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Hewlett Packard

900 hedge funds and large institutions have $18.9B invested in Hewlett Packard in 2024 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 320 increasing their positions, 304 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more call options, than puts

Call options by funds: $273M | Put options by funds: $169M

13% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 86

5% more repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 304

5% more capital invested

Capital invested by funds: $18.1B → $18.9B (+$850M)

0.23% more ownership

Funds ownership: 81.91%82.14% (+0.23%)

0% more funds holding

Funds holding: 900900 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
900
Holders Change
Holders Change %
0%
% of All Funds
12.96%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
97
Increased
320
Reduced
304
Closed
86
Calls
$273M
Puts
$169M
Net Calls
+$104M
Net Calls Change
+$21.4M
Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
601
TD Private Client Wealth
New York
$206K -$7.08K -436 -4%
WHC
602
Wulff, Hansen & Co
California
$203K
NSIM
603
North Star Investment Management
Illinois
$203K -$3.95K -243 -2%
GM
604
GeoWealth Management
Illinois
$201K +$184K +11,324 New
AFG
605
Atomi Financial Group
New York
$200K +$183K +11,288 New
CP
606
Capital Planning
Washington
$199K
PFPT
607
Pinnacle Financial Partners (Tennessee)
Tennessee
$197K -$7.83K -482 -4%
SL
608
Sentry LLC
Tennessee
$195K
MG
609
Marex Group
$193K +$177K +10,887 New
IIM
610
Ironwood Investment Management
Massachusetts
$191K -$15.7K -966 -8%
JWM
611
Janiczek Wealth Management
Colorado
$188K +$21.5K +1,324 +14%
IFG
612
Independent Financial Group
California
$188K +$172K +10,586 New
EFM
613
E Fund Management
China
$188K -$5.5K -339 -3%
I
614
IMPACTfolio
Colorado
$187K -$55.1K -3,391 -24%
VCG
615
Vantage Consulting Group
Virginia
$187K -$62.7K -3,863 -27%
BC
616
Burney Company
Virginia
$187K
FMWA
617
Forvis Mazars Wealth Advisors
Missouri
$187K -$12.8K -788 -7%
GCC
618
Game Creek Capital
Massachusetts
$186K -$2.48M -152,875 -94%
FHA
619
First Horizon Advisors
Tennessee
$185K +$1.67K +103 +1%
VA
620
Valmark Advisers
Ohio
$185K +$169K +10,416 New
WG
621
Winton Group
United Kingdom
$184K -$2.76M -170,078 -94%
PTC
622
Private Trust Company
Ohio
$183K -$341 -21 -0.2%
AIM
623
Anchor Investment Management
South Carolina
$182K
UB
624
UMB Bank
Missouri
$181K -$48.9K -3,011 -23%
FMLI
625
Fukoku Mutual Life Insurance
Japan
$181K

HPE Hedge Fund Activity: Q1 2024 in Review

900 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q1 2024, worth a combined $18.9B — up 4.7% from $18.1B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new HPE positions and 86 closed out — a net gain of 11 holders — while 320 added to existing stakes and 304 trimmed.

The largest buyer was Barclays, adding an estimated $266M. The largest seller was Morgan Stanley, cutting an estimated $263M.

  • 900 institutional investors held Hewlett Packard (HPE) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $18.9B of Hewlett Packard stock for Q1 2024, up 4.7% quarter-over-quarter.
  • 97 funds opened new Hewlett Packard positions in Q1 2024 and 86 closed out, a net change of +11 holders.
  • The largest Hewlett Packard buyer in Q1 2024 was Barclays, an estimated $266M added.
  • The largest Hewlett Packard seller in Q1 2024 was Morgan Stanley, an estimated $263M sold.

Based on aggregated 13F filings for Q1 2024.