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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
BRWA
526
B. Riley Wealth Advisors
Florida
$162K +$148K +10,658 New
EF
527
Empirical Finance
Pennsylvania
$161K
CAAS
528
Capital Asset Advisory Services
Michigan
$161K +$135K +9,721 +1,852%
FMLI
529
Fukoku Mutual Life Insurance
Japan
$151K
OC
530
Oakworth Capital
Alabama
$147K +$18K +1,300 +16%
S
531
SignatureFD
Georgia
$145K +$19.1K +1,376 +18%
Federated Hermes
532
Federated Hermes
Pennsylvania
$145K +$128K +9,231 +230,775%
VRM
533
Vectors Research Management
New York
$143K
QCG
534
Quadrant Capital Group
Ohio
$138K +$4.29K +310 +4%
FHC
535
First Horizon Corporation
Tennessee
$137K +$3.93K +284 +3%
CFGS
536
Concourse Financial Group Securities
Alabama
$133K +$98.4K +7,104 +541%
HCM
537
Highlander Capital Management
New Jersey
$132K
GWM
538
Geneos Wealth Management
Colorado
$129K -$3.54K -256 -3%
TCOV
539
Trust Company of Vermont
Vermont
$126K -$2.77K -200 -2%
WB
540
Webster Bank
Connecticut
$126K
FMT
541
First Mercantile Trust
Tennessee
$118K -$9.73K -703 -9%
LJHT
542
Laurie J. Hall Trustee
$118K -$5.22K -377 -5%
CA
543
Clearstead Advisors
Ohio
$115K
CFG
544
CKW Financial Group
Hawaii
$111K
Bank Julius Baer & Co
545
Bank Julius Baer & Co
Switzerland
$110K -$332K -23,953 -77%
IA
546
IFP Advisors
Florida
$102K -$14.1K -1,020 -14%
FP
547
Financial Perspectives
Minnesota
$101K +$20.6K +1,489 +1,474%
ECM
548
Estabrook Capital Management
New York
$101K
HFA
549
Hoover Financial Advisors
Pennsylvania
$100K
MIFH
550
Migdal Insurance & Financial Holdings
Israel
$93K -$14K -1,014 -15%

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.