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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
ClearBridge Investments
626
ClearBridge Investments
New York
$35K +$121 +8 +0.3%
AWM
627
Avior Wealth Management
Nebraska
$34K
BFEC
628
Benjamin F. Edwards & Company
Missouri
$34K
CCA
629
Catalyst Capital Advisors
New York
$34K +$5.65K +373 +19%
W
630
WealthStone
Ohio
$33.5K +$34K +2,244 New
VLKIM
631
Van Lanschot Kempen Investment Management
Netherlands
$32K -$15.9K -1,048 -33%
SFSIG
632
San Francisco Sentry Investment Group
California
$32K
OIA
633
Optimum Investment Advisors
Illinois
$32K +$9.09K +600 +39%
WAP
634
Wealthcare Advisory Partners
Pennsylvania
$32K +$25.4K +1,679 +367%
ZB
635
Zions Bancorporation
Utah
$31K -$2.86K -189 -8%
PCC
636
Park Circle Company
Maryland
$31K
WOC
637
West Oak Capital
California
$31K
DOA
638
D'Orazio & Associates
Virginia
$30K
OFS
639
Orrstown Financial Services
Pennsylvania
$30K
TCM
640
Tradewinds Capital Management
Washington
$30K
1IA
641
1834 Investment Advisors
Wisconsin
$29K
NFG
642
Next Financial Group
Texas
$28K +$5.3K +350 +23%
AC
643
Avestar Capital
New York
$27K
TC
644
Trust Company
Kansas
$27K
Barrow, Hanley, Mewhinney & Strauss
645
Barrow, Hanley, Mewhinney & Strauss
Texas
$26K -$164K -10,840 -86%
FANJ
646
Financial Architects (New Jersey)
New Jersey
$26K -$74.9K -4,943 -74%
CAM
647
Close Asset Management
United Kingdom
$25K
BWP
648
Baldwin Wealth Partners
Massachusetts
$24K
NCM
649
Nelson Capital Management
California
$24K
PMFA
650
Plante Moran Financial Advisors
Michigan
$24K

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.