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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
TI
601
Truehand Inc
New Hampshire
$57K
PO
602
Private Ocean
California
$57K +$19.3K +1,272 +49%
THWM
603
Taylor Hoffman Wealth Management
Virginia
$52K
PCG
604
Private Capital Group
Connecticut
$49K -$9.28K -612 -15%
POIA
605
Pin Oak Investment Advisors
Texas
$49K
VCM
606
Vigilant Capital Management
Maine
$49K
FGAM
607
Financial Gravity Asset Management
Texas
$48K -$10.6K -701 -18%
BWA
608
BDO Wealth Advisors
Florida
$48K -$2.27K -150 -4%
CA
609
Centerpoint Advisors
Massachusetts
$46K
LPWM
610
Lake Point Wealth Management
Texas
$46K
JFA
611
JNBA Financial Advisors
Minnesota
$46K +$4.55K +300 +11%
VFA
612
Valeo Financial Advisors
Indiana
$46K +$10.1K +664 +28%
GRP
613
Global Retirement Partners
California
$46K +$37.7K +2,485 +438%
FCB
614
First Command Bank
Texas
$45K
FCFS
615
First Command Financial Services
Texas
$45K
HI
616
Hudock Inc
Pennsylvania
$44K +$182 +12 +0.4%
EWM
617
Elmwood Wealth Management
California
$43K
CIA
618
CSat Investment Advisory
Michigan
$43K +$30.2K +1,994 +232%
JCM
619
Jacobi Capital Management
Pennsylvania
$40K
GT
620
Glenmede Trust
Pennsylvania
$38.9K +$34.6M +2,280,250 +713%
First Manhattan
621
First Manhattan
New York
$38K
GWMIA
622
Global Wealth Management Investment Advisory
Florida
$38K +$379 +25 +1%
KFS
623
Kelly Financial Services
Massachusetts
$37.6K +$30 +2 +0.1%
BFC
624
Bedel Financial Consulting
Indiana
$36K
TL
625
TrueWealth LLC
Georgia
$36K +$15.2K +1,000 +73%

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.