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Hewlett Packard

755 hedge funds and large institutions have $16.8B invested in Hewlett Packard in 2021 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 247 increasing their positions, 261 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

32% more capital invested

Capital invested by funds: $12.7B → $16.8B (+$4.07B)

5% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 75

0.59% more ownership

Funds ownership: 81.62%82.21% (+0.59%)

1% less funds holding

Funds holding: 760755 (-5)

5% less repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 261

49% less call options, than puts

Call options by funds: $44.9M | Put options by funds: $88.2M

Holders
755
Holders Change
-5
Holders Change %
-0.66%
% of All Funds
13.26%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
79
Increased
247
Reduced
261
Closed
75
Calls
$44.9M
Puts
$88.2M
Net Calls
-$43.3M
Net Calls Change
-$12.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
601
CX Institutional
Indiana
$31K +$4.38K +316 +19%
CCM
602
Covington Capital Management
California
$30K
MA
603
Montag & Associates
Georgia
$30K
EI
604
Ellevest Inc
New York
$29K +$1.26K +91 +5%
EWM
605
Elmwood Wealth Management
California
$28K +$24.8K +1,792 New
WP
606
WealthShield Partners
North Carolina
$28K +$25K +1,806 New
CBT
607
CoreFirst Bank & Trust
Kansas
$27K
VNA
608
Valley National Advisers
Pennsylvania
$27K
ZB
609
Zions Bancorporation
Utah
$27K +$11.7K +843 +96%
Credit Agricole
610
Credit Agricole
France
$25K -$7.39K -534 -25%
First Manhattan
611
First Manhattan
New York
$25K
TWM
612
Tradition Wealth Management
Minnesota
$25K
BWM
613
BerganKDV Wealth Management
Minnesota
$25K +$14 +1 +0.1%
CWP
614
Concord Wealth Partners
Virginia
$25K +$22.3K +1,611 New
IFAM
615
Institutional & Family Asset Management
Colorado
$24K -$1.29K -93 -6%
MCM
616
Manchester Capital Management
Vermont
$23K
VC
617
Veracity Capital
Georgia
$23K +$14 +1 +0%
PWMG
618
Prestige Wealth Management Group
New Jersey
$23K +$28 +2 +0.1%
SWA
619
Sutton Wealth Advisors
Florida
$21.2K
BDS
620
Banco de Sabadell
Florida
$21K
FF
621
FourThought Financial
Florida
$21K +$17.6K +1,270 +1,608%
TAIM
622
TD Ameritrade Investment Management
Nebraska
$20K
EW
623
Evoke Wealth
California
$20K +$3.53K +255 +26%
HDIM
624
Hanson & Doremus Investment Management
Vermont
$19K
VFA
625
Valeo Financial Advisors
Indiana
$19K

HPE Hedge Fund Activity: Q1 2021 in Review

755 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q1 2021, worth a combined $16.8B — up 32% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new HPE positions and 75 closed out — a net gain of 4 holders — while 247 added to existing stakes and 261 trimmed.

The largest buyer was Bank of America, adding an estimated $547M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $190M.

  • 755 institutional investors held Hewlett Packard (HPE) as of Q1 2021, down from 760 in Q4 2020.
  • Funds reported $16.8B of Hewlett Packard stock for Q1 2021, up 32% quarter-over-quarter.
  • 79 funds opened new Hewlett Packard positions in Q1 2021 and 75 closed out, a net change of +4 holders.
  • The largest Hewlett Packard buyer in Q1 2021 was Bank of America, an estimated $547M added.
  • The largest Hewlett Packard seller in Q1 2021 was Hotchkis & Wiley Capital Management, an estimated $190M sold.

Based on aggregated 13F filings for Q1 2021.