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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
WAM
551
Wealthspire Advisors (Maryland)
Maryland
$125K -$7.68K -463 -5%
MIFH
552
Migdal Insurance & Financial Holdings
Israel
$124K +$140K +8,431 +16,531%
FMLI
553
Fukoku Mutual Life Insurance
Japan
$123K
HCM
554
Highlander Capital Management
New Jersey
$123K
PGWM
555
Parisi Gray Wealth Management
New Jersey
$123K +$8.29K +500 +6%
Fifth Third Bancorp
556
Fifth Third Bancorp
Ohio
$121K -$5.66K -341 -4%
OC
557
Oakworth Capital
Alabama
$118K
CFG
558
CKW Financial Group
Hawaii
$110K
CBT
559
Capital Bank & Trust
California
$109K
HRC
560
Hoertkorn Richard Charles
$107K
YWP
561
YorkBridge Wealth Partners
New York
$102K
RWA
562
Ropes Wealth Advisors
Massachusetts
$99K
WTC
563
WhitTier Trust Company
Nevada
$97K
TWA
564
TCI Wealth Advisors
Arizona
$95K -$1.66K -100 -2%
BDS
565
Banco de Sabadell
Florida
$90K
AF
566
Advisornet Financial
Minnesota
$89K -$38.6K -2,330 -28%
SWM
567
SeaCrest Wealth Management
New York
$88K +$8.29K +500 +9%
FMT
568
First Mercantile Trust
Tennessee
$86K +$97.8K +5,900 New
FGAM
569
Financial Gravity Asset Management
Texas
$84K -$3.18K -192 -3%
BFEC
570
Benjamin F. Edwards & Company
Missouri
$82K
Rockefeller Capital Management
571
Rockefeller Capital Management
New York
$79K +$9.19K +554 +11%
SPIA
572
Steward Partners Investment Advisory
New York
$78K +$72.8K +4,388 +447%
CAM
573
Close Asset Management
United Kingdom
$77K
ARMT
574
Amica Retiree Medical Trust
Rhode Island
$76K
ADL
575
Asset Dedication LLC
California
$76K +$116 +7 +0.1%

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.