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Hewlett Packard

1,016 hedge funds and large institutions have $22.1B invested in Hewlett Packard in 2024 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 402 increasing their positions, 301 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $629M | Put options by funds: $400M

54% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 89

34% more repeat investments, than reductions

Existing positions increased: 402 | Existing positions reduced: 301

4% more funds holding

Funds holding: 9791,016 (+37)

2.44% more ownership

Funds ownership: 80.73%83.17% (+2.4%)

0% less capital invested

Capital invested by funds: $22.2B → $22.1B (-$110M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
1,016
Holders Change
+37
Holders Change %
+3.78%
% of All Funds
14.59%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
137
Increased
402
Reduced
301
Closed
89
Calls
$629M
Puts
$400M
Net Calls
+$229M
Net Calls Change
-$24.2M
Name Holding Trade Value Shares
Change
Change in
Stake
WI
551
WBI Investments
New Jersey
$484K +$452K +23,660 New
WRPWM
552
Werba Rubin Papier Wealth Management
California
$483K +$11.1K +581 +3%
PMAM
553
Penn Mutual Asset Management
Pennsylvania
$475K +$138K +7,200 +45%
FFM
554
Forum Financial Management
Illinois
$473K -$11.4K -597 -3%
SAM
555
Smartleaf Asset Management
Massachusetts
$472K +$407K +21,290 +982%
ECM
556
Evergreen Capital Management
Washington
$472K +$11.5K +603 +3%
CCM
557
Coldstream Capital Management
Washington
$471K +$31.1K +1,627 +8%
CCAL
558
City Center Advisors LLC
Michigan
$470K +$141K +7,391 +47%
CAM
559
Cidel Asset Management
Ontario, Canada
$467K
BAM
560
Belpointe Asset Management
Nevada
$462K +$432K +22,582 New
EWP
561
Elevation Wealth Partners
California
$460K -$4.78K -250 -1%
CAM
562
Carret Asset Management
New York
$457K
RG
563
Rathbones Group
United Kingdom
$455K +$1.4K +73 +0.3%
CC
564
Centiva Capital
New York
$452K -$2.74M -143,369 -87%
ZIG
565
Zuckerman Investment Group
Illinois
$450K +$420K +22,000 New
IMC Chicago
566
IMC Chicago
Illinois
$442K -$4.73M -247,649 -92%
MFG
567
MidWestOne Financial Group
Iowa
$440K -$13.7K -715 -3%
VF
568
Vest Financial
Virginia
$440K +$117K +6,121 +40%
WF
569
Welch & Forbes
Massachusetts
$439K -$56.4K -2,950 -12%
SAM
570
Silvercrest Asset Management
New York
$433K
KNW
571
Kesler Norman & Wride
Utah
$432K +$404K +21,122 New
CCA
572
Checchi Capital Advisers
California
$430K +$19K +995 +5%
HIP
573
HUB Investment Partners
Texas
$428K +$10.2K +535 +3%
SWIG
574
Strategic Wealth Investment Group
Kentucky
$422K +$1.78K +93 +0.4%
IPW
575
Inlet Private Wealth
Florida
$421K

HPE Hedge Fund Activity: Q3 2024 in Review

1,016 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q3 2024, worth a combined $22.1B — down 0.49% from $22.2B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new HPE positions and 89 closed out — a net gain of 48 holders — while 402 added to existing stakes and 301 trimmed.

The largest buyer was Ameriprise, adding an estimated $296M. The largest seller was Arrowstreet Capital, cutting an estimated $371M.

  • 1,016 institutional investors held Hewlett Packard (HPE) as of Q3 2024, up from 979 in Q2 2024.
  • Funds reported $22.1B of Hewlett Packard stock for Q3 2024, down 0.49% quarter-over-quarter.
  • 137 funds opened new Hewlett Packard positions in Q3 2024 and 89 closed out, a net change of +48 holders.
  • The largest Hewlett Packard buyer in Q3 2024 was Ameriprise, an estimated $296M added.
  • The largest Hewlett Packard seller in Q3 2024 was Arrowstreet Capital, an estimated $371M sold.

Based on aggregated 13F filings for Q3 2024.