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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
CCAL
551
City Center Advisors LLC
Michigan
$277K +$253K +15,600 New
SP
552
Systematic Portfolios
New York
$275K +$252K +15,526 New
AWS
553
Atria Wealth Solutions
New York
$272K +$6.19K +381 +3%
ACM
554
Avalon Capital Management
California
$268K
JF
555
Jump Financial
Illinois
$266K +$244K +15,023 New
RF
556
RHS Financial
California
$266K
PF
557
Phoenix Financial
Israel
$265K +$244K +15,000 New
VST
558
Van Strum & Towne
California
$265K -$788K -48,530 -76%
TIAA Trust, National Association
559
TIAA Trust, National Association
North Carolina
$264K -$13.3K -818 -5%
TAM
560
Trust Asset Management
Texas
$264K
ICM
561
IMS Capital Management
Oregon
$263K +$241K +14,850 New
SWP
562
Stratos Wealth Partners
Ohio
$263K -$4.43K -273 -2%
AG
563
Ascent Group
Virginia
$263K -$933K -57,478 -79%
QCG
564
Quadrant Capital Group
Ohio
$262K +$5.31K +327 +2%
HCA
565
Harbor Capital Advisors
Illinois
$262K -$9.95K -613 -4%
BCWM
566
Bartlett & Co Wealth Management
Ohio
$262K +$16.5K +1,016 +7%
CGL
567
Clarius Group LLC
Washington
$260K -$32.8K -2,017 -12%
CCFM
568
Clear Creek Financial Management
Washington
$259K +$58.6K +3,611 +33%
VF
569
Vest Financial
Virginia
$257K +$236K +14,510 New
ST
570
Spinnaker Trust
Maine
$251K
SFI
571
Siemens Fonds Invest
Germany
$249K -$9.47K -583 -4%
PAM
572
Pinpoint Asset Management
Hong Kong
$248K +$227K +14,000 New
QIM
573
Quantitative Investment Management
Virginia
$248K -$1.02M -63,030 -82%
IRC
574
Investors Research Corp
Georgia
$247K -$5.15K -317 -2%
PA
575
Perennial Advisors
New York
$246K

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.