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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
LTAS
301
Linden Thomas Advisory Services
North Carolina
$1.86M +$4.17K +257 +0.2%
UOC
302
UBS O'Connor
Illinois
$1.76M +$1.61M +99,000 New
KRS
303
Kentucky Retirement Systems
Kentucky
$1.75M -$63.6K -3,917 -4%
OAM
304
Ostrum Asset Management
France
$1.75M -$360K -22,186 -18%
EWM
305
Empirical Wealth Management
Washington
$1.69M +$95.2K +5,861 +7%
ZIG
306
Zurich Insurance Group
Switzerland
$1.68M +$1.54M +95,000 New
MSRPS
307
Maryland State Retirement & Pension System
Maryland
$1.68M
HWM
308
HB Wealth Management
Georgia
$1.68M +$398K +24,504 +35%
EF
309
Empowered Funds
Pennsylvania
$1.66M +$1.12M +69,077 +279%
HC
310
Hourglass Capital
Texas
$1.62M
WJWM
311
Williams Jones Wealth Management
New York
$1.61M
CI
312
CX Institutional
Indiana
$1.61M +$70.3K +4,332 +5%
JFG
313
Jefferies Financial Group
New York
$1.61M +$828K +51,010 +128%
MGP
314
Metis Global Partners
California
$1.6M +$293K +18,020 +25%
HVCM
315
Hel Ved Capital Management
Hong Kong
$1.59M +$1.46M +89,700 New
WW
316
Waterfront Wealth
Kansas
$1.57M -$1.04M -63,812 -41%
IMC Chicago
317
IMC Chicago
Illinois
$1.55M +$841K +51,819 +145%
SA
318
SRN Advisors
Pennsylvania
$1.54M +$665K +40,958 +89%
NA
319
NewEdge Advisors
Louisiana
$1.53M +$78.2K +4,815 +3%
Wealth Enhancement Advisory Services
320
Wealth Enhancement Advisory Services
Minnesota
$1.53M +$266K +16,374 +23%
ISL
321
Ingalls & Snyder LLC
New York
$1.52M +$4.61K +284 +0.3%
EGM
322
Engineers Gate Manager
New York
$1.5M -$1.32M -81,229 -49%
HIMCH
323
Hartford Investment Management Co (HIMCO)
Connecticut
$1.49M -$39.9K -2,457 -3%
CM
324
Caption Management
Oklahoma
$1.46M +$1.34M +82,287 New
VanEck Associates
325
VanEck Associates
New York
$1.45M +$51.7K +3,182 +4%

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.