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Hewlett Packard

848 hedge funds and large institutions have $17.9B invested in Hewlett Packard in 2022 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 332 increasing their positions, 238 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

39% more repeat investments, than reductions

Existing positions increased: 332 | Existing positions reduced: 238

31% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 84

5% more capital invested

Capital invested by funds: $17B → $17.9B (+$850M)

2% more funds holding

Funds holding: 833848 (+15)

6% less call options, than puts

Call options by funds: $53M | Put options by funds: $56.4M

1% less ownership

Funds ownership: 83.54%82.54% (-1%)

Holders
848
Holders Change
+15
Holders Change %
+1.8%
% of All Funds
13.38%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
110
Increased
332
Reduced
238
Closed
84
Calls
$53M
Puts
$56.4M
Net Calls
-$3.46M
Net Calls Change
+$74.3M
Name Holding Trade Value Shares
Change
Change in
Stake
WLPWM
401
Walled Lake Planning & Wealth Management
Illinois
$505K +$520 +31 +0.1%
LAS
402
LWM Advisory Services
Florida
$504K +$192K +11,451 +61%
AAS
403
Avantax Advisory Services
Texas
$501K -$7.86K -469 -2%
NSEDCP
404
NJ State Employees Deferred Compensation Plan
New Jersey
$501K
IAIM
405
International Assets Investment Management
Florida
$499K +$13.5K +808 +3%
IA
406
IndexIQ Advisors
New York
$495K +$129K +7,712 +35%
Fifth Third Bancorp
407
Fifth Third Bancorp
Ohio
$495K +$141K +8,432 +40%
ETI
408
Enterprise Trust & Investment
California
$490K
PCMM
409
Piedmont Capital Management (Montana)
Montana
$488K
RIM
410
Redpoint Investment Management
Australia
$487K
SICM
411
Sustainable Insight Capital Management
New York
$486K +$488K +29,100 New
MIM
412
Montgomery Investment Management
Maryland
$470K -$50.3K -3,000 -10%
BRWA
413
B. Riley Wealth Advisors
Florida
$470K +$203K +12,093 +76%
TCM
414
Twin Capital Management
Pennsylvania
$467K
FC
415
FORA Capital
Florida
$466K +$452K +26,948 New
WDA
416
Wendell David Associates
New Hampshire
$464K
LAM
417
Lingohr Asset Management
Germany
$462K -$40.1K -2,390 -8%
BMCM
418
Burns Matteson Capital Management
New York
$462K +$463K +27,641 New
DCM
419
DGS Capital Management
New Jersey
$458K +$142K +8,447 +45%
Wellington Management Group
420
Wellington Management Group
Massachusetts
$457K +$110K +6,563 +32%
MPPLM
421
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$455K +$28.5K +1,700 +7%
PI
422
PEAK6 Investments
Illinois
$453K +$454K +27,105 New
BHBT
423
Burke & Herbert Bank & Trust
Virginia
$452K -$12.1K -721 -3%
IC
424
IEQ Capital
California
$448K +$36.9K +2,200 +9%
HNB
425
Huntington National Bank
Ohio
$444K -$9.34K -557 -2%

HPE Hedge Fund Activity: Q1 2022 in Review

848 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q1 2022, worth a combined $17.9B — up 5% from $17B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new HPE positions and 84 closed out — a net gain of 26 holders — while 332 added to existing stakes and 238 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $220M. The largest seller was Hotchkis & Wiley Capital Management, exiting entirely with an estimated $322M sold.

  • 848 institutional investors held Hewlett Packard (HPE) as of Q1 2022, up from 833 in Q4 2021.
  • Funds reported $17.9B of Hewlett Packard stock for Q1 2022, up 5% quarter-over-quarter.
  • 110 funds opened new Hewlett Packard positions in Q1 2022 and 84 closed out, a net change of +26 holders.
  • The largest Hewlett Packard buyer in Q1 2022 was Bank of New York Mellon, an estimated $220M added.
  • The largest Hewlett Packard seller in Q1 2022 was Hotchkis & Wiley Capital Management, an estimated $322M sold.

Based on aggregated 13F filings for Q1 2022.