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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
ED
551
Exane Derivatives
France
$92.8K +$79.2K +5,717 +3,248%
HPC
552
HM Payson & Co
Maine
$89K -$32K -2,310 -29%
SWM
553
Spire Wealth Management
Virginia
$88K +$77.7K +5,614 New
APA
554
American Portfolios Advisors
New York
$86.5K +$37.5K +2,708 +97%
GAM
555
Gemmer Asset Management
California
$76K -$4.85K -350 -7%
SBL
556
Sargent Bickham Lagudis
Colorado
$75K +$900 +65 +1%
WTC
557
WhitTier Trust Company
Nevada
$71K -$31.2K -2,250 -33%
LWM
558
Liberty Wealth Management
California
$71K
SN
559
Sittner & Nelson
Oregon
$67K
MA
560
MUFG Americas
New York
$66K -$845 -61 -1%
ETC
561
Exchange Traded Concepts
Oklahoma
$65K -$665 -48 -1%
CL
562
COWA LLC
Oklahoma
$64K +$55 +4 +0.1%
SCM
563
Silvant Capital Management
Georgia
$62K
EP
564
Eudaimonia Partners
Tennessee
$61K +$14 +1 +0%
EFSCE
565
Enterprise Financial Services Corp (EFSC)
Missouri
$60K
TI
566
Truehand Inc
New Hampshire
$60K
VanEck Associates
567
VanEck Associates
New York
$60K +$52.5K +3,794 New
KFS
568
Kelly Financial Services
Massachusetts
$59.2K +$374 +27 +0.7%
RFA
569
Reilly Financial Advisors
California
$59K
Carson Wealth (CWM LLC)
570
Carson Wealth (CWM LLC)
Nebraska
$57K
YAL
571
Your Advocates Ltd
Texas
$54K
TPCW
572
TD Private Client Wealth
New York
$52.4K +$845 +61 +2%
PMFA
573
Plante Moran Financial Advisors
Michigan
$52K +$31.4K +2,271 +216%
KFI
574
Key Financial Inc
Pennsylvania
$49K +$429 +31 +1%
PK
575
Pflug Koory
Nebraska
$48K

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.