We are live on ! Find out more
HPE icon

Hewlett Packard

761 hedge funds and large institutions have $17.3B invested in Hewlett Packard in 2019 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 247 increasing their positions, 296 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more call options, than puts

Call options by funds: $30M | Put options by funds: $26.7M

1% more capital invested

Capital invested by funds: $17.2B → $17.3B (+$122M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.54% less ownership

Funds ownership: 81.25%80.71% (-0.54%)

5% less funds holding

Funds holding: 799761 (-38)

17% less repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 296

32% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 81

Holders
761
Holders Change
-38
Holders Change %
-4.76%
% of All Funds
16.53%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
55
Increased
247
Reduced
296
Closed
81
Calls
$30M
Puts
$26.7M
Net Calls
+$3.36M
Net Calls Change
-$2.13M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
501
Cedar Wealth Management
California
$196K
Los Angeles Capital Management
502
Los Angeles Capital Management
California
$195K +$9.8K +647 +5%
LWCFA
503
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$193K -$27.3K -1,800 -12%
EA
504
Elm Advisors
California
$192K
CG
505
Cynosure Group
Utah
$192K +$195K +12,845 New
BOTW
506
Bank of the West
California
$191K -$27.6K -1,818 -12%
MAFM
507
Mid Atlantic Financial Management
Pennsylvania
$191K +$7K +462 +4%
IAMOG
508
Investors Asset Management of Georgia
Georgia
$190K -$3.41K -225 -2%
SI
509
Stephens Inc
Arkansas
$189K -$39.6K -2,615 -17%
CCA
510
Checchi Capital Advisers
California
$189K -$3.03K -200 -2%
SBH
511
Segall Bryant & Hamill
Illinois
$189K +$16.7K +1,100 +10%
PI
512
Putnam Investments
Massachusetts
$188K
RCM
513
Radnor Capital Management
Pennsylvania
$187K
WSC
514
Wellington Shields & Co
New York
$187K
KWA
515
KCS Wealth Advisory
California
$185K +$35.7K +2,355 +23%
AWM
516
Alterna Wealth Management
Texas
$184K +$10.9K +720 +6%
TCOV
517
Trust Company of Vermont
Vermont
$183K +$1.46K +96 +0.8%
CWP
518
Capital Wealth Planning
Florida
$182K +$184K +12,161 New
Janney Montgomery Scott
519
Janney Montgomery Scott
Pennsylvania
$181K -$56K -3,696 -23%
BC
520
Burney Company
Virginia
$181K +$6.7K +442 +4%
HCP
521
Holt Capital Partners
Texas
$179K
LDB
522
Lee, Danner & Bass
Tennessee
$179K +$1.2K +79 +0.7%
NJBEST
523
New Jersey Better Educational Savings Trust
New Jersey
$179K +$182K +12,000 New
BS
524
Boenning & Scattergood
Pennsylvania
$178K
PNC
525
Park National Corp
Ohio
$177K -$3.85K -254 -2%

HPE Hedge Fund Activity: Q2 2019 in Review

761 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q2 2019, worth a combined $17.3B — up 0.71% from $17.2B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of HPE and 55 opened new positions — a net loss of 26 holders — while 296 trimmed existing stakes and 247 added.

The largest buyer was Nuveen, adding an estimated $110M. The largest seller was Dodge & Cox, cutting an estimated $358M.

  • 761 institutional investors held Hewlett Packard (HPE) as of Q2 2019, down from 799 in Q1 2019.
  • Funds reported $17.3B of Hewlett Packard stock for Q2 2019, up 0.71% quarter-over-quarter.
  • 55 funds opened new Hewlett Packard positions in Q2 2019 and 81 closed out, a net change of -26 holders.
  • The largest Hewlett Packard buyer in Q2 2019 was Nuveen, an estimated $110M added.
  • The largest Hewlett Packard seller in Q2 2019 was Dodge & Cox, an estimated $358M sold.

Based on aggregated 13F filings for Q2 2019.