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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
SFS
451
Sowell Financial Services
Arkansas
$243K +$41.6K +3,001 +25%
GT
452
Greenleaf Trust
Michigan
$241K +$212K +15,296 New
IRC
453
Investors Research Corp
Georgia
$240K
CANY
454
Caxton Associates (New York)
New York
$240K +$211K +15,236 New
CIBC Private Wealth Group
455
CIBC Private Wealth Group
Georgia
$238K -$71.6K -5,172 -25%
FCI
456
Financial Counselors Inc
Kansas
$238K -$692 -50 -0.3%
MPPLM
457
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$235K -$2.31K -167 -0.7%
SBH
458
Segall Bryant & Hamill
Illinois
$234K
DWT
459
Dorsey & Whitney Trust
South Dakota
$233K -$2.77K -200 -1%
CA
460
Calton & Associates
Florida
$228K
Baird Financial Group
461
Baird Financial Group
Wisconsin
$227K -$52.4K -3,783 -21%
CTC
462
Central Trust Company
Missouri
$225K -$16.6K -1,200 -8%
ATPW
463
Ashton Thomas Private Wealth
Arizona
$222K
ST
464
Spinnaker Trust
Maine
$222K +$346 +25 +0.2%
BAS
465
Brown Advisory Securities
Maryland
$220K
CFG
466
Citizens Financial Group
Rhode Island
$218K +$2.78K +201 +1%
QI
467
QS Investors
New York
$217K -$43.7K -3,155 -19%
BJL
468
Brighton Jones LLC
Washington
$217K +$191K +13,777 New
LS
469
Livforsakringsbolaget Skandia
Sweden
$216K
SFI
470
Siemens Fonds Invest
Germany
$209K +$184K +13,262 New
SSW
471
Smith Shellnut Wilson
Mississippi
$208K
MC
472
Moors & Cabot
Massachusetts
$206K -$4.13K -298 -2%
GCP
473
GSA Capital Partners
United Kingdom
$205K +$180K +12,994 New
ACA
474
Ackerman Capital Advisors
Texas
$205K +$180K +13,000 New
HI
475
Harbour Investments
Wisconsin
$204K +$179K +12,946 New

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.