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Hewlett Packard

848 hedge funds and large institutions have $17.9B invested in Hewlett Packard in 2022 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 332 increasing their positions, 238 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

39% more repeat investments, than reductions

Existing positions increased: 332 | Existing positions reduced: 238

31% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 84

5% more capital invested

Capital invested by funds: $17B → $17.9B (+$850M)

2% more funds holding

Funds holding: 833848 (+15)

6% less call options, than puts

Call options by funds: $53M | Put options by funds: $56.4M

1% less ownership

Funds ownership: 83.54%82.54% (-1%)

Holders
848
Holders Change
+15
Holders Change %
+1.8%
% of All Funds
13.38%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
110
Increased
332
Reduced
238
Closed
84
Calls
$53M
Puts
$56.4M
Net Calls
-$3.46M
Net Calls Change
+$74.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
551
Capital Asset Advisory Services
Michigan
$219K +$29.1K +1,735 +15%
TAM
552
Trust Asset Management
Texas
$218K +$7.68K +458 +4%
PWPS
553
Pinnacle Wealth Planning Services
Ohio
$218K +$219K +13,061 New
CPO
554
Cerity Partners OCIO
New York
$216K -$463K -27,592 -68%
CIBC World Market
555
CIBC World Market
Ontario, Canada
$214K +$2.95K +176 +1%
STC
556
Sarah T. Connolly
$213K
CA
557
Calton & Associates
Florida
$209K -$19.3K -1,151 -8%
APP
558
Avantax Planning Partners
Iowa
$205K -$8.38K -500 -4%
AMIM
559
Aull & Monroe Investment Management
Alabama
$204K
RB
560
Renasant Bank
Mississippi
$204K +$204K +12,187 New
BS
561
Boenning & Scattergood
Pennsylvania
$203K
Carson Wealth (CWM LLC)
562
Carson Wealth (CWM LLC)
Nebraska
$202K +$43.7K +2,605 +27%
UB
563
UMB Bank
Missouri
$200K -$2.13K -127 -1%
KPWS
564
Kestra Private Wealth Services
Texas
$198K -$12.3K -734 -6%
AAM
565
Auxier Asset Management
Oregon
$198K
WWM
566
Western Wealth Management
Colorado
$198K +$198K +11,803 New
FHA
567
First Horizon Advisors
Tennessee
$197K -$165K -9,825 -45%
LSPW
568
Lake Street Private Wealth
Illinois
$196K -$15.8K -940 -7%
FMLI
569
Fukoku Mutual Life Insurance
Japan
$196K
BC
570
Burney Company
Virginia
$196K +$6.27K +374 +3%
LGF
571
LGT Group Foundation
Liechtenstein
$195K
SEC
572
Seven Eight Capital
New York
$194K -$46K -2,745 -19%
Fisher Asset Management
573
Fisher Asset Management
Washington
$194K -$2.4K -143 -1%
CAP
574
Columbia Advisory Partners
Washington
$193K +$7.44K +444 +4%
CI
575
Conning Inc
Connecticut
$190K +$84 +5 +0%

HPE Hedge Fund Activity: Q1 2022 in Review

848 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q1 2022, worth a combined $17.9B — up 5% from $17B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new HPE positions and 84 closed out — a net gain of 26 holders — while 332 added to existing stakes and 238 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $220M. The largest seller was Hotchkis & Wiley Capital Management, exiting entirely with an estimated $322M sold.

  • 848 institutional investors held Hewlett Packard (HPE) as of Q1 2022, up from 833 in Q4 2021.
  • Funds reported $17.9B of Hewlett Packard stock for Q1 2022, up 5% quarter-over-quarter.
  • 110 funds opened new Hewlett Packard positions in Q1 2022 and 84 closed out, a net change of +26 holders.
  • The largest Hewlett Packard buyer in Q1 2022 was Bank of New York Mellon, an estimated $220M added.
  • The largest Hewlett Packard seller in Q1 2022 was Hotchkis & Wiley Capital Management, an estimated $322M sold.

Based on aggregated 13F filings for Q1 2022.