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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
AWA
501
ARS Wealth Advisors
Florida
$178K +$125 +9 +0.1%
BC
502
Burney Company
Virginia
$178K +$6.99K +505 +5%
LSPW
503
Lake Street Private Wealth
Illinois
$178K +$157K +11,322 New
CP
504
Capital Planning
Washington
$177K
CAN
505
Claraphi Advisory Network
United States
$177K +$5.94K +429 +4%
VCG
506
Vantage Consulting Group
Virginia
$176K +$18.5K +1,334 +14%
PCMC
507
Paragon Capital Management (Colorado)
Colorado
$175K
PAM
508
Palisade Asset Management
Minnesota
$173K -$146K -10,545 -49%
HIMC
509
Heritage Investors Management Corp
Maryland
$172K -$111K -8,003 -42%
RJT
510
Raymond James Trust
Florida
$171K -$429 -31 -0.3%
BIP
511
Blueprint Investment Partners
North Carolina
$170K +$149K +10,781 New
AIM
512
Anchor Investment Management
South Carolina
$170K
PCA
513
Personal Capital Advisors
California
$169K -$41K -2,963 -22%
UB
514
UMB Bank
Missouri
$168K -$3.06K -221 -2%
OFS
515
OneAscent Financial Services
Alabama
$168K -$1.72K -124 -1%
APP
516
Avantax Planning Partners
Iowa
$168K +$148K +10,688 New
FMII
517
Farmers & Merchants Investments Inc
Nebraska
$166K
FHA
518
First Horizon Advisors
Tennessee
$166K +$70.5K +5,092 +93%
RWA
519
River Wealth Advisors
Pennsylvania
$165K -$6.92K -500 -5%
FWCM
520
Ferguson Wellman Capital Management
Oregon
$165K
RCM
521
Radnor Capital Management
Pennsylvania
$164K -$29.1K -2,103 -17%
WS
522
Wedbush Securities
California
$164K -$346 -25 -0.2%
PCS
523
Personal CFO Solutions
New Jersey
$163K +$144K +10,384 New
DADC
524
D.A. Davidson & Co
Montana
$162K +$143K +10,290 New
KPW
525
Kore Private Wealth
New York
$162K +$143K +10,308 New

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.