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Hewlett Packard

769 hedge funds and large institutions have $18B invested in Hewlett Packard in 2018 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 257 increasing their positions, 250 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 69

3% more repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 250

0.8% more ownership

Funds ownership: 80.78%81.58% (+0.8%)

1% less funds holding

Funds holding: 775769 (-6)

18% less capital invested

Capital invested by funds: $22B → $18B (-$3.94B)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

47% less call options, than puts

Call options by funds: $40.9M | Put options by funds: $77.1M

Holders
769
Holders Change
-6
Holders Change %
-0.77%
% of All Funds
17.61%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.09%
New
71
Increased
257
Reduced
250
Closed
69
Calls
$40.9M
Puts
$77.1M
Net Calls
-$36.2M
Net Calls Change
-$19.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PWAG
576
Polaris Wealth Advisory Group
California
$74K
CTC
577
Central Trust Company
Missouri
$72K
IUHSA
578
Itau Unibanco Holding S.A.
Brazil
$71K +$81.1K +4,892 New
DSC
579
Duncker Streett & Co
Missouri
$70K
SCM
580
Silvant Capital Management
Georgia
$70K
Carson Wealth (CWM LLC)
581
Carson Wealth (CWM LLC)
Nebraska
$65K -$17.8K -1,072 -19%
GAM
582
Gemmer Asset Management
California
$65K +$45.4K +2,738 +158%
CF
583
Centaurus Financial
California
$65K +$74.1K +4,468 New
CCM
584
Covington Capital Management
California
$63K
EA
585
Edge Advisors
Georgia
$63K
LFA
586
Legacy Financial Advisors
Kentucky
$63K
GLI
587
Guardian Life Insurance
New York
$62K +$9.14K +551 +15%
RFA
588
Reilly Financial Advisors
California
$61K
SLF
589
Sun Life Financial
Ontario, Canada
$60K +$66.5K +4,010 +3,183%
PK
590
Pflug Koory
Nebraska
$58K +$3.32K +200 +5%
ASN
591
Advisory Services Network
Georgia
$56K +$6.9K +416 +13%
KA
592
Kaizen Advisory
Illinois
$55K +$36.5K +2,202 +142%
HMS
593
Hanseatic Management Services
New Mexico
$54K +$61.5K +3,708 New
OIA
594
OneDigital Investment Advisors
Kansas
$52K -$2.67K -161 -4%
PCG
595
Private Capital Group
Connecticut
$52K -$50 -3 -0.1%
HI
596
Hudock Inc
Pennsylvania
$52K +$166 +10 +0.3%
VFA
597
Valeo Financial Advisors
Indiana
$52K +$13.4K +806 +32%
RWP
598
RWA Wealth Partners
Massachusetts
$52K +$20.2K +1,216 +52%
BWA
599
BDO Wealth Advisors
Florida
$52K +$29.8K +1,800 +104%
THWM
600
Taylor Hoffman Wealth Management
Virginia
$51K

HPE Hedge Fund Activity: Q2 2018 in Review

769 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q2 2018, worth a combined $18B — down 18% from $22B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new HPE positions and 69 closed out — a net gain of 2 holders — while 257 added to existing stakes and 250 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $133M. The largest seller was Dodge & Cox, cutting an estimated $617M.

  • 769 institutional investors held Hewlett Packard (HPE) as of Q2 2018, down from 775 in Q1 2018.
  • Funds reported $18B of Hewlett Packard stock for Q2 2018, down 18% quarter-over-quarter.
  • 71 funds opened new Hewlett Packard positions in Q2 2018 and 69 closed out, a net change of +2 holders.
  • The largest Hewlett Packard buyer in Q2 2018 was Morgan Stanley, an estimated $133M added.
  • The largest Hewlett Packard seller in Q2 2018 was Dodge & Cox, an estimated $617M sold.

Based on aggregated 13F filings for Q2 2018.