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Hewlett Packard

761 hedge funds and large institutions have $17.3B invested in Hewlett Packard in 2019 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 247 increasing their positions, 296 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more call options, than puts

Call options by funds: $30M | Put options by funds: $26.7M

1% more capital invested

Capital invested by funds: $17.2B → $17.3B (+$122M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.54% less ownership

Funds ownership: 81.25%80.71% (-0.54%)

5% less funds holding

Funds holding: 799761 (-38)

17% less repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 296

32% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 81

Holders
761
Holders Change
-38
Holders Change %
-4.76%
% of All Funds
16.53%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
55
Increased
247
Reduced
296
Closed
81
Calls
$30M
Puts
$26.7M
Net Calls
+$3.36M
Net Calls Change
-$2.13M
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
576
First Horizon Advisors
Tennessee
$105K -$9.68K -639 -8%
FWM
577
Focused Wealth Management
New York
$105K
YWP
578
YorkBridge Wealth Partners
New York
$104K
LWM
579
Liberty Wealth Management
California
$101K +$60.7K +4,005 +146%
RWA
580
Ropes Wealth Advisors
Massachusetts
$100K +$1.51K +100 +2%
CAPTRUST Financial Advisors
581
CAPTRUST Financial Advisors
North Carolina
$99K +$33K +2,176 +49%
Rockefeller Capital Management
582
Rockefeller Capital Management
New York
$87K -$26.3K -1,733 -23%
VCM
583
Versant Capital Management
Arizona
$83K -$1.43K -94 -2%
TWA
584
TCI Wealth Advisors
Arizona
$82K -$667 -44 -0.8%
RFA
585
Reilly Financial Advisors
California
$78K
ARMT
586
Amica Retiree Medical Trust
Rhode Island
$77K
ADL
587
Asset Dedication LLC
California
$76K +$30 +2 +0%
RIA
588
Realta Investment Advisors
Delaware
$76K +$93.2K +6,150 +7,987%
PK
589
Pflug Koory
Nebraska
$75K -$379 -25 -0.5%
ASN
590
Advisory Services Network
Georgia
$75K +$16.5K +1,086 +27%
DSC
591
Duncker Streett & Co
Missouri
$72K
SCM
592
Silvant Capital Management
Georgia
$71K
DWM
593
Destination Wealth Management
California
$69K +$38.5K +2,541 +124%
CTC
594
Central Trust Company
Missouri
$66K -$4.55K -300 -6%
GAM
595
Gemmer Asset Management
California
$66K
Acadian Asset Management
596
Acadian Asset Management
Massachusetts
$63K
CBT
597
Capital Bank & Trust
California
$61K
GLI
598
Guardian Life Insurance
New York
$60K +$424 +28 +0.7%
EFSCE
599
Enterprise Financial Services Corp (EFSC)
Missouri
$59K -$682 -45 -1%
Carson Wealth (CWM LLC)
600
Carson Wealth (CWM LLC)
Nebraska
$57K

HPE Hedge Fund Activity: Q2 2019 in Review

761 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q2 2019, worth a combined $17.3B — up 0.71% from $17.2B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of HPE and 55 opened new positions — a net loss of 26 holders — while 296 trimmed existing stakes and 247 added.

The largest buyer was Nuveen, adding an estimated $110M. The largest seller was Dodge & Cox, cutting an estimated $358M.

  • 761 institutional investors held Hewlett Packard (HPE) as of Q2 2019, down from 799 in Q1 2019.
  • Funds reported $17.3B of Hewlett Packard stock for Q2 2019, up 0.71% quarter-over-quarter.
  • 55 funds opened new Hewlett Packard positions in Q2 2019 and 81 closed out, a net change of -26 holders.
  • The largest Hewlett Packard buyer in Q2 2019 was Nuveen, an estimated $110M added.
  • The largest Hewlett Packard seller in Q2 2019 was Dodge & Cox, an estimated $358M sold.

Based on aggregated 13F filings for Q2 2019.