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Hewlett Packard

979 hedge funds and large institutions have $22.2B invested in Hewlett Packard in 2024 Q2 according to their latest regulatory filings, with 163 funds opening new positions, 364 increasing their positions, 275 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more funds holding in top 10

Funds holding in top 10: 18 (+7)

136% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 69

92% more call options, than puts

Call options by funds: $529M | Put options by funds: $276M

32% more repeat investments, than reductions

Existing positions increased: 364 | Existing positions reduced: 275

17% more capital invested

Capital invested by funds: $18.9B → $22.2B (+$3.28B)

9% more funds holding

Funds holding: 900979 (+79)

1.41% less ownership

Funds ownership: 82.14%80.73% (-1.4%)

Holders
979
Holders Change
+79
Holders Change %
+8.78%
% of All Funds
14.14%
Holding in Top 10
8
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+700%
% of All Funds
0.12%
New
163
Increased
364
Reduced
275
Closed
69
Calls
$529M
Puts
$276M
Net Calls
+$253M
Net Calls Change
+$150M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
601
Stratos Wealth Partners
Ohio
$332K +$15.2K +827 +6%
AG
602
Ascent Group
Virginia
$331K +$14.8K +804 +5%
FRA
603
Frank Rimerman Advisors
California
$330K +$286K +15,514 +21,252%
VF
604
Vest Financial
Virginia
$325K +$15.7K +850 +6%
BIG
605
Brooklyn Investment Group
New York
$324K
AWS
606
Atria Wealth Solutions
New York
$324K -$940 -51 -0.3%
FTWA
607
Fifth Third Wealth Advisors
Ohio
$321K +$280K +15,165 New
ACM
608
Avalon Capital Management
California
$320K +$756 +41 +0.3%
EFM
609
E Fund Management
China
$319K +$83K +4,502 +43%
RF
610
RHS Financial
California
$317K
VST
611
Van Strum & Towne
California
$316K
QCG
612
Quadrant Capital Group
Ohio
$315K +$2.19K +119 +0.8%
TAM
613
Trust Asset Management
Texas
$315K
HCA
614
Harbor Capital Advisors
Illinois
$313K +$645 +35 +0.2%
HAG
615
HighPoint Advisor Group
Illinois
$312K -$33.3K -1,809 -10%
TIAA Trust, National Association
616
TIAA Trust, National Association
North Carolina
$300K -$13.3K -719 -5%
VAM
617
Verity Asset Management
North Carolina
$300K -$194K -10,530 -43%
SCA
618
Snowden Capital Advisors
New York
$300K +$260K +14,122 New
ST
619
Spinnaker Trust
Maine
$299K
TCA
620
Transcend Capital Advisors
New Jersey
$298K +$259K +14,078 New
CGL
621
Clarius Group LLC
Washington
$297K -$11.3K -613 -4%
JF
622
Jump Financial
Illinois
$297K -$18.3K -991 -7%
SFI
623
Siemens Fonds Invest
Germany
$297K
DWA
624
Delap Wealth Advisory
Oregon
$297K +$258K +14,016 New
LWM
625
Lyell Wealth Management
California
$294K +$20.6K +1,120 +9%

HPE Hedge Fund Activity: Q2 2024 in Review

979 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q2 2024, worth a combined $22.2B — up 17% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 163 funds opened new HPE positions and 69 closed out — a net gain of 94 holders — while 364 added to existing stakes and 275 trimmed.

The largest buyer was Pacer Advisors, adding an estimated $425M. The largest seller was Dodge & Cox, cutting an estimated $880M.

  • 979 institutional investors held Hewlett Packard (HPE) as of Q2 2024, up from 900 in Q1 2024.
  • Funds reported $22.2B of Hewlett Packard stock for Q2 2024, up 17% quarter-over-quarter.
  • 163 funds opened new Hewlett Packard positions in Q2 2024 and 69 closed out, a net change of +94 holders.
  • The largest Hewlett Packard buyer in Q2 2024 was Pacer Advisors, an estimated $425M added.
  • The largest Hewlett Packard seller in Q2 2024 was Dodge & Cox, an estimated $880M sold.

Based on aggregated 13F filings for Q2 2024.