
$730K -$20.2K -1,457 -3%
SICM
309
Sustainable Insight Capital Management
New York
$727K +$640K +46,200 New
RFC
310
Regions Financial Corp
Alabama
$726K -$47.1K -3,404 -7%
AG
311
AIA Group
Hong Kong
$724K +$637K +45,971 New
EI
312
Ethic Inc
New York
$718K +$250K +18,084 +66%
LIA
313
LS Investment Advisors
Michigan
$710K -$118K -8,514 -16%
DY
314
Dowling & Yahnke
California
$707K -$9.97K -720 -2%
IRF
315
IBM Retirement Fund
New York
$695K -$50K -3,613 -8%
ACI
316
Alpha Cubed Investments
California
$692K +$609K +43,980 New
QOP
317
Quinn Opportunity Partners
Virginia
$689K +$328K +23,700 +118%
MIM
318
Montgomery Investment Management
Maryland
$671K -$76.9K -5,550 -12%
I
319
INVST
Indiana
$649K +$13.2K +953 +2%
BAM
320
Belpointe Asset Management
Nevada
$629K +$553K +39,917 New
KTA
321
Keeley-Teton Advisors
Illinois
$626K -$15.7K -1,137 -3%
SDAM
322
Shulman DeMeo Asset Management
New York
$624K -$166 -12 -0.1%
Cerity Partners
323
Cerity Partners
New York
$615K -$3.86K -279 -0.7%
SCM
324
SOL Capital Management
Maryland
$601K -$7.82K -565 -1%
KIA
325
KCM Investment Advisors
California
$588K +$4.22K +305 +0.8%

HPE Hedge Fund Activity: Q1 2021 in Review

755 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q1 2021, worth a combined $16.8B — up 32% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new HPE positions and 75 closed out — a net gain of 4 holders — while 247 added to existing stakes and 261 trimmed.

The largest buyer was Bank of America, adding an estimated $547M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $190M.

  • 755 institutional investors held Hewlett Packard (HPE) as of Q1 2021, down from 760 in Q4 2020.
  • Funds reported $16.8B of Hewlett Packard stock for Q1 2021, up 32% quarter-over-quarter.
  • 79 funds opened new Hewlett Packard positions in Q1 2021 and 75 closed out, a net change of +4 holders.
  • The largest Hewlett Packard buyer in Q1 2021 was Bank of America, an estimated $547M added.
  • The largest Hewlett Packard seller in Q1 2021 was Hotchkis & Wiley Capital Management, an estimated $190M sold.

Based on aggregated 13F filings for Q1 2021.