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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
PA
501
Parallel Advisors
California
$194K +$33.5K +2,020 +18%
TCOV
502
Trust Company of Vermont
Vermont
$192K +$26.1K +1,571 +14%
FSA
503
Franklin Street Advisors
North Carolina
$190K -$1.04K -63 -0.5%
S
504
SignatureFD
Georgia
$187K +$1.28K +77 +0.6%
DSI
505
Daiwa SB Investments
Japan
$186K +$56.9K +3,430 +37%
MML Investors Services
506
MML Investors Services
Massachusetts
$185K +$13.2K +794 +7%
SBH
507
Segall Bryant & Hamill
Illinois
$182K +$4.15K +250 +2%
ACA
508
Atlas Capital Advisors
Wyoming
$179K -$71.8K -4,332 -27%
SI
509
Sensato Investors
California
$179K -$16.1M -968,182 -99%
Los Angeles Capital Management
510
Los Angeles Capital Management
California
$179K
BCM
511
Bayesian Capital Management
New York
$178K -$1.54M -92,700 -88%
SVCP
512
Silicon Valley Capital Partners
California
$178K +$191K +11,545 New
FWM
513
Frontier Wealth Management
Missouri
$176K +$17 +1 +0%
BS
514
Boenning & Scattergood
Pennsylvania
$176K +$200K +12,055 New
BMO
515
Beck Mack & Oliver
New York
$175K -$4.15K -250 -2%
HCP
516
Holt Capital Partners
Texas
$175K
LDB
517
Lee, Danner & Bass
Tennessee
$175K
BAC
518
Boys Arnold & Co
North Carolina
$175K +$16.6K +1,000 +9%
SFA
519
Spectrum Financial Alliance
Kentucky
$175K +$84.3K +5,084 +73%
CCIA
520
Campbell & Co Investment Adviser
Maryland
$175K +$199K +12,000 New
GA
521
GFS Advisors
Texas
$170K
AWA
522
ARS Wealth Advisors
Florida
$170K +$193K +11,614 New
FMII
523
Farmers & Merchants Investments Inc
Nebraska
$168K
BHWM
524
Bar Harbor Wealth Management
New Hampshire
$167K
AW
525
Alpha Windward
Massachusetts
$166K -$47.9K -2,887 -20%

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.