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Hewlett Packard

856 hedge funds and large institutions have $17.7B invested in Hewlett Packard in 2023 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 294 increasing their positions, 292 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more call options, than puts

Call options by funds: $131M | Put options by funds: $81.3M

30% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 71

2% more funds holding

Funds holding: 840856 (+16)

3% more capital invested

Capital invested by funds: $17.1B → $17.7B (+$585M)

1% more repeat investments, than reductions

Existing positions increased: 294 | Existing positions reduced: 292

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.56% less ownership

Funds ownership: 82.15%81.59% (-0.56%)

Holders
856
Holders Change
+16
Holders Change %
+1.9%
% of All Funds
13.44%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
92
Increased
294
Reduced
292
Closed
71
Calls
$131M
Puts
$81.3M
Net Calls
+$49.5M
Net Calls Change
+$42.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CIC
551
Cornercap Investment Counsel
Georgia
$234K -$723K -47,272 -77%
DI
552
DFPG Investments
Utah
$231K +$205K +13,400 New
APP
553
Avantax Planning Partners
Iowa
$225K +$8.09K +529 +4%
SSW
554
Smith Shellnut Wilson
Mississippi
$222K
SSA
555
Schonfeld Strategic Advisors
New York
$222K +$202K +13,200 New
I
556
IMPACTfolio
Colorado
$221K +$12.4K +811 +7%
RJT
557
Raymond James Trust
Florida
$221K +$20.1K +1,317 +11%
DBIA
558
Dumont & Blake Investment Advisors
New Jersey
$221K +$201K +13,130 New
PWPS
559
Pinnacle Wealth Planning Services
Ohio
$220K -$138 -9 -0.1%
AAM
560
Auxier Asset Management
Oregon
$219K +$21.4K +1,400 +12%
CC
561
Corton Capital
Ontario, Canada
$218K -$163K -10,641 -45%
STC
562
Sarah T. Connolly
$214K
FCH
563
Freestone Capital Holdings
Washington
$214K -$3.84K -251 -2%
CCB
564
Cutter & Co Brokerage
Missouri
$213K -$4.39K -287 -2%
EFM
565
E Fund Management
China
$212K -$18.2K -1,193 -9%
MNBTD
566
Moody National Bank Trust Division
Texas
$211K
HA
567
Herold Advisors
New York
$209K
MC
568
Moors & Cabot
Massachusetts
$207K +$596 +39 +0.3%
LWM
569
Lyell Wealth Management
California
$204K -$161K -10,521 -46%
LSPW
570
Lake Street Private Wealth
Illinois
$202K -$80.1K -5,236 -30%
HI
571
Humankind Investments
New York
$201K +$183K +11,955 New
PP
572
PDS Planning
Ohio
$201K +$183K +11,946 New
Credit Agricole
573
Credit Agricole
France
$200K -$144K -9,412 -44%
PW
574
Peninsula Wealth
California
$200K +$2.58K +169 +1%
AGC
575
Aspen Grove Capital
Colorado
$198K +$8.27K +541 +5%

HPE Hedge Fund Activity: Q2 2023 in Review

856 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q2 2023, worth a combined $17.7B — up 3.4% from $17.1B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new HPE positions and 71 closed out — a net gain of 21 holders — while 294 added to existing stakes and 292 trimmed.

The largest buyer was Millennium Management, adding an estimated $93.5M. The largest seller was Bank of America, cutting an estimated $326M.

  • 856 institutional investors held Hewlett Packard (HPE) as of Q2 2023, up from 840 in Q1 2023.
  • Funds reported $17.7B of Hewlett Packard stock for Q2 2023, up 3.4% quarter-over-quarter.
  • 92 funds opened new Hewlett Packard positions in Q2 2023 and 71 closed out, a net change of +21 holders.
  • The largest Hewlett Packard buyer in Q2 2023 was Millennium Management, an estimated $93.5M added.
  • The largest Hewlett Packard seller in Q2 2023 was Bank of America, an estimated $326M sold.

Based on aggregated 13F filings for Q2 2023.