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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
CCP
476
Corient Capital Partners
California
$203K +$27.2K +1,964 +18%
KPWS
477
Kestra Private Wealth Services
Texas
$202K -$4.5K -325 -2%
CG
478
Caprock Group
Idaho
$201K -$8.6K -621 -5%
STC
479
Sarah T. Connolly
$201K
WANY
480
Wealthspire Advisors (New York)
New York
$201K +$33.7K +2,430 +24%
AMIM
481
Aull & Monroe Investment Management
Alabama
$198K
SC
482
Savant Capital
Illinois
$196K +$173K +12,467 New
JIC
483
Johnson Investment Counsel
Ohio
$195K -$5.1K -368 -3%
ACA
484
Atlas Capital Advisors
Wyoming
$195K +$61.4K +4,433 +56%
AAM
485
Auxier Asset Management
Oregon
$194K -$2.22K -160 -1%
NFG
486
Next Financial Group
Texas
$194K +$90.7K +6,549 +113%
Fifth Third Bancorp
487
Fifth Third Bancorp
Ohio
$193K -$9.06K -654 -5%
HI
488
Horizon Investments
North Carolina
$193K +$169K +12,235 New
OSAM
489
O'Shaughnessy Asset Management
Connecticut
$192K -$434K -31,338 -72%
PCM
490
Prelude Capital Management
New York
$191K -$799K -57,709 -83%
BOTW
491
Bank of the West
California
$190K
EWA
492
EP Wealth Advisors
California
$188K +$166K +11,952 New
TMAM
493
Tokio Marine Asset Management
Japan
$187K +$165K +11,908 New
P
494
Pitcairn
Pennsylvania
$185K -$8.92K -644 -5%
BS
495
Boenning & Scattergood
Pennsylvania
$184K
WSC
496
Wellington Shields & Co
New York
$183K -$11.1K -800 -6%
LWCFA
497
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$181K -$19.2K -1,387 -11%
FFA
498
First Foundation Advisors
California
$181K -$7.85K -567 -5%
EA
499
Elm Advisors
California
$179K
SPC
500
Sigma Planning Corp
Michigan
$178K -$31.8K -2,293 -17%

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.