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Hewlett Packard

979 hedge funds and large institutions have $22.2B invested in Hewlett Packard in 2024 Q2 according to their latest regulatory filings, with 163 funds opening new positions, 364 increasing their positions, 275 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more funds holding in top 10

Funds holding in top 10: 18 (+7)

136% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 69

92% more call options, than puts

Call options by funds: $529M | Put options by funds: $276M

32% more repeat investments, than reductions

Existing positions increased: 364 | Existing positions reduced: 275

17% more capital invested

Capital invested by funds: $18.9B → $22.2B (+$3.28B)

9% more funds holding

Funds holding: 900979 (+79)

1.41% less ownership

Funds ownership: 82.14%80.73% (-1.4%)

Holders
979
Holders Change
+79
Holders Change %
+8.78%
% of All Funds
14.14%
Holding in Top 10
8
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+700%
% of All Funds
0.12%
New
163
Increased
364
Reduced
275
Closed
69
Calls
$529M
Puts
$276M
Net Calls
+$253M
Net Calls Change
+$150M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
476
Concurrent Investment Advisors
Florida
$655K +$331K +17,938 +138%
EWA
477
EP Wealth Advisors
California
$651K +$95.5K +5,183 +20%
WLPWM
478
Walled Lake Planning & Wealth Management
Illinois
$646K +$774 +42 +0.1%
CCG
479
Ceeto Capital Group
Florida
$639K -$55.3K -3,000 -9%
RC
480
RBF Capital
California
$635K -$184K -10,000 -25%
NSEDCP
481
NJ State Employees Deferred Compensation Plan
New Jersey
$635K
APG
482
Abacus Planning Group
South Carolina
$635K +$69.5K +3,772 +14%
GL
483
Graypoint LLC
New York
$634K +$29.5K +1,600 +6%
CAM
484
Cacti Asset Management
Georgia
$631K
IWC
485
Integrated Wealth Concepts
Massachusetts
$628K +$155K +8,405 +40%
VSQM
486
V-Square Quantitative Management
Illinois
$623K -$80.5K -4,369 -13%
IAMOG
487
Investors Asset Management of Georgia
Georgia
$619K -$17.3K -937 -3%
TCM
488
Twin Capital Management
Pennsylvania
$618K -$4.29K -233 -0.8%
SCM
489
SOL Capital Management
Maryland
$617K -$14.7K -800 -3%
AAS
490
Avantax Advisory Services
Texas
$608K +$202K +10,952 +62%
FT
491
Fiduciary Trust
Massachusetts
$605K +$2.77K +150 +0.5%
KPWS
492
Kestra Private Wealth Services
Texas
$602K +$64.4K +3,492 +14%
AAIS
493
ABN AMRO Investment Solutions
$601K +$524K +28,412 New
Impax Asset Management Group
494
Impax Asset Management Group
United Kingdom
$601K +$523K +28,400 New
PCM
495
Prelude Capital Management
New York
$601K +$523K +28,396 New
SW
496
SVB Wealth
Massachusetts
$599K -$61.4K -3,331 -11%
OIAM
497
OFI Invest Asset Management
France
$595K -$3.94M -213,581 -88%
GT
498
Greenleaf Trust
Michigan
$582K +$33.2K +1,803 +7%
SA
499
Sage Advisors
Colorado
$580K +$3.71K +201 +0.7%
JIP
500
Jaffetilchin Investment Partners
Florida
$571K +$180K +9,743 +57%

HPE Hedge Fund Activity: Q2 2024 in Review

979 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q2 2024, worth a combined $22.2B — up 17% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 163 funds opened new HPE positions and 69 closed out — a net gain of 94 holders — while 364 added to existing stakes and 275 trimmed.

The largest buyer was Pacer Advisors, adding an estimated $425M. The largest seller was Dodge & Cox, cutting an estimated $880M.

  • 979 institutional investors held Hewlett Packard (HPE) as of Q2 2024, up from 900 in Q1 2024.
  • Funds reported $22.2B of Hewlett Packard stock for Q2 2024, up 17% quarter-over-quarter.
  • 163 funds opened new Hewlett Packard positions in Q2 2024 and 69 closed out, a net change of +94 holders.
  • The largest Hewlett Packard buyer in Q2 2024 was Pacer Advisors, an estimated $425M added.
  • The largest Hewlett Packard seller in Q2 2024 was Dodge & Cox, an estimated $880M sold.

Based on aggregated 13F filings for Q2 2024.