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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
BFC
626
Bedel Financial Consulting
Indiana
$35K -$38.6K -2,330 -49%
MYIA
627
Mount Yale Investment Advisors
Colorado
$35K -$18.2K -1,100 -31%
PCC
628
Park Circle Company
Maryland
$34K
ClearBridge Investments
629
ClearBridge Investments
New York
$33K -$17 -1 -0%
AWM
630
Avior Wealth Management
Nebraska
$32K +$829 +50 +2%
SFSIG
631
San Francisco Sentry Investment Group
California
$31K +$19.5K +1,176 +125%
SWA
632
Sutton Wealth Advisors
Florida
$31K
TCM
633
Tradewinds Capital Management
Washington
$30K
WOC
634
West Oak Capital
California
$30K
1IA
635
1834 Investment Advisors
Wisconsin
$29K
DOA
636
D'Orazio & Associates
Virginia
$29K
OFS
637
Orrstown Financial Services
Pennsylvania
$29K
CHP
638
Cable Hill Partners
Oregon
$28K
PO
639
Private Ocean
California
$28K
WT
640
Washington Trust
Rhode Island
$28K +$32K +1,928 New
SFM
641
Signet Financial Management
New Jersey
$27K
AC
642
Avestar Capital
New York
$27K +$1.68K +101 +5%
CCA
643
Catalyst Capital Advisors
New York
$27K +$6.37K +384 +27%
DWM
644
Destination Wealth Management
California
$26K -$23.2K -1,401 -44%
TC
645
Trust Company
Kansas
$26K
TFS
646
TrustCore Financial Services
Tennessee
$25K -$116 -7 -0.4%
MSE
647
MUFG Securities EMEA
United Kingdom
$25K +$28.4K +1,710 New
FEG
648
Financial Enhancement Group
Indiana
$24K
WA
649
WealthTrust-Arizona
Arizona
$24K
AIS
650
AlphaOne Investment Services
Pennsylvania
$23K -$71.9K -4,337 -73%

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.