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Hewlett Packard

900 hedge funds and large institutions have $18.9B invested in Hewlett Packard in 2024 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 320 increasing their positions, 304 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more call options, than puts

Call options by funds: $273M | Put options by funds: $169M

13% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 86

5% more repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 304

5% more capital invested

Capital invested by funds: $18.1B → $18.9B (+$850M)

0.23% more ownership

Funds ownership: 81.91%82.14% (+0.23%)

0% more funds holding

Funds holding: 900900 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
900
Holders Change
Holders Change %
0%
% of All Funds
12.96%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
97
Increased
320
Reduced
304
Closed
86
Calls
$273M
Puts
$169M
Net Calls
+$104M
Net Calls Change
+$21.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
526
Avantax Advisory Services
Texas
$315K +$13.3K +822 +5%
MIC
527
Meridian Investment Counsel
California
$314K
GRP
528
Global Retirement Partners
California
$314K +$3.49K +215 +1%
VF
529
VitalStone Financial
Texas
$311K +$284K +17,515 New
DBIA
530
Dumont & Blake Investment Advisors
New Jersey
$311K +$80.3K +4,943 +39%
Northwestern Mutual Wealth Management
531
Northwestern Mutual Wealth Management
Wisconsin
$310K -$53.7K -3,307 -16%
OP
532
Oldfield Partners
United Kingdom
$309K
TG
533
TCW Group
California
$306K -$48.8K -3,007 -15%
ZIM
534
Zacks Investment Management
Illinois
$306K +$8.46K +521 +3%
JIP
535
Jaffetilchin Investment Partners
Florida
$305K -$281K -17,308 -50%
AIP
536
Ameritas Investment Partners
Nebraska
$303K -$15.8K -974 -5%
CIBC World Market
537
CIBC World Market
Ontario, Canada
$301K +$275K +16,957 New
QI
538
Qtron Investments
Massachusetts
$298K
BCM
539
Brookstone Capital Management
Illinois
$298K -$35.8K -2,204 -12%
NRS
540
Neville Rodie & Shaw
New York
$297K
MAS
541
Meeder Advisory Services
Ohio
$295K -$22.4K -1,377 -8%
SQA
542
Simon Quick Advisors
New Jersey
$294K +$270K +16,608 New
RJT
543
Raymond James Trust
Florida
$294K +$73.2K +4,508 +37%
HCM
544
Huber Capital Management
California
$292K
EI
545
Ellevest Inc
New York
$290K -$19.5K -1,199 -7%
SFA
546
Sequoia Financial Advisors
Ohio
$285K -$30K -1,850 -10%
BFS
547
Bradley Foster & Sargent
Connecticut
$284K
MAM
548
MMA Asset Management
Pennsylvania
$284K -$536 -33 -0.2%
WRPWM
549
Werba Rubin Papier Wealth Management
California
$278K +$5.34K +329 +2%
SSA
550
Schonfeld Strategic Advisors
New York
$278K -$211K -12,991 -45%

HPE Hedge Fund Activity: Q1 2024 in Review

900 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q1 2024, worth a combined $18.9B — up 4.7% from $18.1B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new HPE positions and 86 closed out — a net gain of 11 holders — while 320 added to existing stakes and 304 trimmed.

The largest buyer was Barclays, adding an estimated $266M. The largest seller was Morgan Stanley, cutting an estimated $263M.

  • 900 institutional investors held Hewlett Packard (HPE) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $18.9B of Hewlett Packard stock for Q1 2024, up 4.7% quarter-over-quarter.
  • 97 funds opened new Hewlett Packard positions in Q1 2024 and 86 closed out, a net change of +11 holders.
  • The largest Hewlett Packard buyer in Q1 2024 was Barclays, an estimated $266M added.
  • The largest Hewlett Packard seller in Q1 2024 was Morgan Stanley, an estimated $263M sold.

Based on aggregated 13F filings for Q1 2024.