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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
AAP
601
Arax Advisory Partners
Colorado
$50K +$3.78K +228 +7%
CAPTRUST Financial Advisors
602
CAPTRUST Financial Advisors
North Carolina
$49K -$28.8K -1,738 -34%
MPPLM
603
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$49K -$1.04K -63 -2%
CAW
604
Cornerstone Advisors (Washington)
Washington
$49K +$1.51K +91 +3%
EWM
605
Elmwood Wealth Management
California
$48.9K
POIA
606
Pin Oak Investment Advisors
Texas
$48K
VCM
607
Vigilant Capital Management
Maine
$48K +$54.7K +3,300 New
HDIM
608
Hanson & Doremus Investment Management
Vermont
$47K +$232 +14 +0.4%
HR
609
Howe & Rusling
New York
$46K +$1.51K +91 +3%
CA
610
Centerpoint Advisors
Massachusetts
$45K -$19.2K -1,158 -27%
GWS
611
Glassman Wealth Services
Virginia
$45K -$580 -35 -1%
JA
612
JOYN Advisors
Georgia
$45K +$35.6K +2,144 +237%
EFSCE
613
Enterprise Financial Services Corp (EFSC)
Missouri
$44K -$995 -60 -2%
FCB
614
First Command Bank
Texas
$44K +$42.1K +2,536 +571%
FCFS
615
First Command Financial Services
Texas
$44K +$42.1K +2,536 +571%
ZB
616
Zions Bancorporation
Utah
$42K -$1.18K -71 -2%
VanEck Associates
617
VanEck Associates
New York
$42K
ML
618
McAdam LLC
Pennsylvania
$41K -$60.5K -3,646 -57%
JFA
619
JNBA Financial Advisors
Minnesota
$41K
NMC
620
Nine Masts Capital
Hong Kong
$41K +$31.4K +1,892 +206%
ED
621
Exane Derivatives
France
$40.7K +$31.2K +1,884 +216%
JCM
622
Jacobi Capital Management
Pennsylvania
$39K
First Manhattan
623
First Manhattan
New York
$38K +$1.69K +102 +4%
IWP
624
Icon Wealth Partners
Texas
$38K +$43K +2,596 New
FPFS
625
First Personal Financial Services
North Carolina
$36K -$50.3K -3,034 -55%

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.