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Hewlett Packard

769 hedge funds and large institutions have $18B invested in Hewlett Packard in 2018 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 257 increasing their positions, 250 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 69

3% more repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 250

0.8% more ownership

Funds ownership: 80.78%81.58% (+0.8%)

1% less funds holding

Funds holding: 775769 (-6)

18% less capital invested

Capital invested by funds: $22B → $18B (-$3.94B)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

47% less call options, than puts

Call options by funds: $40.9M | Put options by funds: $77.1M

Holders
769
Holders Change
-6
Holders Change %
-0.77%
% of All Funds
17.61%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.09%
New
71
Increased
257
Reduced
250
Closed
69
Calls
$40.9M
Puts
$77.1M
Net Calls
-$36.2M
Net Calls Change
-$19.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
26
Invesco
Georgia
$136M +$120M +7,259,015 +355%
UBS AM
27
UBS AM
Illinois
$126M +$17.5M +1,054,002 +14%
First Trust Advisors
28
First Trust Advisors
Illinois
$126M +$20.7M +1,250,834 +17%
Barrow, Hanley, Mewhinney & Strauss
29
Barrow, Hanley, Mewhinney & Strauss
Texas
$125M +$7.65M +461,478 +6%
AQR Capital Management
30
AQR Capital Management
Connecticut
$124M +$67.3M +4,060,881 +93%
Legal & General Group
31
Legal & General Group
United Kingdom
$121M -$3.76M -227,010 -3%
CVA
32
Ceredex Value Advisors
Florida
$115M +$77.6M +4,679,766 +149%
Citadel Advisors
33
Citadel Advisors
Florida
$112M +$119M +7,187,633 +1,460%
AAMU
34
Amundi Asset Management US
Massachusetts
$111M +$78M +4,700,885 +161%
OP
35
Oldfield Partners
United Kingdom
$99.5M -$25.6M -1,546,700 -19%
AL
36
AJO LP
Pennsylvania
$95.5M +$23.9M +1,443,798 +28%
PPA
37
Parametric Portfolio Associates
Washington
$95.3M +$16.7M +1,009,466 +18%
Charles Schwab
38
Charles Schwab
California
$93.3M +$1.17M +70,481 +1%
Canada Life
39
Canada Life
Manitoba, Canada
$88.4M +$15.5M +934,188 +18%
Fidelity International
40
Fidelity International
Bermuda
$82.9M
Two Sigma Advisers
41
Two Sigma Advisers
New York
$82.1M -$30.7M -1,849,200 -25%
TCIM
42
TIAA CREF Investment Management
New York
$80.4M -$5.36M -323,345 -6%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$79.7M +$10.9M +655,260 +14%
Swiss National Bank
44
Swiss National Bank
Switzerland
$75.8M +$1.17M +70,700 +1%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$60.9M -$4.3M -259,200 -6%
DZ Bank
46
DZ Bank
Germany
$60M -$22.6M -1,360,804 -25%
GI
47
GAMCO Investors
Connecticut
$59.3M +$12.7M +763,279 +23%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$58.5M -$10.6M -638,702 -14%
TA
49
Teachers Advisors
New York
$55.4M -$29.5M -1,777,901 -32%
Russell Investments Group
50
Russell Investments Group
United Kingdom
$55.3M -$691K -41,676 -1%

HPE Hedge Fund Activity: Q2 2018 in Review

769 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q2 2018, worth a combined $18B — down 18% from $22B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new HPE positions and 69 closed out — a net gain of 2 holders — while 257 added to existing stakes and 250 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $133M. The largest seller was Dodge & Cox, cutting an estimated $617M.

  • 769 institutional investors held Hewlett Packard (HPE) as of Q2 2018, down from 775 in Q1 2018.
  • Funds reported $18B of Hewlett Packard stock for Q2 2018, down 18% quarter-over-quarter.
  • 71 funds opened new Hewlett Packard positions in Q2 2018 and 69 closed out, a net change of +2 holders.
  • The largest Hewlett Packard buyer in Q2 2018 was Morgan Stanley, an estimated $133M added.
  • The largest Hewlett Packard seller in Q2 2018 was Dodge & Cox, an estimated $617M sold.

Based on aggregated 13F filings for Q2 2018.