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Hewlett Packard

1,016 hedge funds and large institutions have $22.1B invested in Hewlett Packard in 2024 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 402 increasing their positions, 301 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $629M | Put options by funds: $400M

54% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 89

34% more repeat investments, than reductions

Existing positions increased: 402 | Existing positions reduced: 301

4% more funds holding

Funds holding: 9791,016 (+37)

2.44% more ownership

Funds ownership: 80.73%83.17% (+2.4%)

0% less capital invested

Capital invested by funds: $22.2B → $22.1B (-$110M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
1,016
Holders Change
+37
Holders Change %
+3.78%
% of All Funds
14.59%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
137
Increased
402
Reduced
301
Closed
89
Calls
$629M
Puts
$400M
Net Calls
+$229M
Net Calls Change
-$24.2M
Name Holding Trade Value Shares
Change
Change in
Stake
1WA
426
180 Wealth Advisors
Washington
$1.05M -$47.7K -2,494 -5%
WTG
427
West Tower Group
Virginia
$1.04M -$1.38M -72,191 -59%
PGFC
428
Peapack-Gladstone Financial Corp
New Jersey
$1.03M -$47K -2,457 -5%
LNWWM
429
Laird Norton Wetherby Wealth Management
California
$1.03M -$39.7K -2,077 -4%
MFWP
430
Mosaic Family Wealth Partners
Missouri
$1.02M
SCM
431
Sterling Capital Management
North Carolina
$1.02M +$950K +49,725 New
MYAM
432
Meiji Yasuda Asset Management
Japan
$999K -$35.9K -1,881 -4%
LDB
433
Lee, Danner & Bass
Tennessee
$994K -$516K -27,000 -36%
TPCW
434
TD Private Client Wealth
New York
$989K +$561K +29,374 +155%
Fuller & Thaler Asset Management
435
Fuller & Thaler Asset Management
California
$966K +$280K +14,645 +45%
AC
436
AXQ Capital
New Jersey
$958K -$318K -16,651 -26%
ECM
437
Everence Capital Management
Indiana
$955K
AAS
438
Avantax Advisory Services
Texas
$943K +$332K +17,360 +60%
PCA
439
Pallas Capital Advisors
Massachusetts
$943K +$536K +28,056 +137%
AWM
440
AE Wealth Management
Kansas
$933K -$1.33M -69,591 -60%
Wealthfront Advisers
441
Wealthfront Advisers
California
$933K -$647K -33,860 -43%
MC
442
Machina Capital
France
$930K -$401K -20,978 -32%
Impax Asset Management Group
443
Impax Asset Management Group
United Kingdom
$924K +$320K +16,739 +59%
EF
444
Empirical Finance
Pennsylvania
$911K +$17.7K +925 +2%
PIM
445
Plato Investment Management
Australia
$890K
AIM
446
Athena Investment Management
California
$889K -$2.48K -130 -0.3%
FTDI
447
First Trust Direct Indexing
Massachusetts
$880K +$20.4K +1,065 +3%
MC
448
Maverick Capital
Texas
$876K -$1.72M -89,762 -68%
BRWA
449
B. Riley Wealth Advisors
Florida
$876K -$120K -6,305 -13%
MSAM
450
Moloney Securities Asset Management
Missouri
$861K +$804K +42,091 New

HPE Hedge Fund Activity: Q3 2024 in Review

1,016 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q3 2024, worth a combined $22.1B — down 0.49% from $22.2B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new HPE positions and 89 closed out — a net gain of 48 holders — while 402 added to existing stakes and 301 trimmed.

The largest buyer was Ameriprise, adding an estimated $296M. The largest seller was Arrowstreet Capital, cutting an estimated $371M.

  • 1,016 institutional investors held Hewlett Packard (HPE) as of Q3 2024, up from 979 in Q2 2024.
  • Funds reported $22.1B of Hewlett Packard stock for Q3 2024, down 0.49% quarter-over-quarter.
  • 137 funds opened new Hewlett Packard positions in Q3 2024 and 89 closed out, a net change of +48 holders.
  • The largest Hewlett Packard buyer in Q3 2024 was Ameriprise, an estimated $296M added.
  • The largest Hewlett Packard seller in Q3 2024 was Arrowstreet Capital, an estimated $371M sold.

Based on aggregated 13F filings for Q3 2024.