We are live on ! Find out more
HPE icon

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
BWAM
526
Boyd Watterson Asset Management
Ohio
$165K -$16.6K -1,000 -8%
WB
527
WesBanco Bank
West Virginia
$165K -$415 -25 -0.2%
BC
528
Burney Company
Virginia
$164K +$17.2K +1,035 +10%
IB
529
Intrust Bank
Kansas
$161K -$183K -11,033 -50%
WF
530
Welch & Forbes
Massachusetts
$161K +$182K +10,981 New
AL
531
Aspiriant LLC
California
$160K -$10.8K -650 -6%
KWA
532
KCS Wealth Advisory
California
$160K -$3.43K -207 -2%
FWCM
533
Ferguson Wellman Capital Management
Oregon
$158K +$11.3K +682 +7%
HA
534
Harfst & Associates
Wyoming
$158K +$180K +10,832 New
GW
535
GW & Wade
Massachusetts
$156K +$83 +5 +0%
EWM
536
Evercore Wealth Management
New York
$156K +$177K +10,700 New
VCM
537
Versant Capital Management
Arizona
$152K -$7.96K -480 -4%
LJHT
538
Laurie J. Hall Trustee
$152K
C
539
Cerebellum
California
$152K +$172K +10,378 New
CWA
540
Cypress Wealth Advisors
California
$151K +$172K +10,355 New
FTC
541
Farmers Trust Company
Ohio
$150K
NSIM
542
North Star Investment Management
Illinois
$150K +$17 +1 +0%
Northwestern Mutual Wealth Management
543
Northwestern Mutual Wealth Management
Wisconsin
$150K +$7.23K +436 +4%
AIM
544
Anchor Investment Management
South Carolina
$150K
RJT
545
Raymond James Trust
Florida
$148K +$168K +10,147 New
FHA
546
First Horizon Advisors
Tennessee
$147K +$1.04K +63 +0.6%
GBBWRPM
547
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$145K +$9.14K +551 +6%
RCAG
548
Rehmann Capital Advisory Group
Michigan
$140K -$17.5K -1,054 -10%
ECM
549
Estabrook Capital Management
New York
$137K -$39.8K -2,400 -20%
WB
550
Webster Bank
Connecticut
$137K

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.